Insurance Svcs 401(k)
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by The Insurance Services Incorporated · New Mexico · Finance & Insurance
What the 2023 filing shows
Insurance Svcs 401(k) holds N/A for 3 participants.
- N/A
- total plan assets (2023 EOY)
- 3
- covered participants
What the Filing Says About Insurance Svcs 401(k)
Insurance Svcs 401(k) is a 401(k) retirement plan sponsored by The Insurance Services Incorporated, headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 831860744, and the plan has been effective since 2018-09-11. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. 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 1 prior plan-year filing 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) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | 401(k) |
| Employer EIN | 831860744 |
| Plan Effective Date | 2018-09-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Insurance Services Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | N/A |
| 2023 | 1 | 3 | N/A |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
Related Data
Guides
Frequently Asked Questions
How much money is in the Insurance Svcs 401(k)? ▼
What type of plan is Insurance Svcs 401(k)? ▼
Who sponsors the Insurance Svcs 401(k)? ▼
How did Insurance Svcs 401(k) perform in 2023? ▼
Where can I find official filings for Insurance Svcs 401(k)? ▼
How does Insurance Svcs 401(k) compare to other plans? ▼
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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 831860744.
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.
Read our methodology — how this data is sourced, computed, and verified.