401(k) · DOL Form 5500 · 2024
Health Insurance Associates LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 507
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $7,337
- Avg per participant Low balance/head
Official DOL plan name: Health Insurance Associates 401(k) Plan · Sponsored by Health Insurance Associates LLC · Florida · Finance & Insurance
$4M in assets, 507 participants
Health Insurance Associates LLC's Health Insurance Associates 401(k) Plan reported $4M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #2,102 in Finance & Insurance (8,549 peers)
Health Insurance Associates LLC multi-year trail
Health Insurance Associates LLC's plans moved +87.6% in assets from 2022 to 2024; this filing shows Health Insurance Associates 401(k) Plan at $4M / 507 participants.
- #2,102
- in Finance & Insurance (8,549 peers)
- +21.7%
- assets growth YoY
Health Insurance Associates 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Health Insurance Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,719,957 37th percentile higher than 37% 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
Health Insurance Associates 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. Health Insurance Associates 401(k) Plan sits mid-pack in the medium band (507 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health Insurance Associates 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $663K in the plan year 2024 filing.
- Health Insurance Associates 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Health Insurance Associates 401(k) Plan reported participants rose from 418 in the plan year 2023 filing to 507 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 364816928 · Health Insurance Associates LLC PY 2024 · 401(k)
Health Insurance Associates 401(k) Plan · $4M · 507 · 37th
- 5500 $4M
- ASSETS 507
- PCT 37th
- EIN 401(k)
- RANK near Urwiler & Walter, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #2102
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 →
Health Insurance Associates 401(k) Plan in the asset neighbourhood
Health Insurance Associates LLC multi-year asset trail
Sponsor-wide plan assets over time
All Health Insurance Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 87.56278005539217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $2M |
| 2023 | 1 | 418 | $3M |
| 2024 | 1 | 507 | $4M |
Health Insurance Associates LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $663K |
| Employer EIN | 364816928 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
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
Health Insurance Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Urwiler & Walter, Inc. 401(k) Profit Sharing Plan in PA ($4M); by covered participants it is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (507 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.