401(k) · DOL Form 5500 · 2023

Assuredpartners, Inc. 401(k) Plan

Data updated 2026-08-11

$878M
Total assets
8,610
Participants
98th
Percentile by assets
$102,019
Avg per participant
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Official DOL plan name: Assuredpartners 401(k) Plan · Sponsored by Assuredpartners, Inc. · Florida · Finance & Insurance

$878M in assets, 8,610 participants

Assuredpartners, Inc.'s Assuredpartners 401(k) Plan reported $878M in total assets and 8,610 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.

  • 98th percentile by assets (of 127,072 plans)
  • #8,619 in Finance & Insurance (8,869 peers)

Coverage in Florida

Assuredpartners 401(k) Plan covers 8,610 participants in Florida, 14x the typical Florida plan (state average ~628 per filing). Assets: $878M.

$878M
total plan assets (2023 EOY)
8,610
covered participants
98th
percentile by assets (of 127,072 plans)
$102,019
avg assets per participant

Where Assuredpartners 401(k) Plan sits by total assets

Assuredpartners 401(k) Plan vs every filed plan by assets

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

$878,383,641 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assuredpartners 401(k) Plan reported net income rose from -$83M in the plan year 2022 filing to $141M in the plan year 2023 filing.
  • Assuredpartners 401(k) Plan end-of-year assets rose from $738M in the plan year 2022 filing to $878M in the plan year 2023 filing.
  • Assuredpartners 401(k) Plan reported participants rose from 8,304 in the plan year 2022 filing to 8,610 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Finance & Insurance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Assuredpartners 401(k) Plan reports 8,610 participants - 14x that state average ($878M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$738M
Net Assets (End of Year)$878M
Net Income$141M
Employer EIN275176829
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assuredpartners, Inc.)

$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.74B $1.06B ▲ +43.2%
Total plan assets by year, all Assuredpartners, Inc. plans on file
Year Plans Participants Total Assets
2022 1 8,304 $738M
2023 1 8,610 $878M
2024 1 9,326 $1.1B

Nearby 401(k) Plans in Florida

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

Assuredpartners 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 05101520 Total assets ($B) Participants Assuredpartners 401(…, Total assets ($B): 0.878383641 · Participants: 8610Assuredpartners 401(…L3harris Retirement …, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Reti…Trinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets…, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets…
Assuredpartners 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Assuredpartners 401(k) Plan side-by-side with 3 peers →

Scale composition for Assuredpartners 401(k) Plan

Assuredpartners 401(k) Plan reports $878M in end-of-year assets across 8,610 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $102,019 per participant (74% of the national average assets-per-participant) . Net income for plan year 2023 was $141M.

This plan identity (EIN 275176829, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $738M to $1.1B (+43.1%) while covered participants moved from 8,304 to 9,326 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,304 $738M Open filing
2023 8,610 $878M This page
2024 · index core 9,326 $1.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Assuredpartners 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Assuredpartners 401(k) Plan assets move in 2023? ▼
Assuredpartners 401(k) Plan grew sharply - up 19.1% during 2023, from $738M to $878M. Reported net income was $141M.
How have Assuredpartners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assuredpartners, Inc.'s sponsor-wide assets grew 43.1%, from $738M to $1.1B.
Where does Assuredpartners 401(k) Plan rank by assets among Form 5500 filers? ▼
Assuredpartners 401(k) 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 401(k) plans are similar in size to Assuredpartners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is B. Braun Medical Inc. Savings Plan in PA ($879M, 6,235 participants).

Next read for Assuredpartners 401(k) Plan

Filing takeaways

Ways to act on Assuredpartners 401(k) Plan's numbers.

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 275176829.

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.