401(k) · DOL Form 5500 · 2023

Custard Insurance Adjusters, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
689
Participants Below avg headcount
83rd
Percentile by assets National rank
$59,013
Avg per participant Low balance/head
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Official DOL plan name: Custard Insurance Adjusters Savings Plan · Sponsored by Custard Insurance Adjusters, Inc. · Georgia · Finance & Insurance

$41M in assets, 689 participants

Custard Insurance Adjusters, Inc.'s Custard Insurance Adjusters Savings Plan reported $41M in total assets and 689 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.

  • #6,593 in Finance & Insurance (8,869 peers)

Where Custard Insurance Adjusters Savings Plan sits by assets

Custard Insurance Adjusters Savings Plan sits in the top quartile of all filed plans by assets, $41M for 689 participants (~$59,013/participant), up 19.9% in 2023.

#6,593
in Finance & Insurance (8,869 peers)
+19.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Custard Insurance Adjusters Savings Plan's outsized position by total assets

Custard Insurance Adjusters Savings Plan vs every filed plan by assets

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

$40,659,762 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

Custard Insurance Adjusters Savings 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. Custard Insurance Adjusters Savings Plan sits mid-pack in the medium band (689 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Custard Insurance Adjusters Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Custard Insurance Adjusters Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Custard Insurance Adjusters Savings Plan reported participants rose from 662 in the plan year 2022 filing to 689 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351188325 · Custard Insurance Adjusters, Inc. PY 2023 · 401(k)

Custard Insurance Adjusters Savings Plan · $41M · 689 · 83rd

  • PCT $41M
  • PCT 689
  • PCT 83rd
  • PCT 401(k)
  • PCT near Mcdonough Corporation Savings and Profit Sharing Plan
  • PCT ind #6593

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 Georgia →

Custard Insurance Adjusters Savings Plan in the asset neighbourhood

Xplor Retirement Plan$41MCustard Insurance Adjusters Savings PlanCustard Insurance Adjusters …$41MMcdonough Corporation Savings and Profit Sharing PlanMcdonough Corporation Saving…$41MAnderson Automotive Group 401(k) Profit Sharing PlanAnderson Automotive Group 40…$41MAmalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesAmalgamated Bank 401(k) Plan…$41M
End-of-year total assets ($M) among Custard Insurance Adjusters Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN351188325
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Custard Insurance Adjusters, Inc.)

Sponsor-wide plan assets over time

All Custard Insurance Adjusters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 35.434363936135334% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.9M $45.9M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 662 $34M
2023 1 689 $41M
2024 1 738 $46M

Nearby 401(k) Plans in Georgia

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

Custard Insurance Adjusters Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Custard Insurance Adjusters Savings Plan, Total assets ($B): 0.040659762 · Participants: 689Custard Insurance Adjusters Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Custard Insurance Adjusters Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Custard Insurance Adjusters Savings Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Mcdonough Corporation Savings and Profit Sharing Plan in AZ ($41M); by covered participants it is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (689 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 Custard Insurance Adjusters Savings Plan assets move in 2023? ▼
Custard Insurance Adjusters Savings Plan grew sharply - up 19.9% during 2023, from $34M to $41M. Reported net income was $7M.
How have Custard Insurance Adjusters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custard Insurance Adjusters, Inc.'s sponsor-wide assets grew 35.4%, from $34M to $46M.
Where does Custard Insurance Adjusters Savings Plan rank by assets among Form 5500 filers? ▼
Custard Insurance Adjusters Savings 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 Custard Insurance Adjusters Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcdonough Corporation Savings and Profit Sharing Plan in AZ ($41M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Custard Insurance Adjusters Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants, $21M 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 351188325.

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.