401(k) · DOL Form 5500 · 2023

The Insurance Archaeology Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$399,079
Avg per participant High balance/head
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Official DOL plan name: The Insurance Archaeology Group, Ltd. 401(k) Plan · Sponsored by The Insurance Archaeology Group, Ltd. · New Jersey · Finance & Insurance

$2M in assets, 5 participants

The Insurance Archaeology Group, Ltd.'s The Insurance Archaeology Group, Ltd. 401(k) Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,831 in Finance & Insurance (8,869 peers)

The Insurance Archaeology Group, Ltd. multi-year trail

The Insurance Archaeology Group, Ltd.'s plans moved -37.6% in assets from 2022 to 2024; this filing shows The Insurance Archaeology Group, Ltd. 401(k) Plan at $2M / 5 participants.

#1,831
in Finance & Insurance (8,869 peers)
-2.1%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Insurance Archaeology Group, Ltd. 401(k) Plan among the smaller filed plans by assets

The Insurance Archaeology Group, Ltd. 401(k) Plan vs every filed plan by assets

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

$1,995,397 30th percentile higher than 30% 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

The Insurance Archaeology Group, Ltd. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Insurance Archaeology Group, Ltd. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Insurance Archaeology Group, Ltd. 401(k) Plan reported net income rose from -$324K in the plan year 2022 filing to -$43K in the plan year 2023 filing.
  • The Insurance Archaeology Group, Ltd. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133195359 · The Insurance Archaeology Group, Ltd. PY 2023 · 401(k)

The Insurance Archaeology Group, Ltd. 401(k) Plan · $2M · 5 · 30th

  • ASSETS $2M
  • ASSETS 5
  • ASSETS 30th
  • ASSETS 401(k)
  • ASSETS near Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #1831

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 New Jersey →

The Insurance Archaeology Group, Ltd. 401(k) Plan in the asset neighbourhood

The Insurance Archaeology Group, Ltd. 401(k) PlanThe Insurance Archaeology Gr…$2MClearfork Wealth Management LLC 401(k) Profit Sharing Plan and TrustClearfork Wealth Management …$2MScott a. Iliff Dds 401(k) Profit Sharing PlanScott a. Iliff Dds 401(k) Pr…$2MHollis & Rogers LLC 401(k) Profit Sharing Plan & TrustHollis & Rogers LLC 401(k) P…$2MBrenntag USA 401(k) Plan for Collectively Bargained EmployeesBrenntag USA 401(k) Plan for…$2M
End-of-year total assets ($M) among The Insurance Archaeology Group, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Insurance Archaeology Group, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All The Insurance Archaeology Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.647805721916974% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.04M $1.27M ▼ -37.7%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 6 $1M

The Insurance Archaeology Group, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$43K
Employer EIN133195359
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

The Insurance Archaeology Group, Ltd. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants The Insurance Archaeology Group, Ltd. 401(k) Plan, Total assets ($B): 0.001995397 · Participants: 5The Insurance Archaeology Group, Ltd. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
The Insurance Archaeology Group, Ltd. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

The Insurance Archaeology Group, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust in TX ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Insurance Archaeology Group, Ltd. 401(k) Plan assets move in 2023?
The Insurance Archaeology Group, Ltd. 401(k) Plan edged down modestly - down 2.1% during 2023, from $2M to $2M. Reported net income was -$43K.
How have The Insurance Archaeology Group, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Insurance Archaeology Group, Ltd.'s sponsor-wide assets declined 37.6%, from $2M to $1M.
Which 401(k) plans are similar in size to The Insurance Archaeology Group, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust in TX ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to The Insurance Archaeology Group, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).