401(k) · DOL Form 5500 · 2024

Assurity Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
396
Participants Below avg headcount
91st
Percentile by assets National rank
$270,159
Avg per participant High balance/head
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Official DOL plan name: Assurity Life Insurance Company 401(k) Plan · Sponsored by Assurity Life Insurance Company · Nebraska · Finance & Insurance

$107M in assets, 396 participants

Assurity Life Insurance Company's Assurity Life Insurance Company 401(k) Plan reported $107M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,328 in Finance & Insurance (8,549 peers)

Where Assurity Life Insurance Company 401(k) Plan sits by assets

Assurity Life Insurance Company 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 396 participants (~$270,159/participant), up 9.9% in 2024.

#7,328
in Finance & Insurance (8,549 peers)
+9.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Assurity Life Insurance Company 401(k) Plan's outsized position by total assets

Assurity Life Insurance Company 401(k) Plan vs every filed plan by assets

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

$106,982,818 Top 9% higher than 91% 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

Assurity Life Insurance Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assurity Life Insurance Company 401(k) Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Assurity Life Insurance Company 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Assurity Life Insurance Company 401(k) Plan end-of-year assets rose from $97M in the plan year 2023 filing to $107M in the plan year 2024 filing.
  • Assurity Life Insurance Company 401(k) Plan reported participants rose from 388 in the plan year 2023 filing to 396 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 381843471 · Assurity Life Insurance Company PY 2024 · 401(k)

Assurity Life Insurance Company 401(k) Plan · $107M · 396 · 91st

  • PCT $107M
  • EIN 396
  • RANK 91st
  • PHOTO 401(k)
  • IND near American Academy of Ophthalmology, Inc. 401(k) Plan
  • EOY ind #7328

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 Nebraska →

Assurity Life Insurance Company 401(k) Plan in the asset neighbourhood

Libbey Retirement Savings PlanLibbey Retirement Savings Pl…$107MDacotah Banks, Inc. 401(k) Savings PlanDacotah Banks, Inc. 401(k) S…$107MAssurity Life Insurance Company 401(k) PlanAssurity Life Insurance Comp…$107MAmerican Academy of Ophthalmology, Inc. 401(k) PlanAmerican Academy of Ophthalm…$107MMachinists Retirement and Savings PlanMachinists Retirement and Sa…$107M
End-of-year total assets ($M) among Assurity Life Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$107M
Net Income$10M
Employer EIN381843471
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assurity Life Insurance Company)

Sponsor-wide plan assets over time

All Assurity Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$107M 24.07481915800207% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86.2M $107M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 387 $86M
2023 1 388 $97M
2024 1 396 $107M

Nearby 401(k) Plans in Nebraska

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

Assurity Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Assurity Life Insurance Company 401(k) Plan, Total assets ($B): 0.106982818 · Participants: 396Assurity Life Insurance Company 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Assurity Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Assurity Life Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is American Academy of Ophthalmology, Inc. 401(k) Plan in CA ($107M); by covered participants it is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Assurity Life Insurance Company 401(k) Plan assets move in 2024?
Assurity Life Insurance Company 401(k) Plan grew at a solid clip - up 9.9% during 2024, from $97M to $107M. Reported net income was $10M.
How have Assurity Life Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Assurity Life Insurance Company's sponsor-wide assets grew 24.1%, from $86M to $107M.
Where does Assurity Life Insurance Company 401(k) Plan rank by assets among Form 5500 filers?
Assurity Life Insurance Company 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Assurity Life Insurance Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is American Academy of Ophthalmology, Inc. 401(k) Plan in CA ($107M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Assurity Life Insurance Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants, $4M in assets).