401(k) · DOL Form 5500 · 2024

Insurity, LLC. 401(k) Plan

Data updated 2026-08-25

$158M
Total assets Near avg plan size
663
Participants Below avg headcount
93rd
Percentile by assets National rank
$238,426
Avg per participant Above avg balance/head
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Official DOL plan name: Insurity, LLC. 401(k) Retirement Savings Plan · Sponsored by Insurity, LLC. · Connecticut · Professional & Technical Services

$158M in assets, 663 participants

Insurity, LLC.'s Insurity, LLC. 401(k) Retirement Savings Plan reported $158M in total assets and 663 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,024 in Professional & Technical Services (20,173 peers)

Where Insurity, LLC. 401(k) Retirement Savings Plan sits by assets

Insurity, LLC. 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $158M for 663 participants (~$238,426/participant), up 12.5% in 2024.

#19,024
in Professional & Technical Services (20,173 peers)
+12.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Insurity, LLC. 401(k) Retirement Savings Plan's outsized position by total assets

Insurity, LLC. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$158,076,186 Top 7% higher than 93% 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

Insurity, LLC. 401(k) Retirement Savings 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. Insurity, LLC. 401(k) Retirement Savings Plan sits mid-pack in the medium band (663 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insurity, LLC. 401(k) Retirement Savings Plan reported net income fell from $24M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Insurity, LLC. 401(k) Retirement Savings Plan end-of-year assets rose from $140M in the plan year 2023 filing to $158M in the plan year 2024 filing.
  • Insurity, LLC. 401(k) Retirement Savings Plan reported participants fell from 684 in the plan year 2023 filing to 663 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 371651334 · Insurity, LLC. PY 2024 · 401(k)

Insurity, LLC. 401(k) Retirement Savings Plan · $158M · 663 · 93rd

  • RANK $158M
  • PHOTO 663
  • IND 93rd
  • EOY 401(k)
  • 5500 near Yamaha Retirement and Investment Plan
  • ASSETS ind #19024

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Insurity, LLC. 401(k) Retirement Savings Plan in the asset neighbourhood

Walbridge Profit Sharing 401(k) PlanWalbridge Profit Sharing 401…$158MInsurity, LLC. 401(k) Retirement Savings PlanInsurity, LLC. 401(k) Retire…$158MYamaha Retirement and Investment PlanYamaha Retirement and Invest…$158MHelen of Troy 401(k) Plan$158MPvs Chemicals, Inc. 401(k) Profit Sharing PlanPvs Chemicals, Inc. 401(k) P…$158M
End-of-year total assets ($M) among Insurity, LLC. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$158M
Net Income$18M
Employer EIN371651334
Plan Effective Date1974-04-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurity, LLC.)

Sponsor-wide plan assets over time

All Insurity, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$158M 35.292818535618125% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $117M $158M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 839 $117M
2023 1 684 $140M
2024 1 663 $158M

Nearby 401(k) Plans in Connecticut

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

Insurity, LLC. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Insurity, LLC. 401(k) Retirement Savings Plan, Total assets ($B): 0.158076186 · Participants: 663Insurity, LLC. 401(k) Retirement Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Insurity, LLC. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Insurity, LLC. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Insurity, LLC. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Yamaha Retirement and Investment Plan in GA ($158M); by covered participants it is Crossroads Medical Management 401(k) Plan in GA (663 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($158M here).

Similar participant headcount

Nearest other-state filings by covered participants (663 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 Insurity, LLC. 401(k) Retirement Savings Plan assets move in 2024? ▼
Insurity, LLC. 401(k) Retirement Savings Plan grew at a solid clip - up 12.5% during 2024, from $140M to $158M. Reported net income was $18M.
How have Insurity, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurity, LLC.'s sponsor-wide assets grew 35.3%, from $117M to $158M.
Where does Insurity, LLC. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Insurity, LLC. 401(k) Retirement Savings Plan ranks in the 93rd 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 Insurity, LLC. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yamaha Retirement and Investment Plan in GA ($158M, 1,968 participants).
Which 401(k) plans cover a similar participant headcount to Insurity, LLC. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crossroads Medical Management 401(k) Plan in GA (663 participants, $5M 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 371651334.

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.