401(k) · DOL Form 5500 · 2023

Pie Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
465
Participants Below avg headcount
74th
Percentile by assets National rank
$46,921
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pie Insurance 401(k) Plan · Sponsored by Pie Insurance Services, Inc. · District of Columbia · Finance & Insurance

$22M in assets, 465 participants

Pie Insurance Services, Inc.'s Pie Insurance 401(k) Plan reported $22M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,434 in Finance & Insurance (8,869 peers)

Coverage in District of Columbia

Pie Insurance 401(k) Plan covers 465 participants in District of Columbia, about 32% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $22M.

#5,434
in Finance & Insurance (8,869 peers)
+58.1%
assets growth YoY

Pie Insurance 401(k) Plan's outsized position by total assets

Pie Insurance 401(k) Plan vs every filed plan by assets

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

$21,818,070 Top 26% higher than 74% 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

Pie Insurance 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. Pie Insurance 401(k) Plan sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pie Insurance 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pie Insurance 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Pie Insurance 401(k) Plan reported participants rose from 337 in the plan year 2022 filing to 465 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823225609 · Pie Insurance Services, Inc. PY 2023 · 401(k)

Pie Insurance 401(k) Plan · $22M · 465 · 74th

  • EOY $22M
  • 5500 465
  • ASSETS 74th
  • PCT 401(k)
  • EIN near Defoe Corp. 401(k) Employee Savings Plan
  • RANK ind #5434

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 District of Columbia →

Pie Insurance 401(k) Plan in the asset neighbourhood

Pie Insurance 401(k) Plan$22MDefoe Corp. 401(k) Employee Savings PlanDefoe Corp. 401(k) Employee …$22MMetal One America, Inc. and Nifast Corporation 401(k) PlanMetal One America, Inc. and …$22MSchmitt-Sussman Enterprises, Inc. 401(k) PlanSchmitt-Sussman Enterprises,…$22MBurk Royalty Co.,Ltd 401(k) PlanBurk Royalty Co.,Ltd 401(k) …$22M
End-of-year total assets ($M) among Pie Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$22M
Net Income$8M
Employer EIN823225609
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pie Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Pie Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 99.84871447512393% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.8M $27.6M ▲ +99.9%
Year Plans Participants Total Assets
2022 1 337 $14M
2023 1 465 $22M
2024 1 422 $28M

Nearby 401(k) Plans in District of Columbia

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

Pie Insurance 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Pie Insurance 401(k) Plan, Total assets ($B): 0.02181807 · Participants: 465Pie Insurance 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Pie Insurance 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Pie Insurance 401(k) Plan side-by-side with 3 peers →

Pie Insurance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Defoe Corp. 401(k) Employee Savings Plan in NY ($22M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 Pie Insurance 401(k) Plan assets move in 2023? ▼
Pie Insurance 401(k) Plan surged - up 58.1% during 2023, from $14M to $22M. Reported net income was $8M.
How have Pie Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pie Insurance Services, Inc.'s sponsor-wide assets grew 99.8%, from $14M to $28M.
Which 401(k) plans are similar in size to Pie Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Defoe Corp. 401(k) Employee Savings Plan in NY ($22M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Pie Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants, $84M 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 823225609.

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.