401(k) · DOL Form 5500 · 2024

Insurance Technologies, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
171
Participants Small participant base
74th
Percentile by assets National rank
$144,475
Avg per participant Above avg balance/head
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Official DOL plan name: Insurance Technologies 401(k) Savings Plan · Sponsored by Insurance Technologies, LLC · Texas · Professional & Technical Services

$25M in assets, 171 participants

Insurance Technologies, LLC's Insurance Technologies 401(k) Savings Plan reported $25M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,891 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Insurance Technologies 401(k) Savings Plan covers 171 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $25M.

#14,891
in Professional & Technical Services (20,173 peers)
-8.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Technologies 401(k) Savings Plan's outsized position by total assets

Insurance Technologies 401(k) Savings Plan vs every filed plan by assets

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

$24,705,238 Top 26% higher than 74% 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

Insurance Technologies 401(k) Savings 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. Insurance Technologies 401(k) Savings Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insurance Technologies 401(k) Savings Plan reported net income fell from $4M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Insurance Technologies 401(k) Savings Plan reported participants fell from 190 in the plan year 2023 filing to 171 in the plan year 2024 filing.
  • Insurance Technologies 401(k) Savings Plan end-of-year assets fell from $27M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203587415 · Insurance Technologies, LLC PY 2024 · 401(k)

Insurance Technologies 401(k) Savings Plan · $25M · 171 · 74th

  • TYPE $25M
  • NET 171
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near United Way of Connecticut, Inc. 401(k) Retirement Plan
  • SCH ind #14891

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 Professional & Technical Services retirement plans → · Plans in Texas →

Insurance Technologies 401(k) Savings Plan in the asset neighbourhood

Insurance Technologies 401(k) Savings PlanInsurance Technologies 401(k…$25MKellogg Supply, Inc. 401(k) PlanKellogg Supply, Inc. 401(k) …$25MImagine One, Ltd. 401(k) & Profit Sharing PlanImagine One, Ltd. 401(k) & P…$25MK & E Excavating Incorporated 401(k) Plan & TrustK & E Excavating Incorporate…$25MUnited Way of Connecticut, Inc. 401(k) Retirement PlanUnited Way of Connecticut, I…$25M
End-of-year total assets ($M) among Insurance Technologies 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$25M
Net Income-$2M
Employer EIN203587415
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurance Technologies, LLC)

Sponsor-wide plan assets over time

All Insurance Technologies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 7.054598229111707% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.1M $24.7M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 179 $23M
2023 1 190 $27M
2024 1 171 $25M

Nearby 401(k) Plans in Texas

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

Insurance Technologies 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Insurance Technologies 401(k) Savings Plan, Total assets ($B): 0.024705238 · Participants: 171Insurance Technologies 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Insurance Technologies 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Insurance Technologies 401(k) Savings Plan side-by-side with 3 peers →

Insurance Technologies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is United Way of Connecticut, Inc. 401(k) Retirement Plan in CT ($25M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Insurance Technologies 401(k) Savings Plan assets move in 2024? ▼
Insurance Technologies 401(k) Savings Plan pulled back noticeably - down 8.7% during 2024, from $27M to $25M. Reported net income was -$2M.
How have Insurance Technologies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurance Technologies, LLC's sponsor-wide assets grew 7.1%, from $23M to $25M.
Which 401(k) plans are similar in size to Insurance Technologies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Way of Connecticut, Inc. 401(k) Retirement Plan in CT ($25M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Technologies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K 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 203587415.

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.