401(k) · DOL Form 5500 · 2024
Assuredpartners, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 9,326
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $113,202
- Avg per participant Below avg balance/head
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.
- #8,304 in Finance & Insurance (8,549 peers)
Coverage in Florida
Assuredpartners 401(k) Plan covers 9,326 participants in Florida, 15x the typical Florida plan (state average ~628 per filing). Assets: $1.1B.
- #8,304
- in Finance & Insurance (8,549 peers)
- +20.2%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Assuredpartners 401(k) Plan's outsized position by total assets
Assuredpartners 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,055,725,046 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Assuredpartners 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assuredpartners 401(k) Plan lands in the large band (9,326 participants).
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.
DOL schedule card
Filing strip 275176829 · Assuredpartners, Inc. PY 2024 · 401(k)
Assuredpartners 401(k) Plan · $1.1B · 9,326 · 99th
- 5500 $1.1B
- ASSETS 9,326
- PCT 99th
- EIN 401(k)
- RANK near H & R Block Retirement Savings Plan
- PHOTO ind #8304
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 →
Assuredpartners 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Assuredpartners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 43.108744482127754% vs 2022
- 2024 filing year
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $113,202 per participant (82% 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 |
Assuredpartners 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is H & R Block Retirement Savings Plan in MO ($1.1B); by covered participants it is Lasership 401(k) Plan in VA (9,326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,326 participants); asset peers above are excluded.
- Lasership 401(k) Plan (VA) 9,326 · 0 off
- Radnet 401(k) Plan (CA) 9,328 · 2 off
- Anchor Point Management Group Employee Benefit Plan (WA) 9,338 · 12 off
- Kaleida Health Savings Investment 403(b) Plan (NY) 9,305 · 21 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.