401(k) · DOL Form 5500 · 2024

American Trust Insurance Services LLC 401(k) Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$97,949
Avg per participant Below avg balance/head
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Official DOL plan name: Atis LLC 401(k) Profit Sharing Plan & Trust · Sponsored by American Trust Insurance Services LLC · Indiana · Finance & Insurance

$686K in assets, 7 participants

American Trust Insurance Services LLC's Atis LLC 401(k) Profit Sharing Plan & Trust reported $686K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

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

American Trust Insurance Services LLC multi-year trail

American Trust Insurance Services LLC's plans moved +20.1% in assets from 2022 to 2024; this filing shows Atis LLC 401(k) Profit Sharing Plan & Trust at $686K / 7 participants.

#945
in Finance & Insurance (8,549 peers)
+6.1%
assets growth YoY

Atis LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Atis LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$685,644 20th percentile higher than 20% 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

Atis LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atis LLC 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atis LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $75K in the plan year 2023 filing to $40K in the plan year 2024 filing.
  • Atis LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Atis LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $646K in the plan year 2023 filing to $686K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 371845203 · American Trust Insurance Services LLC PY 2024 · 401(k)

Atis LLC 401(k) Profit Sharing Plan & Trust · $686K · 7 · 20th

  • EIN $686K
  • EIN 7
  • EIN 20th
  • EIN 401(k)
  • EIN near Liberty Source 401(k) Plan
  • EIN ind #945

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 Indiana →

Atis LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Atis LLC 401(k) Profit Sharing Plan & TrustAtis LLC 401(k) Profit Shari…$686KLiberty Source 401(k) Plan$686KTurri Group Retirement Plan$686KDrs. Boyer & Scheive, D.D.S., P.C. Profit Sharing PlanDrs. Boyer & Scheive, D.D.S.…$686KSalomon Kanner Damian & Rodrig 401(k) Profit Sharing Plan & TrustSalomon Kanner Damian & Rodr…$685K
End-of-year total assets ($M) among Atis LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

American Trust Insurance Services LLC multi-year asset trail

Sponsor-wide plan assets over time

All American Trust Insurance Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$686K 20.081123113782525% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.57M $0.69M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 6 $571K
2023 1 6 $646K
2024 1 7 $686K

American Trust Insurance Services LLC filing trail (2024)

Total Assets (Beginning of Year)$646K
Net Assets (End of Year)$686K
Net Income$40K
Employer EIN371845203
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Atis LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Atis LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000685644 · Participants: 7Atis LLC 401(k) Profit Sharing Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Atis LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Atis LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Atis LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Liberty Source 401(k) Plan in VA ($686K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Atis LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Atis LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 6.1% during 2024, from $646K to $686K. Reported net income was $40K.
How have American Trust Insurance Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Trust Insurance Services LLC's sponsor-wide assets grew 20.1%, from $571K to $686K.
Where does Atis LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Atis LLC 401(k) Profit Sharing Plan & Trust ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Atis LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Source 401(k) Plan in VA ($686K, 86 participants).
Which 401(k) plans cover a similar participant headcount to Atis LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 371845203.

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.