401(k)
2023 plan-year 401(k) DOL Form 5500

Acrisure 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Acrisure, LLC · Michigan · Finance & Insurance

What the 2023 filing shows

Acrisure 401(k) Savings Plan holds $856M for 12,363 participants — about $69,273 per participant, up 41.0% over the 2023 plan year.

$856M
total plan assets (2023 EOY)
12,363
covered participants
$69,273
avg assets per participant
+41.0%
assets growth YoY
Total Assets (2023)
$856M
Participants
12,363
State
Industry
Finance & Insurance

What the Filing Says About Acrisure 401(k) Savings Plan

Acrisure 401(k) Savings Plan is a 401(k) retirement plan sponsored by Acrisure, LLC, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $856M in total end-of-year assets and covers 12,363 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 263554645, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $607M at the beginning of 2023 to $856M at year-end — a gain of 41.0%. Net assets (after liabilities) closed the year at $856M, with reported net income of $150M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$607M
Total Assets (End of Year)$856M
Net Assets (End of Year)$856M
Net Income$150M
Plan Type401(k)
Employer EIN263554645
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acrisure, LLC)

Year Plans Participants Total Assets
2022 2 10,262 $646M
2023 2 12,495 $897M
2024 2 12,829 $1.1B

Nearby 401(k) Plans in Michigan

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Frequently Asked Questions

How much money is in the Acrisure 401(k) Savings Plan?
As of the 2023 Form 5500 filing, Acrisure 401(k) Savings Plan holds $856M in total assets with 12,363 participants. It is sponsored by Acrisure, LLC.
What type of plan is Acrisure 401(k) Savings Plan?
Acrisure 401(k) Savings Plan is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 263554645.
Who sponsors the Acrisure 401(k) Savings Plan?
Acrisure 401(k) Savings Plan is sponsored by Acrisure, LLC, located in Michigan. The sponsor's EIN is 263554645 and the plan operates in the Finance & Insurance industry.
How did Acrisure 401(k) Savings Plan perform in 2023?
Acrisure 401(k) Savings Plan grew by 41.0% during 2023, moving from $607M to $856M in total assets. Net income was $150M.
Where can I find official filings for Acrisure 401(k) Savings Plan?
Official Form 5500 filings for Acrisure 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263554645 or plan name at efast.dol.gov.
How does Acrisure 401(k) Savings Plan compare to other plans?
You can compare Acrisure 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 263554645.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.