401(k) · DOL Form 5500 · 2023

Selectquote Insurance Services 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
4,168
Participants Above avg headcount
92nd
Percentile by assets National rank
$24,930
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Selectquote Retirement Plan · Sponsored by Selectquote Insurance Services · Kansas · Finance & Insurance

$104M in assets, 4,168 participants

Selectquote Insurance Services's Selectquote Retirement Plan reported $104M in total assets and 4,168 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,718 in Finance & Insurance (8,869 peers)

Coverage in Kansas

Selectquote Retirement Plan covers 4,168 participants in Kansas, 12x the typical Kansas plan (state average ~360 per filing). Assets: $104M.

#7,718
in Finance & Insurance (8,869 peers)
+32.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Selectquote Retirement Plan's outsized position by total assets

Selectquote Retirement Plan vs every filed plan by assets

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

$103,909,320 Top 8% higher than 92% 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

Selectquote Retirement 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. Selectquote Retirement Plan lands in the large band (4,168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Selectquote Retirement Plan end-of-year assets rose from $78M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Selectquote Retirement Plan reported net income rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Selectquote Retirement Plan reported participants fell from 4,465 in the plan year 2022 filing to 4,168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680027389 · Selectquote Insurance Services PY 2023 · 401(k)

Selectquote Retirement Plan · $104M · 4,168 · 92nd

  • BOOK $104M
  • BOOK 4,168
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Abn Amro and Its Affiliates 401(k) Plan
  • BOOK ind #7718

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 Kansas →

Selectquote Retirement Plan in the asset neighbourhood

Xanterra Parks & Resorts, Inc. Employee Savings PlanXanterra Parks & Resorts, In…$104MLifeline Medical Associates, LLC Cash or Deferred Profit Sharing PlanLifeline Medical Associates,…$104MSelectquote Retirement Plan$104MAbn Amro and Its Affiliates 401(k) PlanAbn Amro and Its Affiliates …$104MPacira Biosciences, Inc 401(k) Salary Savings PlanPacira Biosciences, Inc 401(…$104M
End-of-year total assets ($M) among Selectquote Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$104M
Net Income$26M
Employer EIN680027389
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Selectquote Insurance Services)

Sponsor-wide plan assets over time

All Selectquote Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$140M 78.58256575502111% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $78.3M $140M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 4,465 $78M
2023 1 4,168 $104M
2024 1 4,080 $140M

Nearby 401(k) Plans in Kansas

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

Selectquote Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Selectquote Retirement Plan, Total assets ($B): 0.10390932 · Participants: 4168Selectquote Retirement PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Selectquote Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

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

Outside Kansas, the nearest 401(k) by assets is Abn Amro and Its Affiliates 401(k) Plan in IL ($104M); by covered participants it is Parade Enterprises LLC, 401(k) Plan in NJ (4,169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,168 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 Selectquote Retirement Plan assets move in 2023? ▼
Selectquote Retirement Plan surged - up 32.8% during 2023, from $78M to $104M. Reported net income was $26M.
How have Selectquote Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Selectquote Insurance Services's sponsor-wide assets grew 78.6%, from $78M to $140M.
Where does Selectquote Retirement Plan rank by assets among Form 5500 filers? ▼
Selectquote Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Selectquote Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abn Amro and Its Affiliates 401(k) Plan in IL ($104M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Selectquote Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parade Enterprises LLC, 401(k) Plan in NJ (4,169 participants, $487K in assets).