401(k) · DOL Form 5500 · 2023

Associated Insurance Management, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
169
Participants Small participant base
84th
Percentile by assets National rank
$252,476
Avg per participant Above avg balance/head
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Official DOL plan name: Associated Insurance Management, LLC 401(k) Plan · Sponsored by Associated Insurance Management, LLC · Massachusetts · Finance & Insurance

$43M in assets, 169 participants

Associated Insurance Management, LLC's Associated Insurance Management, LLC 401(k) Plan reported $43M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,663 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Associated Insurance Management, LLC 401(k) Plan covers 169 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $43M.

#6,663
in Finance & Insurance (8,869 peers)
+8.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Associated Insurance Management, LLC 401(k) Plan's outsized position by total assets

Associated Insurance Management, LLC 401(k) Plan vs every filed plan by assets

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

$42,668,519 Top 16% higher than 84% 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

Associated Insurance Management, LLC 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. Associated Insurance Management, LLC 401(k) Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Insurance Management, LLC 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Associated Insurance Management, LLC 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Associated Insurance Management, LLC 401(k) Plan reported participants rose from 165 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204036064 · Associated Insurance Management, LLC PY 2023 · 401(k)

Associated Insurance Management, LLC 401(k) Plan · $43M · 169 · 84th

  • TYPE $43M
  • NET 169
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near The Broe Group 401(k) Retirement Savings Plan
  • SCH ind #6663

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 Massachusetts →

Associated Insurance Management, LLC 401(k) Plan in the asset neighbourhood

Associated Insurance Management, LLC 401(k) PlanAssociated Insurance Managem…$43MThe Broe Group 401(k) Retirement Savings PlanThe Broe Group 401(k) Retire…$43MTaw 401(k) and Profit Sharing PlanTaw 401(k) and Profit Sharin…$43MShepherd Electric Company Inc. 401(k) and Profit Sharing PlanShepherd Electric Company In…$43MTravelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing PlanTravelers & Immigrants Aid's…$43M
End-of-year total assets ($M) among Associated Insurance Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN204036064
Plan Effective Date1994-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Insurance Management, LLC)

Sponsor-wide plan assets over time

All Associated Insurance Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 26.033051411189195% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.2M $49.4M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 165 $39M
2023 1 169 $43M
2024 1 169 $49M

Nearby 401(k) Plans in Massachusetts

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

Associated Insurance Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Associated Insurance Management, LLC 401(k) Plan, Total assets ($B): 0.042668519 · Participants: 169Associated Insurance Management, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Associated Insurance Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Associated Insurance Management, LLC 401(k) Plan side-by-side with 3 peers →

Associated Insurance Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Broe Group 401(k) Retirement Savings Plan in CO ($43M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Associated Insurance Management, LLC 401(k) Plan assets move in 2023? ▼
Associated Insurance Management, LLC 401(k) Plan grew at a solid clip - up 8.8% during 2023, from $39M to $43M. Reported net income was $3M.
How have Associated Insurance Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Insurance Management, LLC's sponsor-wide assets grew 26.0%, from $39M to $49M.
Where does Associated Insurance Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Associated Insurance Management, LLC 401(k) Plan ranks in the 84th 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 Associated Insurance Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Broe Group 401(k) Retirement Savings Plan in CO ($43M, 535 participants).
Which 401(k) plans cover a similar participant headcount to Associated Insurance Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants, N/A 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 204036064.

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.