401(k) · DOL Form 5500 · 2023

Trusted Insurance Advisor Services, Inc. 401(k) Plan

Data updated 2026-08-25

$413K
Total assets Small plan by assets
7
Participants Small participant base
16th
Percentile by assets National rank
$58,931
Avg per participant Low balance/head
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Official DOL plan name: Trusted Insurance Advisor Services Retirement Plan · Sponsored by Trusted Insurance Advisor Services, Inc. · Illinois · Food Services & Accommodation

$413K in assets, 7 participants

Trusted Insurance Advisor Services, Inc.'s Trusted Insurance Advisor Services Retirement Plan reported $413K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,666 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Trusted Insurance Advisor Services Retirement Plan ranks #1,666 of 3,828 2023 filers by assets (4743% of the sector average)-$413K for 7 participants.

#1,666
in Food Services & Accommodation (3,828 peers)
+3.5%
assets growth YoY

Trusted Insurance Advisor Services Retirement Plan among the smaller filed plans by assets

Trusted Insurance Advisor Services Retirement Plan vs every filed plan by assets

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

$412,520 16th percentile higher than 16% 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

Trusted Insurance Advisor Services Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trusted Insurance Advisor Services Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trusted Insurance Advisor Services Retirement Plan reported net income fell from $47K in the plan year 2022 filing to $14K in the plan year 2023 filing.
  • Trusted Insurance Advisor Services Retirement Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Trusted Insurance Advisor Services Retirement Plan end-of-year assets rose from $399K in the plan year 2022 filing to $413K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813003081 · Trusted Insurance Advisor Services, Inc. PY 2023 · 401(k)

Trusted Insurance Advisor Services Retirement Plan · $413K · 7 · 16th

  • NET $413K
  • NET 7
  • NET 16th
  • NET 401(k)
  • NET near Phoenix Holdings Inc 401(k) Plan
  • NET ind #1666

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

Trusted Insurance Advisor Services Retirement Plan in the asset neighbourhood

Trusted Insurance Advisor Services Retirement PlanTrusted Insurance Advisor Se…$413KPhoenix Holdings Inc 401(k) PlanPhoenix Holdings Inc 401(k) …$413KElite Visions Holdings, Inc. 401(k) PlanElite Visions Holdings, Inc.…$413KBuker Enterprises Inc. Retirement PlanBuker Enterprises Inc. Retir…$413KGolden Dog Wellness 401(k) PlanGolden Dog Wellness 401(k) P…$413K
End-of-year total assets ($M) among Trusted Insurance Advisor Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$399K
Net Assets (End of Year)$413K
Net Income$14K
Employer EIN813003081
Plan Effective Date2016-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Trusted Insurance Advisor Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$418K 4.890282131661442% vs 2022
2024 filing year
$0.39M$0.4M$0.41M$0.42M$0.43M 202220232024 $0.4M $0.42M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 8 $399K
2023 1 7 $413K
2024 1 12 $418K

Nearby 401(k) Plans in Illinois

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

Trusted Insurance Advisor Services Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Trusted Insurance Advisor Services Retirement Plan, Total assets ($B): 0.00041252 · Participants: 7Trusted Insurance Advisor Services Retirement 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
Trusted Insurance Advisor Services Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Trusted Insurance Advisor Services Retirement Plan side-by-side with 3 peers →

Trusted Insurance Advisor Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Phoenix Holdings Inc 401(k) Plan in IN ($413K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($413K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Trusted Insurance Advisor Services Retirement Plan assets move in 2023? ▼
Trusted Insurance Advisor Services Retirement Plan edged up modestly - up 3.5% during 2023, from $399K to $413K. Reported net income was $14K.
How have Trusted Insurance Advisor Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trusted Insurance Advisor Services, Inc.'s sponsor-wide assets grew 4.9%, from $399K to $418K.
Where does Trusted Insurance Advisor Services Retirement Plan rank by assets among Form 5500 filers? ▼
Trusted Insurance Advisor Services Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Trusted Insurance Advisor Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix Holdings Inc 401(k) Plan in IN ($413K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Trusted Insurance Advisor Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 813003081.

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.