401(k) · DOL Form 5500 · 2024

Insigneo Securities, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
111
Participants Small participant base
58th
Percentile by assets National rank
$101,540
Avg per participant Below avg balance/head
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Official DOL plan name: Insigneo Securities, LLC 401(k) Plan · Sponsored by Insigneo Securities, LLC · Florida · Finance & Insurance

$11M in assets, 111 participants

Insigneo Securities, LLC's Insigneo Securities, LLC 401(k) Plan reported $11M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,609 in Finance & Insurance (8,549 peers)

Coverage in Florida

Insigneo Securities, LLC 401(k) Plan covers 111 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#3,609
in Finance & Insurance (8,549 peers)
+24.1%
assets growth YoY

Insigneo Securities, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Insigneo Securities, LLC 401(k) Plan vs every filed plan by assets

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

$11,270,958 Top 42% higher than 58% 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

Insigneo Securities, 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. Insigneo Securities, LLC 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insigneo Securities, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Insigneo Securities, LLC 401(k) Plan reported participants rose from 103 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650886254 · Insigneo Securities, LLC PY 2024 · 401(k)

Insigneo Securities, LLC 401(k) Plan · $11M · 111 · 58th

  • SCH $11M
  • SCH 111
  • SCH 58th
  • SCH 401(k)
  • SCH near Transervice Retirement Plan
  • SCH ind #3609

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 Florida →

Insigneo Securities, LLC 401(k) Plan in the asset neighbourhood

Insigneo Securities, LLC 401(k) PlanInsigneo Securities, LLC 401…$11MTranservice Retirement Plan$11MEchelon Supply & Service, Inc. 401(k) PlanEchelon Supply & Service, In…$11MThe Krumland Co., LLC 401(k) PlanThe Krumland Co., LLC 401(k)…$11MSitts & Hill Engineers, Inc. 401(k) Retirement Savings Plan and TrustSitts & Hill Engineers, Inc.…$11M
End-of-year total assets ($M) among Insigneo Securities, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN650886254
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insigneo Securities, LLC)

Sponsor-wide plan assets over time

All Insigneo Securities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 63.869247816849594% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.88M $11.3M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 99 $7M
2023 1 103 $9M
2024 1 111 $11M

Nearby 401(k) Plans in Florida

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

Insigneo Securities, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Insigneo Securities, LLC 401(k) Plan, Total assets ($B): 0.011270958 · Participants: 111Insigneo Securities, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Insigneo Securities, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Insigneo Securities, LLC 401(k) Plan side-by-side with 3 peers →

Insigneo Securities, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Transervice Retirement Plan in NY ($11M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Insigneo Securities, LLC 401(k) Plan assets move in 2024? ▼
Insigneo Securities, LLC 401(k) Plan grew sharply - up 24.1% during 2024, from $9M to $11M. Reported net income was $2M.
How have Insigneo Securities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insigneo Securities, LLC's sponsor-wide assets grew 63.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Insigneo Securities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transervice Retirement Plan in NY ($11M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Insigneo Securities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 650886254.

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.