401(k) · DOL Form 5500 · 2023

Inszone Insurance Services LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
282
Participants Below avg headcount
50th
Percentile by assets National rank
$23,850
Avg per participant Low balance/head
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Official DOL plan name: Inszone Insurance Services LLC 401(k) Plan · Sponsored by Inszone Insurance Services LLC · California · Finance & Insurance

$7M in assets, 282 participants

Inszone Insurance Services LLC's Inszone Insurance Services LLC 401(k) Plan reported $7M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,177 in Finance & Insurance (8,869 peers)

Coverage in California

Inszone Insurance Services LLC 401(k) Plan covers 282 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $7M.

#3,177
in Finance & Insurance (8,869 peers)
+72.3%
assets growth YoY

Inszone Insurance Services LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Inszone Insurance Services LLC 401(k) Plan vs every filed plan by assets

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

$6,725,833 Top 50% higher than 50% 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

Inszone Insurance Services LLC 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. Inszone Insurance Services LLC 401(k) Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inszone Insurance Services LLC 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Inszone Insurance Services LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Inszone Insurance Services LLC 401(k) Plan reported participants rose from 169 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260879471 · Inszone Insurance Services LLC PY 2023 · 401(k)

Inszone Insurance Services LLC 401(k) Plan · $7M · 282 · 50th

  • BOY $7M
  • BOY 282
  • BOY 50th
  • BOY 401(k)
  • BOY near Greenville Country Club 401(k) Plan
  • BOY ind #3177

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 California →

Inszone Insurance Services LLC 401(k) Plan in the asset neighbourhood

Inszone Insurance Services LLC 401(k) PlanInszone Insurance Services L…$7MGreenville Country Club 401(k) PlanGreenville Country Club 401(…$7MAmerican Turned Products Retirement Savings PlanAmerican Turned Products Ret…$7MInktel 401(k) Plan$7MHuston-Tillotson University 401(k) PlanHuston-Tillotson University …$7M
End-of-year total assets ($M) among Inszone Insurance Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN260879471
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inszone Insurance Services LLC)

Sponsor-wide plan assets over time

All Inszone Insurance Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 256.2637126181062% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.9M $13.9M ▲ +256.7%
Year Plans Participants Total Assets
2022 1 169 $4M
2023 1 282 $7M
2024 1 458 $14M

Nearby 401(k) Plans in California

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

Inszone Insurance Services LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Inszone Insurance Services LLC 401(k) Plan, Total assets ($B): 0.006725833 · Participants: 282Inszone Insurance Services LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Inszone Insurance Services LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Inszone Insurance Services LLC 401(k) Plan side-by-side with 3 peers →

Inszone Insurance Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Greenville Country Club 401(k) Plan in SC ($7M); by covered participants it is E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan in WI (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Inszone Insurance Services LLC 401(k) Plan assets move in 2023? ▼
Inszone Insurance Services LLC 401(k) Plan surged - up 72.3% during 2023, from $4M to $7M. Reported net income was $3M.
How have Inszone Insurance Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inszone Insurance Services LLC's sponsor-wide assets grew 256.3%, from $4M to $14M.
Which 401(k) plans are similar in size to Inszone Insurance Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenville Country Club 401(k) Plan in SC ($7M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Inszone Insurance Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan in WI (282 participants, $42M 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 260879471.

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.