401(k) · DOL Form 5500 · 2024

Integrated Specialty Coverages, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
318
Participants Below avg headcount
71st
Percentile by assets National rank
$64,809
Avg per participant Low balance/head
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Official DOL plan name: Integrated Specialty Coverages, LLC 401(k) Plan · Sponsored by Integrated Specialty Coverages, LLC · California · Finance & Insurance

$21M in assets, 318 participants

Integrated Specialty Coverages, LLC's Integrated Specialty Coverages, LLC 401(k) Plan reported $21M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,796 in Finance & Insurance (8,549 peers)

Integrated Specialty Coverages, LLC multi-year trail

Integrated Specialty Coverages, LLC's plans moved +767.4% in assets from 2022 to 2024; this filing shows Integrated Specialty Coverages, LLC 401(k) Plan at $21M / 318 participants.

#4,796
in Finance & Insurance (8,549 peers)
+33.7%
assets growth YoY

Integrated Specialty Coverages, LLC 401(k) Plan's outsized position by total assets

Integrated Specialty Coverages, LLC 401(k) Plan vs every filed plan by assets

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

$20,609,194 Top 29% higher than 71% 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

Integrated Specialty Coverages, LLC 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. Integrated Specialty Coverages, LLC 401(k) Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Integrated Specialty Coverages, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Integrated Specialty Coverages, LLC 401(k) Plan reported participants rose from 265 in the plan year 2023 filing to 318 in the plan year 2024 filing.
  • Integrated Specialty Coverages, LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 831871538 · Integrated Specialty Coverages, LLC PY 2024 · 401(k)

Integrated Specialty Coverages, LLC 401(k) Plan · $21M · 318 · 71st

  • SCH $21M
  • SCH 318
  • SCH 71st
  • SCH 401(k)
  • SCH near George & Lynch 401(k) Profit Sharing Plan
  • SCH ind #4796

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 California →

Integrated Specialty Coverages, LLC 401(k) Plan in the asset neighbourhood

Integrated Specialty Coverages, LLC 401(k) PlanIntegrated Specialty Coverag…$21MGeorge & Lynch 401(k) Profit Sharing PlanGeorge & Lynch 401(k) Profit…$21MCentra Sota Cooperative 401(k) PlanCentra Sota Cooperative 401(…$21MFirst Fed Bank 401(k) Plan$21MHsp Direct 401(k) Plan$21M
End-of-year total assets ($M) among Integrated Specialty Coverages, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Integrated Specialty Coverages, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Integrated Specialty Coverages, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 767.36403610665% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $2.38M $20.6M ▲ +766.0%
Year Plans Participants Total Assets
2022 1 256 $2M
2023 1 265 $15M
2024 1 318 $21M

Integrated Specialty Coverages, LLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN831871538
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Integrated Specialty Coverages, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Integrated Specialty Coverages, LLC 401(k) Plan, Total assets ($B): 0.020609194 · Participants: 318Integrated Specialty Coverages, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Integrated Specialty Coverages, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Integrated Specialty Coverages, LLC 401(k) Plan side-by-side with 3 peers →

Integrated Specialty Coverages, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is George & Lynch 401(k) Profit Sharing Plan in DE ($21M); by covered participants it is Smartcontract 401(k) Plan in NY (318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Integrated Specialty Coverages, LLC 401(k) Plan assets move in 2024? ▼
Integrated Specialty Coverages, LLC 401(k) Plan surged - up 33.7% during 2024, from $15M to $21M. Reported net income was $5M.
How have Integrated Specialty Coverages, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Specialty Coverages, LLC's sponsor-wide assets grew 767.4%, from $2M to $21M.
Which 401(k) plans are similar in size to Integrated Specialty Coverages, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is George & Lynch 401(k) Profit Sharing Plan in DE ($21M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Integrated Specialty Coverages, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smartcontract 401(k) Plan in NY (318 participants, $14M 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 831871538.

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.