401(k) · DOL Form 5500 · 2023

Nsm Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
738
Participants Near avg headcount
87th
Percentile by assets National rank
$81,359
Avg per participant Below avg balance/head
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Official DOL plan name: Nsm Insurance Group 401(k) Plan · Sponsored by Nsm Insurance Group, LLC · Pennsylvania · Finance & Insurance

$60M in assets, 738 participants

Nsm Insurance Group, LLC's Nsm Insurance Group 401(k) Plan reported $60M in total assets and 738 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,144 in Finance & Insurance (8,869 peers)

Where Nsm Insurance Group 401(k) Plan sits by assets

Nsm Insurance Group 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 738 participants (~$81,359/participant), up 50.1% in 2023.

#7,144
in Finance & Insurance (8,869 peers)
+50.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Nsm Insurance Group 401(k) Plan's outsized position by total assets

Nsm Insurance Group 401(k) Plan vs every filed plan by assets

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

$60,043,033 Top 13% higher than 87% 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

Nsm Insurance Group 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. Nsm Insurance Group 401(k) Plan sits mid-pack in the medium band (738 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nsm Insurance Group 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Nsm Insurance Group 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Nsm Insurance Group 401(k) Plan reported participants rose from 653 in the plan year 2022 filing to 738 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830348144 · Nsm Insurance Group, LLC PY 2023 · 401(k)

Nsm Insurance Group 401(k) Plan · $60M · 738 · 87th

  • BOOK $60M
  • BOOK 738
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near The Linux Foundation 401(k) Plan
  • BOOK ind #7144

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 Pennsylvania →

Nsm Insurance Group 401(k) Plan in the asset neighbourhood

Pirelli Tire Savings Plan$60MThe Linux Foundation 401(k) PlanThe Linux Foundation 401(k) …$60MNsm Insurance Group 401(k) PlanNsm Insurance Group 401(k) P…$60MGerdau Macsteel Savings Plan for Bargaining EmployeesGerdau Macsteel Savings Plan…$60MWilson-Mcshane Corporation Retirement Income PlanWilson-Mcshane Corporation R…$60M
End-of-year total assets ($M) among Nsm Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$60M
Net Income$20M
Employer EIN830348144
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nsm Insurance Group, LLC)

Sponsor-wide plan assets over time

All Nsm Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 45.73181061134191% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40M $58.3M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 653 $40M
2023 1 738 $60M
2024 1 947 $58M

Nearby 401(k) Plans in Pennsylvania

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

Nsm Insurance Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Nsm Insurance Group 401(k) Plan, Total assets ($B): 0.060043033 · Participants: 738Nsm Insurance Group 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Nsm Insurance Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Nsm Insurance Group 401(k) Plan side-by-side with 3 peers →

Nsm Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Linux Foundation 401(k) Plan in CA ($60M); by covered participants it is B1bank Employee Retirement Plan and Trust in LA (738 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (738 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 Nsm Insurance Group 401(k) Plan assets move in 2023? ▼
Nsm Insurance Group 401(k) Plan surged - up 50.1% during 2023, from $40M to $60M. Reported net income was $20M.
How have Nsm Insurance Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nsm Insurance Group, LLC's sponsor-wide assets grew 45.7%, from $40M to $58M.
Where does Nsm Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Nsm Insurance Group 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nsm Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Linux Foundation 401(k) Plan in CA ($60M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Nsm Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B1bank Employee Retirement Plan and Trust in LA (738 participants, $62M 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 830348144.

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.