401(k) · DOL Form 5500 · 2024
Insurity, LLC. 401(k) Plan
Data updated 2026-08-11
- $158M
- Total assets
- 663
- Participants
- 93rd
- Percentile by assets
- $238,426
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $158M
- total plan assets (2024 EOY)
- 663
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $238,426
- avg assets per participant
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.
Insurity, LLC. 401(k) Retirement Savings Plan vs the 2024 asset distribution
By assets, Insurity, LLC. 401(k) Retirement Savings Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $18M |
| Employer EIN | 371651334 |
| Plan Effective Date | 1974-04-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Insurity, LLC.)
| 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
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Insurity, LLC. 401(k) Retirement Savings Plan by total assets, not by location.
- Yamaha Retirement and Investment Plan (GA) $158M · 1,968
- Walbridge Profit Sharing 401(k) Plan (MI) $158M · 953
- Helen of Troy 401(k) Plan (TX) $158M · 1,364
- Pvs Chemicals, Inc. 401(k) Profit Sharing Plan (MI) $158M · 916
Frequently Asked Questions
How did Insurity, LLC. 401(k) Retirement Savings Plan assets move in 2024? ▼
How have Insurity, LLC. plan assets changed over time? ▼
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Next read for Insurity, LLC. 401(k) Retirement Savings…
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Ways to act on Insurity, LLC. 401(k) Retirement Savings Plan's numbers.
- By total assets, Insurity, LLC. 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Insurity, LLC.'s sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans