401(k) · DOL Form 5500 · 2024

Iat Insurance Group Inc. 401(k) Plan

Data updated 2026-08-25

$288M
Total assets Near avg plan size
1,005
Participants Near avg headcount
96th
Percentile by assets National rank
$286,449
Avg per participant High balance/head
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Official DOL plan name: Iat Insurance Group, Inc. Profit Sharing 401(k) Plan · Sponsored by Iat Insurance Group Inc. · North Carolina · Finance & Insurance

$288M in assets, 1,005 participants

Iat Insurance Group Inc.'s Iat Insurance Group, Inc. Profit Sharing 401(k) Plan reported $288M in total assets and 1,005 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,932 in Finance & Insurance (8,549 peers)

Where Iat Insurance Group, Inc. Profit Sharing 401(k) Plan sits by assets

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan sits in the top 5% of all filed plans by assets, $288M for 1,005 participants (~$286,449/participant), up 14.2% in 2024.

#7,932
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$287,881,281 Top 4% higher than 96% 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

Iat Insurance Group, Inc. Profit Sharing 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. Iat Insurance Group, Inc. Profit Sharing 401(k) Plan lands in the large band (1,005 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iat Insurance Group, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $252M in the plan year 2023 filing to $288M in the plan year 2024 filing.
  • Iat Insurance Group, Inc. Profit Sharing 401(k) Plan reported net income fell from $42M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Iat Insurance Group, Inc. Profit Sharing 401(k) Plan reported participants fell from 1,020 in the plan year 2023 filing to 1,005 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561171691 · Iat Insurance Group Inc. PY 2024 · 401(k)

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan · $288M · 1,005 · 96th

  • BOOK $288M
  • BOOK 1,005
  • BOOK 96th
  • BOOK 401(k)
  • BOOK near Loews Hotels 401(k) Plan
  • BOOK ind #7932

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 North Carolina →

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Vetcor 401(k) Plan$288MThe Joint Commission Smart Saver 401(k) PlanThe Joint Commission Smart S…$288MBrookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Savings PlanBrookhaven Memorial Hospital…$288MLoews Hotels 401(k) Plan$288MIat Insurance Group, Inc. Profit Sharing 401(k) PlanIat Insurance Group, Inc. Pr…$288M
End-of-year total assets ($M) among Iat Insurance Group, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$252M
Net Assets (End of Year)$288M
Net Income$36M
Employer EIN561171691
Plan Effective Date1987-09-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Iat Insurance Group Inc.)

Sponsor-wide plan assets over time

All Iat Insurance Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 36.842749404830805% vs 2022
2024 filing year
$200M$250M$300M 202220232024 $210M $288M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 983 $210M
2023 1 1,020 $252M
2024 1 1,005 $288M

Nearby 401(k) Plans in North Carolina

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

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Iat Insurance Group, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.287881281 · Participants: 1005Iat Insurance Group, Inc. Profit Sharing 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Iat Insurance Group, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Loews Hotels 401(k) Plan in NY ($288M); by covered participants it is Town & Country Markets, Inc. Retirement Savings Plan in WA (1,005 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,005 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 Iat Insurance Group, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $252M to $288M. Reported net income was $36M.
How have Iat Insurance Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iat Insurance Group Inc.'s sponsor-wide assets grew 36.8%, from $210M to $288M.
Where does Iat Insurance Group, Inc. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Iat Insurance Group, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loews Hotels 401(k) Plan in NY ($288M, 10,211 participants).
Which 401(k) plans cover a similar participant headcount to Iat Insurance Group, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Town & Country Markets, Inc. Retirement Savings Plan in WA (1,005 participants, $60M 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 561171691.

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.