401(k) · DOL Form 5500 · 2024

Attorneys Insurance Mutual of the South, Inc. 401(k) Plan

Data updated 2026-08-25

$605K
Total assets Small plan by assets
6
Participants Small participant base
19th
Percentile by assets National rank
$100,775
Avg per participant Below avg balance/head
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Official DOL plan name: Attorneys Insurance Mutual of the South,Rrg 401(k) Plan · Sponsored by Attorneys Insurance Mutual of the South, Inc. · Alabama · Finance & Insurance

$605K in assets, 6 participants

Attorneys Insurance Mutual of the South, Inc.'s Attorneys Insurance Mutual of the South,Rrg 401(k) Plan reported $605K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #895 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Attorneys Insurance Mutual of the South,Rrg 401(k) Plan holds $605K for 6 participants - about $100,775 per participant, among the smaller plans by assets on file.

#895
in Finance & Insurance (8,549 peers)
-0.3%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Attorneys Insurance Mutual of the South,Rrg 401(k) Plan among the smaller filed plans by assets

Attorneys Insurance Mutual of the South,Rrg 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$604,651 19th percentile higher than 19% of 123,620 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 2024

Attorneys Insurance Mutual of the South,Rrg 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Attorneys Insurance Mutual of the South,Rrg 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Attorneys Insurance Mutual of the South,Rrg 401(k) Plan reported net income fell from $41K in the plan year 2023 filing to -$2K in the plan year 2024 filing.
  • Attorneys Insurance Mutual of the South,Rrg 401(k) Plan reported participants rose from 4 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630980826 · Attorneys Insurance Mutual of the South, Inc. PY 2024 · 401(k)

Attorneys Insurance Mutual of the South,Rrg 401(k) Plan · $605K · 6 · 19th

  • BOOK $605K
  • BOOK 6
  • BOOK 19th
  • BOOK 401(k)
  • BOOK near L3j Enterprises 401(k)
  • BOOK ind #895

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 Alabama →

Attorneys Insurance Mutual of the South,Rrg 401(k) Plan in the asset neighbourhood

Attorneys Insurance Mutual of the South,Rrg 401(k) PlanAttorneys Insurance Mutual o…$605KL3j Enterprises 401(k)$605KJsv Holdings Inc. Retirement PlanJsv Holdings Inc. Retirement…$605KWillow Tree 401(k) Plan$605KCoastal Joe's Inc. 401(k) PlanCoastal Joe's Inc. 401(k) Pl…$605K
End-of-year total assets ($M) among Attorneys Insurance Mutual of the South,Rrg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$607K
Net Assets (End of Year)$605K
Net Income-$2K
Employer EIN630980826
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Attorneys Insurance Mutual of the South, Inc.)

Sponsor-wide plan assets over time

All Attorneys Insurance Mutual of the South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$605K 6.973004244237373% vs 2022
2024 filing year
$0.56M$0.58M$0.6M$0.62M 202220232024 $0.57M $0.6M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 5 $565K
2023 1 4 $607K
2024 1 6 $605K

Nearby 401(k) Plans in Alabama

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

Attorneys Insurance Mutual of the South,Rrg 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Attorneys Insurance Mutual of the South,Rrg 401(k) Plan, Total assets ($B): 0.000604651 · Participants: 6Attorneys Insurance Mutual of the South,Rrg 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Attorneys Insurance Mutual of the South,Rrg 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Attorneys Insurance Mutual of the South,Rrg 401(k) Plan side-by-side with 3 peers →

Attorneys Insurance Mutual of the South,Rrg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is L3j Enterprises 401(k) in TX ($605K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($605K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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.

Frequently Asked Questions

How did Attorneys Insurance Mutual of the South,Rrg 401(k) Plan assets move in 2024? ▼
Attorneys Insurance Mutual of the South,Rrg 401(k) Plan held essentially flat - down 0.3% during 2024, from $607K to $605K. Reported net income was -$2K.
How have Attorneys Insurance Mutual of the South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Attorneys Insurance Mutual of the South, Inc.'s sponsor-wide assets grew 7.0%, from $565K to $605K.
Where does Attorneys Insurance Mutual of the South,Rrg 401(k) Plan rank by assets among Form 5500 filers? ▼
Attorneys Insurance Mutual of the South,Rrg 401(k) Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Attorneys Insurance Mutual of the South,Rrg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is L3j Enterprises 401(k) in TX ($605K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Attorneys Insurance Mutual of the South,Rrg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630980826.

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.