401(k) · DOL Form 5500 · 2023

Amwins Group, Inc. 401(k) Plan

Data updated 2026-08-25

$693M
Total assets Above avg plan size
5,781
Participants Above avg headcount
98th
Percentile by assets National rank
$119,858
Avg per participant Near avg balance/head
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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.

  • #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.

#8,553
in Finance & Insurance (8,869 peers)
+27.3%
assets growth YoY
7.0×
vs typical plan assets (national mean)

Amwins Group, Inc. 401(k) Plan's outsized position by total assets

Amwins Group, Inc. 401(k) Plan vs every filed plan by assets

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

$692,897,653 Top 2% higher than 98% 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

Amwins Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amwins Group, Inc. 401(k) Plan lands in the large band (5,781 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 134009411 · Amwins Group, Inc. PY 2023 · 401(k)

Amwins Group, Inc. 401(k) Plan · $693M · 5,781 · 98th

  • BOOK $693M
  • VS-ST 5,781
  • BOY 98th
  • SCH 401(k)
  • EBSA near Averitt Express, Inc. Profit Sharing and 401(k) Plan
  • PART ind #8553

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 North Carolina →

Amwins Group, Inc. 401(k) Plan in the asset neighbourhood

M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and TrustM. a. Mortenson Company Prof…$694MWest Monroe Partners, Inc. 401(k) PlanWest Monroe Partners, Inc. 4…$694MAveritt Express, Inc. Profit Sharing and 401(k) PlanAveritt Express, Inc. Profit…$693MAmwins Group, Inc. 401(k) PlanAmwins Group, Inc. 401(k) Pl…$693MAvis Budget Group, Inc. Employee Savings PlanAvis Budget Group, Inc. Empl…$692M
End-of-year total assets ($M) among Amwins Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$544M
Net Assets (End of Year)$693M
Net Income$148M
Employer EIN134009411
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amwins Group, Inc.)

Sponsor-wide plan assets over time

All Amwins Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$844M 55.09700768949588% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $544M $844M ▲ +55.1%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Amwins Group, Inc. 401(k) Plan, Total assets ($B): 0.692897653 · Participants: 5781Amwins Group, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Amwins Group, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
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's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Averitt Express, Inc. Profit Sharing and 401(k) Plan in TN ($693M); by covered participants it is Consilio 401(k) Plan in DC (5,782 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,781 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 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).
Which 401(k) plans cover a similar participant headcount to Amwins Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consilio 401(k) Plan in DC (5,782 participants, $216M 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 134009411.

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.