401(k) · DOL Form 5500 · 2023

Insperity Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$549M
Total assets
4,147
Participants
98th
Percentile by assets
$132,436
Avg per participant
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Official DOL plan name: Insperity Corporate 401(k) Plan · Sponsored by Insperity Holdings, Inc. · Texas · Professional & Technical Services

$549M in assets, 4,147 participants

Insperity Holdings, Inc.'s Insperity Corporate 401(k) Plan reported $549M in total assets and 4,147 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.

  • 98th percentile by assets (of 127,072 plans)
  • #19,990 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Insperity Corporate 401(k) Plan covers 4,147 participants in Texas, 6.0x the typical Texas plan (state average ~688 per filing). Assets: $549M.

$549M
total plan assets (2023 EOY)
4,147
covered participants
98th
percentile by assets (of 127,072 plans)
$132,436
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insperity Corporate 401(k) Plan reported net income rose from -$66M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Insperity Corporate 401(k) Plan end-of-year assets rose from $448M in the plan year 2022 filing to $549M in the plan year 2023 filing.
  • Insperity Corporate 401(k) Plan reported participants rose from 3,630 in the plan year 2022 filing to 4,147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Insperity Corporate 401(k) Plan reports 4,147 participants - 6.0x that state average ($549M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$448M
Net Assets (End of Year)$549M
Net Income$101M
Employer EIN760178498
Plan Effective Date2003-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Insperity Holdings, Inc.)

$6B$7B$8B$9B$10B$11B 202220232024 $6.85B $10B ▲ +46.6%
Total plan assets by year, all Insperity Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 2 151,993 $6.8B
2023 2 164,705 $8.7B
2024 2 182,188 $10.0B

Nearby 401(k) Plans in Texas

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

Insperity Corporate 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Insperity Corporate 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Insperity Corporate …AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Insperity Corporate 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Insperity Corporate 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Insperity Corporate 401(k) Plan assets move in 2023?
Insperity Corporate 401(k) Plan grew sharply - up 22.7% during 2023, from $448M to $549M. Reported net income was $101M.
How have Insperity Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Insperity Holdings, Inc.'s sponsor-wide assets grew 46.6%, from $6.8B to $10.0B.
Where does Insperity Corporate 401(k) Plan rank by assets among Form 5500 filers?
Insperity Corporate 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Insperity Corporate 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Intelsat 401(k) Retirement Savings Plan in VA ($550M, 1,650 participants).

Filing takeaways

Ways to act on Insperity Corporate 401(k) Plan's numbers.