401(k) · DOL Form 5500 · 2023

Athens Insurance Service, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
439
Participants Below avg headcount
83rd
Percentile by assets National rank
$92,798
Avg per participant Below avg balance/head
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Official DOL plan name: Athens Insurance Service, Inc 401(k) Plan · Sponsored by Athens Insurance Service, Inc. · California · Finance & Insurance

$41M in assets, 439 participants

Athens Insurance Service, Inc.'s Athens Insurance Service, Inc 401(k) Plan reported $41M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,596 in Finance & Insurance (8,869 peers)

Where Athens Insurance Service, Inc 401(k) Plan sits by assets

Athens Insurance Service, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 439 participants (~$92,798/participant), up 29.1% in 2023.

#6,596
in Finance & Insurance (8,869 peers)
+29.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Athens Insurance Service, Inc 401(k) Plan's outsized position by total assets

Athens Insurance Service, Inc 401(k) Plan vs every filed plan by assets

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

$40,738,189 Top 17% higher than 83% 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

Athens Insurance Service, Inc 401(k) 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. Athens Insurance Service, Inc 401(k) Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Athens Insurance Service, Inc 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Athens Insurance Service, Inc 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Athens Insurance Service, Inc 401(k) Plan reported participants rose from 390 in the plan year 2022 filing to 439 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680177136 · Athens Insurance Service, Inc. PY 2023 · 401(k)

Athens Insurance Service, Inc 401(k) Plan · $41M · 439 · 83rd

  • PCT $41M
  • PCT 439
  • PCT 83rd
  • PCT 401(k)
  • PCT near American Seating Company 401(k) Retirement Plan
  • PCT ind #6596

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 →

Athens Insurance Service, Inc 401(k) Plan in the asset neighbourhood

Athens Insurance Service, Inc 401(k) PlanAthens Insurance Service, In…$41MAmerican Seating Company 401(k) Retirement PlanAmerican Seating Company 401…$41MHoagland, Longo, Moran, Dunst & Doukas 401(k) Retirement PlanHoagland, Longo, Moran, Duns…$41MValue Drug Company 401(k) Profit-Sharing PlanValue Drug Company 401(k) Pr…$41MSolar Atmospheres Inc. 401(k) Profit Sharing PlanSolar Atmospheres Inc. 401(k…$41M
End-of-year total assets ($M) among Athens Insurance Service, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$41M
Net Income$9M
Employer EIN680177136
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athens Insurance Service, Inc.)

Sponsor-wide plan assets over time

All Athens Insurance Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 54.00655863170252% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.6M $48.6M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 390 $32M
2023 1 439 $41M
2024 1 483 $49M

Nearby 401(k) Plans in California

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

Athens Insurance Service, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Athens Insurance Service, Inc 401(k) Plan, Total assets ($B): 0.040738189 · Participants: 439Athens Insurance Service, Inc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Athens Insurance Service, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Athens Insurance Service, Inc 401(k) Plan side-by-side with 3 peers →

Athens Insurance Service, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Seating Company 401(k) Retirement Plan in MI ($41M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Athens Insurance Service, Inc 401(k) Plan assets move in 2023? ▼
Athens Insurance Service, Inc 401(k) Plan grew sharply - up 29.1% during 2023, from $32M to $41M. Reported net income was $9M.
How have Athens Insurance Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athens Insurance Service, Inc.'s sponsor-wide assets grew 54.0%, from $32M to $49M.
Where does Athens Insurance Service, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Athens Insurance Service, Inc 401(k) Plan ranks in the 83rd 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 Athens Insurance Service, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Seating Company 401(k) Retirement Plan in MI ($41M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Athens Insurance Service, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $48M 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 680177136.

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.