401(k) · DOL Form 5500 · 2023

Doxa Insurance Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
189
Participants Below avg headcount
83rd
Percentile by assets National rank
$210,968
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Doxa Insurance Holdings, LLC 401(k) Plan · Sponsored by Doxa Insurance Holdings, LLC · California · Finance & Insurance

$40M in assets, 189 participants

Doxa Insurance Holdings, LLC's Doxa Insurance Holdings, LLC 401(k) Plan reported $40M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,559 in Finance & Insurance (8,869 peers)

Coverage in California

Doxa Insurance Holdings, LLC 401(k) Plan covers 189 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $40M.

#6,559
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Doxa Insurance Holdings, LLC 401(k) Plan's outsized position by total assets

Doxa Insurance Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$39,873,024 Top 17% higher than 83% 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

Doxa Insurance Holdings, 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. Doxa Insurance Holdings, LLC 401(k) Plan sits mid-pack in the medium band (189 participants).

EBSA filing schedule strip

Filing strip 474868271 · Doxa Insurance Holdings, LLC PY 2023 · 401(k)

Doxa Insurance Holdings, LLC 401(k) Plan · $40M · 189 · 83rd

  • BOOK $40M
  • BOOK 189
  • BOOK 83rd
  • BOOK 401(k)
  • BOOK near Iqe USA 401(k) Plan
  • BOOK ind #6559

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 →

Doxa Insurance Holdings, LLC 401(k) Plan in the asset neighbourhood

Nicholas & Company 401(k) Profit Sharing PlanNicholas & Company 401(k) Pr…$40MGelber Group 401(k) Plan$40MLochmueller Group, Inc. 401(k) Savings PlanLochmueller Group, Inc. 401(…$40MDoxa Insurance Holdings, LLC 401(k) PlanDoxa Insurance Holdings, LLC…$40MIqe USA 401(k) Plan$40M
End-of-year total assets ($M) among Doxa Insurance Holdings, 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)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN474868271
Plan Effective Date2022-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Doxa Insurance Holdings, LLC)

Sponsor-wide plan assets over time

All Doxa Insurance Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M
2024 filing year
$0M$20M$40M$60M 202220232024 $0M $53.1M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 114 N/A
2023 1 189 $40M
2024 1 383 $53M

Nearby 401(k) Plans in California

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

Doxa Insurance Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Doxa Insurance Holdings, LLC 401(k) Plan, Total assets ($B): 0.039873024 · Participants: 189Doxa Insurance Holdings, 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
Doxa Insurance Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Doxa Insurance Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Doxa Insurance Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Iqe USA 401(k) Plan in PA ($40M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Doxa Insurance Holdings, LLC 401(k) Plan assets move in 2023? ▼
Doxa Insurance Holdings, LLC 401(k) Plan grew sharply - up 23.3% during 2023, from $32M to $40M. Reported net income was $8M.
Where does Doxa Insurance Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Doxa Insurance Holdings, LLC 401(k) Plan ranks in the 83rd 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 Doxa Insurance Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iqe USA 401(k) Plan in PA ($40M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Doxa Insurance Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 474868271.

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.