401(k) · DOL Form 5500 · 2023

Amwins Group, Inc. 401(k) Plan

Data updated 2026-08-11

$693M
Total assets: 5,781
Participants: 98th
Percentile by assets: $119,858
Avg per participant

Official DOL plan name: Amwins Group, Inc. 401(k) Plan · Sponsored by Amwins Group, Inc. · North Carolina · Finance & Insurance

$693M in assets, 5,781 participants

Amwins Group, Inc.'s Amwins Group, Inc. 401(k) Plan reported $693M in total assets and 5,781 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)
#8,553 in Finance & Insurance (8,869 peers)

Coverage in North Carolina

Amwins Group, Inc. 401(k) Plan covers 5,781 participants in North Carolina, 7.1x the typical North Carolina plan (state average ~819 per filing). Assets: $693M.

$693M
total plan assets (2023 EOY): 5,781
covered participants: 98th
percentile by assets (of 127,072 plans): $119,858
avg assets per participant

Amwins Group, Inc. 401(k) Plan reported net income rose from -$85M in the plan year 2022 filing to $148M in the plan year 2023 filing.
Amwins Group, Inc. 401(k) Plan end-of-year assets rose from $544M in the plan year 2022 filing to $693M in the plan year 2023 filing.
Amwins Group, Inc. 401(k) Plan reported participants rose from 5,389 in the plan year 2022 filing to 5,781 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

North Carolina

Industry

Finance & Insurance

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Amwins Group, Inc. 401(k) Plan reports 5,781 participants - 7.1x that state average ($693M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$544M
Net Assets (End of Year)	$693M
Net Income	$148M
Employer EIN	134009411
Plan Effective Date	1998-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Amwins Group, Inc.)

Total plan assets by year, all Amwins Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	5,389	$544M
2023	1	5,781	$693M
2024	1	6,280	$844M

Nearby 401(k) Plans in North Carolina

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

Amwins Group, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Amwins Group, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Amwins Group, Inc. 401(k) Plan

Amwins Group, Inc. 401(k) Plan reports $693M in end-of-year assets across 5,781 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $119,858 per participant (87% of the national average assets-per-participant) . Net income for plan year 2023 was $148M.

This plan identity (EIN 134009411, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $544M to $844M (+55.1%) while covered participants moved from 5,389 to 6,280 . Single-year sparse filers cannot show that trail.

Plan year	Participants	EOY assets	Filing
2022	5,389	$544M	Open filing
2023	5,781	$693M	This page
2024 · index core	6,280	$844M	Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Amwins Group, Inc. 401(k) Plan (401(k), $844M, 6,280 participants)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Amwins Group, Inc. 401(k) Plan by total assets, not by location.

Averitt Express, Inc. Profit Sharing and 401(k) Plan (TN) $693M · 9,257
West Monroe Partners, Inc. 401(k) Plan (IL) $694M · 2,322
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust (MN) $694M · 2,673
Avis Budget Group, Inc. Employee Savings Plan (NJ) $692M · 12,975

Frequently Asked Questions

How did Amwins Group, Inc. 401(k) Plan assets move in 2023? ▼

Amwins Group, Inc. 401(k) Plan grew sharply - up 27.3% during 2023, from $544M to $693M. Reported net income was $148M.

How have Amwins Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Amwins Group, Inc.'s sponsor-wide assets grew 55.1%, from $544M to $844M.

Where does Amwins Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Amwins Group, Inc. 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 Amwins Group, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Averitt Express, Inc. Profit Sharing and 401(k) Plan in TN ($693M, 9,257 participants).

Next read for Amwins Group, Inc. 401(k) Plan

Filing takeaways

Ways to act on Amwins Group, Inc. 401(k) Plan's numbers.

By total assets, Amwins Group, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Amwins Group, Inc.'s sponsor-wide assets have grown 55.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 134009411.