401(k) · DOL Form 5500 · 2023
Hagerty Insurance Agency, LLC 401(k) Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 1,678
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $80,573
- Avg per participant Below avg balance/head
Official DOL plan name: Hagerty Insurance Agency, LLC Employee' 401(k) Plan · Sponsored by Hagerty Insurance Agency, LLC · Michigan · Finance & Insurance
$135M in assets, 1,678 participants
Hagerty Insurance Agency, LLC's Hagerty Insurance Agency, LLC Employee' 401(k) Plan reported $135M in total assets and 1,678 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,898 in Finance & Insurance (8,869 peers)
Coverage in Michigan
Hagerty Insurance Agency, LLC Employee' 401(k) Plan covers 1,678 participants in Michigan, 2.6x the typical Michigan plan (state average ~638 per filing). Assets: $135M.
- #7,898
- in Finance & Insurance (8,869 peers)
- +15.4%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Hagerty Insurance Agency, LLC Employee' 401(k) Plan's outsized position by total assets
Hagerty Insurance Agency, LLC Employee' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$135,201,039 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hagerty Insurance Agency, LLC Employee' 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. Hagerty Insurance Agency, LLC Employee' 401(k) Plan lands in the large band (1,678 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hagerty Insurance Agency, LLC Employee' 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Hagerty Insurance Agency, LLC Employee' 401(k) Plan end-of-year assets rose from $117M in the plan year 2022 filing to $135M in the plan year 2023 filing.
- Hagerty Insurance Agency, LLC Employee' 401(k) Plan reported participants rose from 1,490 in the plan year 2022 filing to 1,678 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 880268247 · Hagerty Insurance Agency, LLC PY 2023 · 401(k)
Hagerty Insurance Agency, LLC Employee' 401(k) Plan · $135M · 1,678 · 93rd
- PART $135M
- PART 1,678
- PART 93rd
- PART 401(k)
- PART near Deckers Outdoor Corporation 401(k) Plan
- PART ind #7898
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 Michigan →
Hagerty Insurance Agency, LLC Employee' 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $18M |
| Employer EIN | 880268247 |
| Plan Effective Date | 1992-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hagerty Insurance Agency, LLC)
Sponsor-wide plan assets over time
All Hagerty Insurance Agency, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 38.70367244000317% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,490 | $117M |
| 2023 | 1 | 1,678 | $135M |
| 2024 | 1 | 1,588 | $163M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Hagerty Insurance Agency, LLC Employee' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Deckers Outdoor Corporation 401(k) Plan in CA ($135M); by covered participants it is Iherb 401(k) Plan in CA (1,678 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- Deckers Outdoor Corporation 401(k) Plan (CA) $135M · 1,742
- Kubota Tractor 401(k) Plan (TX) $135M · 1,238
- Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan (IN) $135M · 929
- Irving 401(k) Plan (ME) $135M · 1,559
Similar participant headcount
Nearest other-state filings by covered participants (1,678 participants); asset peers above are excluded.
- Iherb 401(k) Plan (CA) 1,678 · 0 off
- Lindt & Sprungli North America, Inc. and Russell Stover Chocolates, LLC 401(k) Plan (MO) 1,678 · 0 off
- Xator 401(k) Retirement Plan (VA) 1,677 · 1 off
- Dynatrace Inc 401(k) Plan (MA) 1,677 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.