401(k) · DOL Form 5500 · 2024
Trusted Insurance Advisor Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $418K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $34,854
- Avg per participant Low balance/head
Official DOL plan name: Trusted Insurance Advisor Services Retirement Plan · Sponsored by Trusted Insurance Advisor Services, Inc. · Illinois · Food Services & Accommodation
$418K in assets, 12 participants
Trusted Insurance Advisor Services, Inc.'s Trusted Insurance Advisor Services Retirement Plan reported $418K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #1,587 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Trusted Insurance Advisor Services Retirement Plan ranks #1,587 of 3,672 2024 filers by assets (4678% of the sector average)-$418K for 12 participants.
- #1,587
- in Food Services & Accommodation (3,672 peers)
- +1.4%
- assets growth YoY
Trusted Insurance Advisor Services Retirement Plan among the smaller filed plans by assets
Trusted Insurance Advisor Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$418,250 16th percentile higher than 16% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Trusted Insurance Advisor Services Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trusted Insurance Advisor Services Retirement Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trusted Insurance Advisor Services Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 12 in the plan year 2024 filing.
- Trusted Insurance Advisor Services Retirement Plan reported net income fell from $14K in the plan year 2023 filing to $6K in the plan year 2024 filing.
- Trusted Insurance Advisor Services Retirement Plan end-of-year assets rose from $413K in the plan year 2023 filing to $418K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 813003081 · Trusted Insurance Advisor Services, Inc. PY 2024 · 401(k)
Trusted Insurance Advisor Services Retirement Plan · $418K · 12 · 16th
- EIN $418K
- EIN 12
- EIN 16th
- EIN 401(k)
- EIN near North County & Escondido P.T. Inc 401(k) Profit Sharing Plan
- EIN ind #1587
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 Food Services & Accommodation retirement plans → · Plans in Illinois →
Trusted Insurance Advisor Services Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $413K |
|---|---|
| Net Assets (End of Year) | $418K |
| Net Income | $6K |
| Employer EIN | 813003081 |
| Plan Effective Date | 2016-06-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trusted Insurance Advisor Services, Inc.)
Sponsor-wide plan assets over time
All Trusted Insurance Advisor Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $418K 4.890282131661442% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $399K |
| 2023 | 1 | 7 | $413K |
| 2024 | 1 | 12 | $418K |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Trusted Insurance Advisor Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is North County & Escondido P.T. Inc 401(k) Profit Sharing Plan in CA ($418K); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($418K here).
- North County & Escondido P.T. Inc 401(k) Profit Sharing Plan (CA) $418K · 10
- Good Foods Market & Cafe 401(k) Plan (KY) $418K · 34
- Terraconn 401(k) (GA) $418K · 1
- King Lamc Inc. 401(k) Plan (VA) $418K · 7
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.