401(k) · DOL Form 5500 · 2023
Alliant Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $795M
- Total assets Above avg plan size
- 6,010
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $132,299
- Avg per participant Near avg balance/head
Official DOL plan name: Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan · Sponsored by Alliant Insurance Services, Inc. · California · Finance & Insurance
$795M in assets, 6,010 participants
Alliant Insurance Services, Inc.'s Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan reported $795M in total assets and 6,010 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,592 in Finance & Insurance (8,869 peers)
Coverage in California
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan covers 6,010 participants in California, 9.5x the typical California plan (state average ~630 per filing). Assets: $795M.
- #8,592
- in Finance & Insurance (8,869 peers)
- +26.4%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan's outsized position by total assets
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$795,116,330 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan lands in the large band (6,010 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan reported net income rose from -$65M in the plan year 2022 filing to $166M in the plan year 2023 filing.
- Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan end-of-year assets rose from $629M in the plan year 2022 filing to $795M in the plan year 2023 filing.
- Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan reported participants rose from 5,127 in the plan year 2022 filing to 6,010 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330785439 · Alliant Insurance Services, Inc. PY 2023 · 401(k)
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan · $795M · 6,010 · 98th
- 5500 $795M
- ASSETS 6,010
- PCT 98th
- EIN 401(k)
- RANK near Insight Enterprises, Inc. 401(k) Plan
- PHOTO ind #8592
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 California →
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $629M |
|---|---|
| Net Assets (End of Year) | $795M |
| Net Income | $166M |
| Employer EIN | 330785439 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alliant Insurance Services, Inc.)
Sponsor-wide plan assets over time
All Alliant Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $987M 56.85160527390525% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,127 | $629M |
| 2023 | 1 | 6,010 | $795M |
| 2024 | 1 | 6,869 | $987M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan reports $795M in end-of-year assets across 6,010 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $132,299 per participant (96% of the national average assets-per-participant) . Net income for plan year 2023 was $166M.
This plan identity (EIN 330785439, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $629M to $987M (+56.9%) while covered participants moved from 5,127 to 6,869 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,127 | $629M | Open filing |
| 2023 | 6,010 | $795M | This page |
| 2024 · index core | 6,869 | $987M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan (401(k), $987M, 6,869 participants)
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Insight Enterprises, Inc. 401(k) Plan in AZ ($795M); by covered participants it is Blue Cross Blue Shield of Michigan Employees' Savings Plan in MI (6,006 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($795M here).
- Insight Enterprises, Inc. 401(k) Plan (AZ) $795M · 7,240
- The Associated Press 401(k) Retirement Savings Plan (NY) $795M · 1,306
- Idaho Power Company Employee Savings Plan (ID) $794M · 2,089
- Formosa Plastics Corporation Employees Savings Plan (NJ) $794M · 3,349
Similar participant headcount
Nearest other-state filings by covered participants (6,010 participants); asset peers above are excluded.
- Blue Cross Blue Shield of Michigan Employees' Savings Plan (MI) 6,006 · 4 off
- Republic Airways Holdings Inc. 401(k) Plan (IN) 6,016 · 6 off
- Savings Plan for Employees at Ornl (TN) 6,020 · 10 off
- Curaleaf, Inc. 401(k) Plan (NY) 6,025 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.