401(k) · DOL Form 5500 · 2024

Integrated Specialty Coverages, LLC 401(k) Plan

Data updated 2026-08-11

$21M
Total assets
318
Participants
71st
Percentile by assets
$64,809
Avg per participant
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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.

  • 71st percentile by assets (of 123,622 plans)
  • #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.

$21M
total plan assets (2024 EOY)
318
covered participants
71st
percentile by assets (of 123,622 plans)
$64,809
avg assets per participant

Where Integrated Specialty Coverages, LLC 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Finance & Insurance

Integrated Specialty Coverages, LLC across 3 plan years on file

Across the 3 plan years Integrated Specialty Coverages, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $21M, a gain of 767.4%, while reported participants moved from 256 to 318 (+24.2%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($2M).

Integrated Specialty Coverages, LLC multi-year asset trail

$0M$10M$20M$30M 202220232024 $2.38M $20.6M ▲ +766.0%
Total plan assets by year, all Integrated Specialty Coverages, LLC plans on file
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 ($B) Participants Integrated Specialty…, Total assets ($B): 0.020609194 · Participants: 318Integrated Specialty…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Integrated Specialty Coverages, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Integrated Specialty Coverages, LLC 401(… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Integrated Specialty Coverages, LLC 401(k) Plan by total assets, not by location.

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).

Next read for Integrated Specialty Coverages, LLC 401(…

Multi-year trail

Ways to act on Integrated Specialty Coverages, LLC 401(k) Plan's numbers.

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.