401(k) · DOL Form 5500 · 2024
Custard Insurance Adjusters, Inc. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 738
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $62,242
- Avg per participant Low balance/head
Official DOL plan name: Custard Insurance Adjusters Savings Plan · Sponsored by Custard Insurance Adjusters, Inc. · Georgia · Finance & Insurance
$46M in assets, 738 participants
Custard Insurance Adjusters, Inc.'s Custard Insurance Adjusters Savings Plan reported $46M in total assets and 738 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,322 in Finance & Insurance (8,549 peers)
Where Custard Insurance Adjusters Savings Plan sits by assets
Custard Insurance Adjusters Savings Plan sits in the top quartile of all filed plans by assets, $46M for 738 participants (~$62,242/participant), up 13.0% in 2024.
- #6,322
- in Finance & Insurance (8,549 peers)
- +13.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Custard Insurance Adjusters Savings Plan's outsized position by total assets
Custard Insurance Adjusters Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,934,894 Top 17% higher than 83% 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
Custard Insurance Adjusters 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. Custard Insurance Adjusters Savings Plan sits mid-pack in the medium band (738 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Custard Insurance Adjusters Savings Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Custard Insurance Adjusters Savings Plan end-of-year assets rose from $41M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Custard Insurance Adjusters Savings Plan reported participants rose from 689 in the plan year 2023 filing to 738 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 351188325 · Custard Insurance Adjusters, Inc. PY 2024 · 401(k)
Custard Insurance Adjusters Savings Plan · $46M · 738 · 83rd
- EIN $46M
- RANK 738
- PHOTO 83rd
- IND 401(k)
- EOY near American Licorice Company Savings Plan
- 5500 ind #6322
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 Georgia →
Custard Insurance Adjusters Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $5M |
| Employer EIN | 351188325 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Custard Insurance Adjusters, Inc.)
Sponsor-wide plan assets over time
All Custard Insurance Adjusters, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 35.434363936135334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 662 | $34M |
| 2023 | 1 | 689 | $41M |
| 2024 | 1 | 738 | $46M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Custard Insurance Adjusters Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is American Licorice Company Savings Plan in IN ($46M); by covered participants it is Trajector Holdings Savings Plan in FL (738 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- American Licorice Company Savings Plan (IN) $46M · 480
- Messerli & Kramer, P.a. Savings & Retirement Plan (MN) $46M · 251
- Mx Technologies, Inc. 401(k) Plan (UT) $46M · 511
- Solutionpoint 401(k) Plan (NY) $46M · 234
Similar participant headcount
Nearest other-state filings by covered participants (738 participants); asset peers above are excluded.
- Trajector Holdings Savings Plan (FL) 738 · 0 off
- E. a. Renfroe & Company, Inc. 401(k) Plan (AL) 738 · 0 off
- Sigler Profit Sharing and 401(k) Plan (AZ) 738 · 0 off
- Rpm Xconstruction, LLC 401(k) Plan (TX) 738 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.