401(k) · DOL Form 5500 · 2023

Service First Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
264
Participants Below avg headcount
77th
Percentile by assets National rank
$99,148
Avg per participant Below avg balance/head
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Official DOL plan name: Insure Homes Parent, LLC 401(k) Plan · Sponsored by Service First Insurance Group, LLC · Florida · Management of Enterprises

$26M in assets, 264 participants

Service First Insurance Group, LLC's Insure Homes Parent, LLC 401(k) Plan reported $26M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #647 in Management of Enterprises (1,137 peers)

Coverage in Florida

Insure Homes Parent, LLC 401(k) Plan covers 264 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $26M.

#647
in Management of Enterprises (1,137 peers)
+22.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Insure Homes Parent, LLC 401(k) Plan's outsized position by total assets

Insure Homes Parent, LLC 401(k) Plan vs every filed plan by assets

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

$26,175,146 Top 23% higher than 77% 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

Insure Homes Parent, 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. Insure Homes Parent, LLC 401(k) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insure Homes Parent, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Insure Homes Parent, LLC 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Insure Homes Parent, LLC 401(k) Plan reported participants fell from 272 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593678069 · Service First Insurance Group, LLC PY 2023 · 401(k)

Insure Homes Parent, LLC 401(k) Plan · $26M · 264 · 77th

  • PHOTO $26M
  • IND 264
  • EOY 77th
  • 5500 401(k)
  • ASSETS near Henderson & Walton Womens Center, P.C. 401(k) Profit Sharing Plan
  • PCT ind #647

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 Management of Enterprises retirement plans → · Plans in Florida →

Insure Homes Parent, LLC 401(k) Plan in the asset neighbourhood

Insure Homes Parent, LLC 401(k) PlanInsure Homes Parent, LLC 401…$26MCsg 401(k) Plan$26MSmith Schafer and Associates, Ltd. 401(k) Plan and TrustSmith Schafer and Associates…$26MHenderson & Walton Womens Center, P.C. 401(k) Profit Sharing PlanHenderson & Walton Womens Ce…$26MErmenegildo Zegna Corp. 401(k) Profit Sharing PlanErmenegildo Zegna Corp. 401(…$26M
End-of-year total assets ($M) among Insure Homes Parent, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN593678069
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service First Insurance Group, LLC)

Sponsor-wide plan assets over time

All Service First Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 41.01014856016657% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.4M $30.2M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 272 $21M
2023 1 264 $26M
2024 1 277 $30M

Nearby 401(k) Plans in Florida

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

Insure Homes Parent, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Insure Homes Parent, LLC 401(k) Plan, Total assets ($B): 0.026175146 · Participants: 264Insure Homes Parent, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Insure Homes Parent, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Insure Homes Parent, LLC 401(k) Plan side-by-side with 3 peers →

Insure Homes Parent, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Henderson & Walton Womens Center, P.C. 401(k) Profit Sharing Plan in AL ($26M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Insure Homes Parent, LLC 401(k) Plan assets move in 2023? ▼
Insure Homes Parent, LLC 401(k) Plan grew sharply - up 22.3% during 2023, from $21M to $26M. Reported net income was $5M.
How have Service First Insurance Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Service First Insurance Group, LLC's sponsor-wide assets grew 41.0%, from $21M to $30M.
Where does Insure Homes Parent, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Insure Homes Parent, LLC 401(k) Plan ranks in the 77th 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 Insure Homes Parent, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Henderson & Walton Womens Center, P.C. 401(k) Profit Sharing Plan in AL ($26M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Insure Homes Parent, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M 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 593678069.

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.