Defined Benefit (Pension) · DOL Form 5500 · 2023

Assurant, Inc. Pension Plan

Data updated 2026-08-25

$710M
Total assets Above avg plan size
3,785
Participants Above avg headcount
98th
Percentile by assets National rank
$187,666
Avg per participant Above avg balance/head
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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.

  • #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.

#1,051
in Management of Enterprises (1,137 peers)
-2.1%
assets change YoY
7.1×
vs typical plan assets (national mean)

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.

Assurant Pension Plan's outsized position by total assets

Assurant Pension Plan vs every filed plan by assets

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

$710,315,921 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

Assurant Pension 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. Assurant Pension Plan lands in the large band (3,785 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391126612 · Assurant, Inc. PY 2023 · Defined Benefit (Pension)

Assurant Pension Plan · $710M · 3,785 · 98th

  • NET $710M
  • NET 3,785
  • NET 98th
  • NET Defined Benefit (Pension)
  • NET near Ohio Farmers Insurance Company Pension Plan
  • NET ind #1051

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 Georgia →

Assurant Pension Plan in the asset neighbourhood

Premier Health Partners Employees Retirement PlanPremier Health Partners Empl…$712MDistrict No. 9 International Association of Machin Aerospace Workers Pension PlanDistrict No. 9 International…$711MAssurant Pension Plan$710MOhio Farmers Insurance Company Pension PlanOhio Farmers Insurance Compa…$710MPpg Industries, Inc. Retirement Plan FPpg Industries, Inc. Retirem…$710M
End-of-year total assets ($M) among Assurant Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$725M
Net Assets (End of Year)$657M
Net Income-$9M
Employer EIN391126612
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assurant, Inc.)

Sponsor-wide plan assets over time

All Assurant, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 18.377213751388506% vs 2022
2024 filing year
$2.2B$2.4B$2.6B$2.8B$3B 202220232024 $2.39B $2.83B ▲ +18.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Assurant Pension Plan, Total assets ($B): 0.710315921 · Participants: 3785Assurant Pension PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Assurant Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Assurant Pension Plan side-by-side with 3 peers →

Assurant Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Ohio Farmers Insurance Company Pension Plan in OH ($710M); by covered participants it is Vns Health Care Pension Plan in NY (3,781 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,785 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 Assurant Pension Plan assets move in 2023? ▼
Assurant Pension Plan edged down modestly - down 2.1% during 2023, from $725M to $710M. Reported net income was -$9M.
How have Assurant, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assurant, Inc.'s sponsor-wide assets grew 18.4%, from $2.4B to $2.8B.
Where does Assurant Pension Plan rank by assets among Form 5500 filers? ▼
Assurant Pension 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 Defined Benefit (Pension) plans are similar in size to Assurant Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ohio Farmers Insurance Company Pension Plan in OH ($710M, 2,143 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Assurant Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vns Health Care Pension Plan in NY (3,781 participants, $489M 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 391126612.

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.