401(k) · DOL Form 5500 · 2023

Insperex Holdings LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
200
Participants Below avg headcount
84th
Percentile by assets National rank
$223,228
Avg per participant Above avg balance/head
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Official DOL plan name: Insperex Holdings LLC 401(k) Plan · Sponsored by Insperex Holdings LLC · Illinois · Finance & Insurance

$45M in assets, 200 participants

Insperex Holdings LLC's Insperex Holdings LLC 401(k) Plan reported $45M in total assets and 200 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.

  • #6,739 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Insperex Holdings LLC 401(k) Plan covers 200 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $45M.

#6,739
in Finance & Insurance (8,869 peers)
+24.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Insperex Holdings LLC 401(k) Plan's outsized position by total assets

Insperex Holdings LLC 401(k) Plan vs every filed plan by assets

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

$44,645,515 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

Insperex Holdings 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. Insperex Holdings LLC 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insperex Holdings LLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Insperex Holdings LLC 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Insperex Holdings LLC 401(k) Plan reported participants rose from 182 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364366344 · Insperex Holdings LLC PY 2023 · 401(k)

Insperex Holdings LLC 401(k) Plan · $45M · 200 · 84th

  • ASSETS $45M
  • PCT 200
  • EIN 84th
  • RANK 401(k)
  • PHOTO near Spicer Group, Inc. 401(k) Profit Sharing Plan
  • IND ind #6739

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 Illinois →

Insperex Holdings LLC 401(k) Plan in the asset neighbourhood

Insperex Holdings LLC 401(k) PlanInsperex Holdings LLC 401(k)…$45MSpicer Group, Inc. 401(k) Profit Sharing PlanSpicer Group, Inc. 401(k) Pr…$45MElm Street Development, Inc. 401(k) Profit Sharing PlanElm Street Development, Inc.…$45MConvey Health Solutions 401(k) PlanConvey Health Solutions 401(…$45MDent Neurologic Group 401(k) PlanDent Neurologic Group 401(k)…$45M
End-of-year total assets ($M) among Insperex Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$45M
Net Income$9M
Employer EIN364366344
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insperex Holdings LLC)

Sponsor-wide plan assets over time

All Insperex Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 39.19770282623615% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.9M $50M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 182 $36M
2023 1 200 $45M
2024 1 177 $50M

Nearby 401(k) Plans in Illinois

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

Insperex Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Insperex Holdings LLC 401(k) Plan, Total assets ($B): 0.044645515 · Participants: 200Insperex Holdings LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Insperex Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Insperex Holdings LLC 401(k) Plan side-by-side with 3 peers →

Insperex Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Spicer Group, Inc. 401(k) Profit Sharing Plan in MI ($45M); by covered participants it is Sjo Kids, Inc. 401(k) Plan in OH (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Insperex Holdings LLC 401(k) Plan assets move in 2023? ▼
Insperex Holdings LLC 401(k) Plan grew sharply - up 24.4% during 2023, from $36M to $45M. Reported net income was $9M.
How have Insperex Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insperex Holdings LLC's sponsor-wide assets grew 39.2%, from $36M to $50M.
Where does Insperex Holdings LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Insperex Holdings 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 Insperex Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spicer Group, Inc. 401(k) Profit Sharing Plan in MI ($45M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Insperex Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sjo Kids, Inc. 401(k) Plan in OH (200 participants, $3M 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 364366344.

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.