401(k) · DOL Form 5500 · 2023

Attune Insurance Services LLC. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
128
Participants Small participant base
58th
Percentile by assets National rank
$75,594
Avg per participant Below avg balance/head
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Official DOL plan name: Attune Insurance Services, LLC Retirement Plan · Sponsored by Attune Insurance Services LLC. · New York · Finance & Insurance

$10M in assets, 128 participants

Attune Insurance Services LLC.'s Attune Insurance Services, LLC Retirement Plan reported $10M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,774 in Finance & Insurance (8,869 peers)

Coverage in New York

Attune Insurance Services, LLC Retirement Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $10M.

#3,774
in Finance & Insurance (8,869 peers)
+35.1%
assets growth YoY

Attune Insurance Services, LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Attune Insurance Services, LLC Retirement Plan vs every filed plan by assets

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

$9,676,076 Top 42% higher than 58% 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

Attune Insurance Services, LLC Retirement Plan 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. Attune Insurance Services, LLC Retirement Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Attune Insurance Services, LLC Retirement Plan reported net income rose from -$325K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Attune Insurance Services, LLC Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Attune Insurance Services, LLC Retirement Plan reported participants fell from 146 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300855824 · Attune Insurance Services LLC. PY 2023 · 401(k)

Attune Insurance Services, LLC Retirement Plan · $10M · 128 · 58th

  • BOY $10M
  • SCH 128
  • EBSA 58th
  • PART 401(k)
  • TYPE near Superior Natural Gas Corporation 401(k) Savings Plan
  • NET ind #3774

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 New York →

Attune Insurance Services, LLC Retirement Plan in the asset neighbourhood

Attune Insurance Services, LLC Retirement PlanAttune Insurance Services, L…$10MSuperior Natural Gas Corporation 401(k) Savings PlanSuperior Natural Gas Corpora…$10MLob 401(k) Plan$10MPressler, Felt & Warshaw, LLP Profit Sharing PlanPressler, Felt & Warshaw, LL…$10MPrelude Services 401(k) Retirement PlanPrelude Services 401(k) Reti…$10M
End-of-year total assets ($M) among Attune Insurance Services, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN300855824
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Attune Insurance Services LLC.)

Sponsor-wide plan assets over time

All Attune Insurance Services LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 78.18094109885088% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.16M $12.8M ▲ +78.2%
Year Plans Participants Total Assets
2022 1 146 $7M
2023 1 128 $10M
2024 1 127 $13M

Nearby 401(k) Plans in New York

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

Attune Insurance Services, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Attune Insurance Services, LLC Retirement Plan, Total assets ($B): 0.009676076 · Participants: 128Attune Insurance Services, LLC Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Attune Insurance Services, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Attune Insurance Services, LLC Retirement Plan side-by-side with 3 peers →

Attune Insurance Services, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Superior Natural Gas Corporation 401(k) Savings Plan in TX ($10M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Attune Insurance Services, LLC Retirement Plan assets move in 2023? ▼
Attune Insurance Services, LLC Retirement Plan surged - up 35.1% during 2023, from $7M to $10M. Reported net income was $3M.
How have Attune Insurance Services LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Attune Insurance Services LLC.'s sponsor-wide assets grew 78.2%, from $7M to $13M.
Which 401(k) plans are similar in size to Attune Insurance Services, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Natural Gas Corporation 401(k) Savings Plan in TX ($10M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Attune Insurance Services, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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 300855824.

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.