401(k) · DOL Form 5500 · 2023
Insurify, Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $43,238
- Avg per participant Low balance/head
Official DOL plan name: Insurify 401(k) Plan · Sponsored by Insurify, Inc · Massachusetts · Finance & Insurance
$5M in assets, 112 participants
Insurify, Inc's Insurify 401(k) Plan reported $5M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #2,732 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Insurify 401(k) Plan covers 112 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.
- #2,732
- in Finance & Insurance (8,869 peers)
- +162.0%
- assets growth YoY
Insurify 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Insurify 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,842,638 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Insurify 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurify 401(k) Plan sits mid-pack in the medium band (112 participants).
DOL schedule card
Filing strip 462732148 · Insurify, Inc PY 2023 · 401(k)
Insurify 401(k) Plan · $5M · 112 · 44th
- NET $5M
- NET 112
- NET 44th
- NET 401(k)
- NET near Green Valley Grocery 401(k) Retirement Plan
- NET ind #2732
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 Massachusetts →
Insurify 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $3M |
| Employer EIN | 462732148 |
| Plan Effective Date | 2017-09-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Insurify, Inc)
Sponsor-wide plan assets over time
All Insurify, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 22.491790631469872% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 112 | $5M |
| 2024 | 1 | 99 | $6M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Insurify 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Green Valley Grocery 401(k) Retirement Plan in NV ($5M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
- Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
- Left Right LLC 401(k) Plan (NY) 112 · 0 off
- Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.