401(k) · DOL Form 5500 · 2023

Assuredpartners Investment Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
735
Participants Near avg headcount
77th
Percentile by assets National rank
$34,876
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Assuredpartners Pep · Sponsored by Assuredpartners Investment Advisors, LLC · Florida · Finance & Insurance

$26M in assets, 735 participants

Assuredpartners Investment Advisors, LLC's Assuredpartners Pep reported $26M in total assets and 735 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,750 in Finance & Insurance (8,869 peers)

Where Assuredpartners Pep sits by assets

Assuredpartners Pep sits in the top quartile of all filed plans by assets, $26M for 735 participants (~$34,876/participant), up 209.6% in 2023.

#5,750
in Finance & Insurance (8,869 peers)
+209.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Assuredpartners Pep's outsized position by total assets

Assuredpartners Pep vs every filed plan by assets

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

$25,634,075 Top 23% higher than 77% 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 Pep among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assuredpartners Pep sits mid-pack in the medium band (735 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assuredpartners Pep reported participants rose from 22 in the plan year 2022 filing to 735 in the plan year 2023 filing.
  • Assuredpartners Pep reported net income rose from $892K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Assuredpartners Pep end-of-year assets rose from $8M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850777552 · Assuredpartners Investment Advisors, LLC PY 2023 · 401(k)

Assuredpartners Pep · $26M · 735 · 77th

  • EBSA $26M
  • EBSA 735
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Prince Lobel Tye LLP 401(k) Plan
  • EBSA ind #5750

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 Pep in the asset neighbourhood

Upper Lakes Foods, Inc. Retirement Savings PlanUpper Lakes Foods, Inc. Reti…$26MPoulin Grain, Inc. 401(k) Profit Sharing PlanPoulin Grain, Inc. 401(k) Pr…$26MAssuredpartners Pep$26MPrince Lobel Tye LLP 401(k) PlanPrince Lobel Tye LLP 401(k) …$26MHines Precision 401(k) Retirement PlanHines Precision 401(k) Retir…$26M
End-of-year total assets ($M) among Assuredpartners Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN850777552
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assuredpartners Investment Advisors, LLC)

Sponsor-wide plan assets over time

All Assuredpartners Investment Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 325.36208288149703% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $8.29M $35.3M ▲ +325.6%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 735 $26M
2024 1 923 $35M

Nearby 401(k) Plans in Florida

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

Assuredpartners Pep vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Assuredpartners Pep, Total assets ($B): 0.025634075 · Participants: 735Assuredpartners PepL3harris 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 Pep vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Assuredpartners Pep side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Prince Lobel Tye LLP 401(k) Plan in MA ($26M); by covered participants it is King Ranch, Inc. 401(k) Employee Retirement Savings Plan in TX (735 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (735 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 Pep assets move in 2023? ▼
Assuredpartners Pep surged - up 209.6% during 2023, from $8M to $26M. Reported net income was $6M.
How have Assuredpartners Investment Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assuredpartners Investment Advisors, LLC's sponsor-wide assets grew 325.4%, from $8M to $35M.
Where does Assuredpartners Pep rank by assets among Form 5500 filers? ▼
Assuredpartners Pep ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Assuredpartners Pep? ▼
Among 401(k) plans in other states, the closest by assets is Prince Lobel Tye LLP 401(k) Plan in MA ($26M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Assuredpartners Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is King Ranch, Inc. 401(k) Employee Retirement Savings Plan in TX (735 participants, $56M 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 850777552.

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.