401(k) · DOL Form 5500 · 2024

Skyward Service Group 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
515
Participants Below avg headcount
85th
Percentile by assets National rank
$106,681
Avg per participant Below avg balance/head
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Official DOL plan name: Skyward Speciality Insurance Group 401(k) Plan · Sponsored by Skyward Service Group · Texas · Finance & Insurance

$55M in assets, 515 participants

Skyward Service Group's Skyward Speciality Insurance Group 401(k) Plan reported $55M in total assets and 515 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,580 in Finance & Insurance (8,549 peers)

Where Skyward Speciality Insurance Group 401(k) Plan sits by assets

Skyward Speciality Insurance Group 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 515 participants (~$106,681/participant), up 20.5% in 2024.

#6,580
in Finance & Insurance (8,549 peers)
+20.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Skyward Speciality Insurance Group 401(k) Plan's outsized position by total assets

Skyward Speciality Insurance Group 401(k) Plan vs every filed plan by assets

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

$54,940,468 Top 15% higher than 85% 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

Skyward Speciality Insurance Group 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. Skyward Speciality Insurance Group 401(k) Plan sits mid-pack in the medium band (515 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Skyward Speciality Insurance Group 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Skyward Speciality Insurance Group 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Skyward Speciality Insurance Group 401(k) Plan reported participants rose from 448 in the plan year 2023 filing to 515 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 455463484 · Skyward Service Group PY 2024 · 401(k)

Skyward Speciality Insurance Group 401(k) Plan · $55M · 515 · 85th

  • EIN $55M
  • EIN 515
  • EIN 85th
  • EIN 401(k)
  • EIN near G.W. Lisk Company, Inc. Employees' Savings & Investment Plan
  • EIN ind #6580

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 Texas →

Skyward Speciality Insurance Group 401(k) Plan in the asset neighbourhood

Weyco Group, Inc. 401(k) Plan$55MSkyward Speciality Insurance Group 401(k) PlanSkyward Speciality Insurance…$55MG.W. Lisk Company, Inc. Employees' Savings & Investment PlanG.W. Lisk Company, Inc. Empl…$55MKs Industries, LP 401(k) Plan$55MCentral Specialties, Inc. Retirement Savings PlanCentral Specialties, Inc. Re…$55M
End-of-year total assets ($M) among Skyward Speciality Insurance Group 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)$46M
Net Assets (End of Year)$55M
Net Income$9M
Employer EIN455463484
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Skyward Service Group)

Sponsor-wide plan assets over time

All Skyward Service Group plans reported in each filing year

Latest sponsor-wide plan assets
$55M 62.14589139711815% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.9M $54.9M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 391 $34M
2023 1 448 $46M
2024 1 515 $55M

Nearby 401(k) Plans in Texas

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

Skyward Speciality Insurance Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Skyward Speciality Insurance Group 401(k) Plan, Total assets ($B): 0.054940468 · Participants: 515Skyward Speciality Insurance Group 401(k) 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
Skyward Speciality Insurance Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Skyward Speciality Insurance Group 401(k) Plan side-by-side with 3 peers →

Skyward Speciality Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is G.W. Lisk Company, Inc. Employees' Savings & Investment Plan in NY ($55M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (515 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (515 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 Skyward Speciality Insurance Group 401(k) Plan assets move in 2024? ▼
Skyward Speciality Insurance Group 401(k) Plan grew sharply - up 20.5% during 2024, from $46M to $55M. Reported net income was $9M.
How have Skyward Service Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Skyward Service Group's sponsor-wide assets grew 62.1%, from $34M to $55M.
Where does Skyward Speciality Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Skyward Speciality Insurance Group 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Skyward Speciality Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is G.W. Lisk Company, Inc. Employees' Savings & Investment Plan in NY ($55M, 732 participants).
Which 401(k) plans cover a similar participant headcount to Skyward Speciality Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Continuums Foundation Employee 401(k) Savings Trust in MN (515 participants, $14M 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 455463484.

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.