401(k) · DOL Form 5500 · 2023

Assuredpartners, Inc. 401(k) Plan

Data updated 2026-08-25

$878M
Total assets Above avg plan size
8,610
Participants Very large workforce
98th
Percentile by assets National rank
$102,019
Avg per participant Below avg balance/head
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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.

  • #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.

#8,619
in Finance & Insurance (8,869 peers)
+19.1%
assets growth YoY
8.8×
vs typical plan assets (national mean)

Assuredpartners 401(k) Plan's outsized position 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 $2,050,000,000 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

Assuredpartners 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assuredpartners 401(k) Plan lands in the large band (8,610 participants).

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 →

Form 5500 schedule snapshot

Filing strip 275176829 · Assuredpartners, Inc. PY 2023 · 401(k)

Assuredpartners 401(k) Plan · $878M · 8,610 · 98th

  • RANK $878M
  • PHOTO 8,610
  • IND 98th
  • EOY 401(k)
  • 5500 near B. Braun Medical Inc. Savings Plan
  • ASSETS ind #8619

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 Florida →

Assuredpartners 401(k) Plan in the asset neighbourhood

Wsgr 401(k) and Profit Sharing PlanWsgr 401(k) and Profit Shari…$879MB. Braun Medical Inc. Savings PlanB. Braun Medical Inc. Saving…$879MAssuredpartners 401(k) Plan$878MMorningstar, Inc. 401(k) Plan$878MAmica 401(k) Retirement Savings PlanAmica 401(k) Retirement Savi…$877M
End-of-year total assets ($M) among Assuredpartners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Assuredpartners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 43.108744482127754% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.74B $1.06B ▲ +43.2%
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 ($B) Participants Assuredpartners 401(k) Plan, Total assets ($B): 0.878383641 · Participants: 8610Assuredpartners 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
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:

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

Outside Florida, the nearest 401(k) by assets is B. Braun Medical Inc. Savings Plan in PA ($879M); by covered participants it is The Queen's Health Systems Retirement Savings Plan in HI (8,612 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($878M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,610 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 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).
Which 401(k) plans cover a similar participant headcount to Assuredpartners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Queen's Health Systems Retirement Savings Plan in HI (8,612 participants, $1.6B 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 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.