401(k) · DOL Form 5500 · 2024
Assuredpartners, Inc. 401(k) Plan
Data updated 2026-08-06
- $1.1B
- Total assets
- 9,326
- Participants
- 99th
- Percentile by assets
- $113,202
- Avg per participant
Official DOL plan name: Assuredpartners 401(k) Plan · Sponsored by Assuredpartners, Inc. · Florida · Finance & Insurance
$1.1B in assets, 9,326 participants
Assuredpartners, Inc.'s Assuredpartners 401(k) Plan reported $1.1B in total assets and 9,326 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
- #8,003 in Finance & Insurance (8,240 peers)
Coverage in Florida
Assuredpartners 401(k) Plan covers 9,326 participants in Florida, 15x the typical Florida plan (state average ~631 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2024 EOY)
- 9,326
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $113,202
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Assuredpartners 401(k) Plan reported net income rose from $141M in the plan year 2023 filing to $177M in the plan year 2024 filing.
- Assuredpartners 401(k) Plan end-of-year assets rose from $878M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Assuredpartners 401(k) Plan reported participants rose from 8,610 in the plan year 2023 filing to 9,326 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Assuredpartners 401(k) Plan reports 9,326 participants - 15x that state average ($1.1B EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $878M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $177M |
| Employer EIN | 275176829 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Assuredpartners, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,304 | $738M |
| 2023 | 1 | 8,610 | $878M |
| 2024 | 1 | 9,326 | $1.1B |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Assuredpartners 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Scale composition for Assuredpartners 401(k) Plan
Assuredpartners 401(k) Plan reports $1.1B in end-of-year assets across 9,326 participants (0.009% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $113,202 per participant (83% of the national average assets-per-participant) . Net income for plan year 2024 was $177M.
This plan identity (EIN 275176829, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $738M to $1.1B (+43.1%) while covered participants moved from 8,304 to 9,326 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,304 | $738M | Open filing |
| 2023 | 8,610 | $878M | Open filing |
| 2024 · index core | 9,326 | $1.1B | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Assuredpartners 401(k) Plan by total assets, not by location.
- H & R Block Retirement Savings Plan (MO) $1.1B · 12,962
- Curtiss Wright Corporation Savings & Investment Plan (NJ) $1.1B · 5,123
- Savings and Investment 401(k) Plan of White & Case LLP (NY) $1.1B · 2,143
- Gm Financial Employees 401(k) Plan (TX) $1.1B · 7,065
Frequently Asked Questions
How did Assuredpartners 401(k) Plan assets move in 2024? ▼
How have Assuredpartners, Inc. plan assets changed over time? ▼
Where does Assuredpartners 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Assuredpartners 401(k) Plan? ▼
Next read for Assuredpartners 401(k) Plan
Filing takeaways
Ways to act on Assuredpartners 401(k) Plan's numbers.
- By total assets, Assuredpartners 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Assuredpartners, Inc.'s sponsor-wide assets have grown 43.1% since 2022 across 3 plan years on file. More Finance & Insurance plans