401(k) · DOL Form 5500 · 2023

Pointenorth Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
218
Participants Below avg headcount
63rd
Percentile by assets National rank
$56,175
Avg per participant Low balance/head
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Official DOL plan name: Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust · Sponsored by Pointenorth Insurance Group, LLC · Georgia · Finance & Insurance

$12M in assets, 218 participants

Pointenorth Insurance Group, LLC's Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust reported $12M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,251 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust covers 218 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#4,251
in Finance & Insurance (8,869 peers)
+12.2%
assets growth YoY

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,246,100 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust reported participants fell from 221 in the plan year 2022 filing to 218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 274417003 · Pointenorth Insurance Group, LLC PY 2023 · 401(k)

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust · $12M · 218 · 63rd

  • SCH $12M
  • EBSA 218
  • PART 63rd
  • TYPE 401(k)
  • NET near Tuscaloosa Lung and Sleep Consultants 401(k) Plan
  • BOOK ind #4251

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Georgia →

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust in the asset neighbourhood

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & TrustPointenorth Insurance Group,…$12MTuscaloosa Lung and Sleep Consultants 401(k) PlanTuscaloosa Lung and Sleep Co…$12MD P Preiss Company Inc 401(k) Profit Sharing Plan & TrustD P Preiss Company Inc 401(k…$12MYavapai Prescott Indian Tribe Employee Savings and Retirement PlanYavapai Prescott Indian Trib…$12M401(k) Matrix Retirement Plan Board of Directors 401(k) Matrix Retirement Plan as Adopted by Adminsure, Inc.401(k) Matrix Retirement Pla…$12M
End-of-year total assets ($M) among Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN274417003
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pointenorth Insurance Group, LLC)

Sponsor-wide plan assets over time

All Pointenorth Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 12.227882141707667% vs 2022
2023 filing year
$10.5M$11M$11.5M$12M$12.5M 20222023 $10.9M $12.3M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 221 $11M
2023 1 218 $12M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust, Total assets ($B): 0.0122461 · Participants: 218Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust side-by-side with 3 peers →

Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Tuscaloosa Lung and Sleep Consultants 401(k) Plan in AL ($12M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust assets move in 2023? ▼
Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust grew at a solid clip - up 12.2% during 2023, from $11M to $12M. Reported net income was $1M.
How have Pointenorth Insurance Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pointenorth Insurance Group, LLC's sponsor-wide assets grew 12.2%, from $11M to $12M.
Which 401(k) plans are similar in size to Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tuscaloosa Lung and Sleep Consultants 401(k) Plan in AL ($12M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Pointenorth Insurance Group, LLC 401(k) Profit Sha Ring Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 274417003.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.