401(k) · DOL Form 5500 · 2023

Bass Underwriters, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
492
Participants Below avg headcount
82nd
Percentile by assets National rank
$77,210
Avg per participant Below avg balance/head
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Official DOL plan name: Bass Underwriters, Inc. 401(k) P.S. Plan · Sponsored by Bass Underwriters, Inc. · Florida · Finance & Insurance

$38M in assets, 492 participants

Bass Underwriters, Inc.'s Bass Underwriters, Inc. 401(k) P.S. Plan reported $38M in total assets and 492 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,474 in Finance & Insurance (8,869 peers)

Where Bass Underwriters, Inc. 401(k) P.S. Plan sits by assets

Bass Underwriters, Inc. 401(k) P.S. Plan sits in the top quartile of all filed plans by assets, $38M for 492 participants (~$77,210/participant), up 25.5% in 2023.

#6,474
in Finance & Insurance (8,869 peers)
+25.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bass Underwriters, Inc. 401(k) P.S. Plan's outsized position by total assets

Bass Underwriters, Inc. 401(k) P.S. Plan vs every filed plan by assets

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

$37,987,377 Top 18% higher than 82% 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

Bass Underwriters, Inc. 401(k) P.S. Plan 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. Bass Underwriters, Inc. 401(k) P.S. Plan sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bass Underwriters, Inc. 401(k) P.S. Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bass Underwriters, Inc. 401(k) P.S. Plan end-of-year assets rose from $30M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Bass Underwriters, Inc. 401(k) P.S. Plan reported participants rose from 422 in the plan year 2022 filing to 492 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650514182 · Bass Underwriters, Inc. PY 2023 · 401(k)

Bass Underwriters, Inc. 401(k) P.S. Plan · $38M · 492 · 82nd

  • BOOK $38M
  • BOOK 492
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near Genesis Corp. 401(k) Employees Savings Plan
  • BOOK ind #6474

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 Florida →

Bass Underwriters, Inc. 401(k) P.S. Plan in the asset neighbourhood

Bass Underwriters, Inc. 401(k) P.S. PlanBass Underwriters, Inc. 401(…$38MGenesis Corp. 401(k) Employees Savings PlanGenesis Corp. 401(k) Employe…$38MWestfield Capital 401(k) Plan$38MMedworks, Inc. Retirement Savings PlanMedworks, Inc. Retirement Sa…$38MRainey, Kizer, Reviere & Bell 401(k) PlanRainey, Kizer, Reviere & Bel…$38M
End-of-year total assets ($M) among Bass Underwriters, Inc. 401(k) P.S. Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$38M
Net Income$8M
Employer EIN650514182
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bass Underwriters, Inc.)

Sponsor-wide plan assets over time

All Bass Underwriters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 55.422962042380185% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $30.3M $47M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 422 $30M
2023 1 492 $38M
2024 1 567 $47M

Nearby 401(k) Plans in Florida

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

Bass Underwriters, Inc. 401(k) P.S. Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bass Underwriters, Inc. 401(k) P.S. Plan, Total assets ($B): 0.037987377 · Participants: 492Bass Underwriters, Inc. 401(k) P.S. PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bass Underwriters, Inc. 401(k) P.S. Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bass Underwriters, Inc. 401(k) P.S. Plan side-by-side with 3 peers →

Bass Underwriters, Inc. 401(k) P.S. Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Genesis Corp. 401(k) Employees Savings Plan in NY ($38M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (492 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (492 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 Bass Underwriters, Inc. 401(k) P.S. Plan assets move in 2023? ▼
Bass Underwriters, Inc. 401(k) P.S. Plan grew sharply - up 25.5% during 2023, from $30M to $38M. Reported net income was $8M.
How have Bass Underwriters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bass Underwriters, Inc.'s sponsor-wide assets grew 55.4%, from $30M to $47M.
Where does Bass Underwriters, Inc. 401(k) P.S. Plan rank by assets among Form 5500 filers? ▼
Bass Underwriters, Inc. 401(k) P.S. Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bass Underwriters, Inc. 401(k) P.S. Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genesis Corp. 401(k) Employees Savings Plan in NY ($38M, 1,486 participants).
Which 401(k) plans cover a similar participant headcount to Bass Underwriters, Inc. 401(k) P.S. Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genisys Credit Union 401(k) Plan in MI (492 participants, $62M 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 650514182.

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.