Defined Benefit (Pension) · DOL Form 5500 · 2023
Assurant, Inc. Pension Plan
Data updated 2026-08-11
- $710M
- Total assets
- 3,785
- Participants
- 98th
- Percentile by assets
- $187,666
- Avg per participant
Official DOL plan name: Assurant Pension Plan · Sponsored by Assurant, Inc. · Georgia · Management of Enterprises
$710M in assets, 3,785 participants
Assurant, Inc.'s Assurant Pension Plan reported $710M in total assets and 3,785 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)
- #1,051 in Management of Enterprises (1,137 peers)
Coverage in Georgia
Assurant Pension Plan covers 3,785 participants in Georgia, 3.5x the typical Georgia plan (state average ~1,096 per filing). Assets: $710M.
- $710M
- total plan assets (2023 EOY)
- 3,785
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $187,666
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Assurant Pension Plan reported net income rose from -$198M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- Assurant Pension Plan reported participants fell from 4,183 in the plan year 2022 filing to 3,785 in the plan year 2023 filing.
- Assurant Pension Plan end-of-year assets fell from $725M in the plan year 2022 filing to $710M in the plan year 2023 filing.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Assurant Pension Plan reports 3,785 participants - 3.5x that state average ($710M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $725M |
|---|---|
| Net Assets (End of Year) | $657M |
| Net Income | -$9M |
| Employer EIN | 391126612 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Assurant, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 17,127 | $2.4B |
| 2023 | 2 | 14,518 | $2.6B |
| 2024 | 2 | 13,367 | $2.8B |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Assurant Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
- The Southern Company Pension Plan $15.6B · 25,241
- UPS/Ibt Full-Time Employee Pension Plan $12.3B · 70,241
- UPS Pension Plan $9.7B · 153,217
- Cox Enterprises, Inc. Pension Plan $7.4B · 24,023
- Delta Retirement Plan $7.3B · 15,601
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Assurant Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Assurant Pension Plan assets move in 2023? ▼
How have Assurant, Inc. plan assets changed over time? ▼
Where does Assurant Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Assurant Pension Plan? ▼
Next read for Assurant Pension Plan
Filing takeaways
Ways to act on Assurant Pension Plan's numbers.
- By total assets, Assurant Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
- Assurant, Inc.'s sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Management of Enterprises plans