401(k) · DOL Form 5500 · 2024

Insightsoftware, LLC 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
700
Participants Below avg headcount
87th
Percentile by assets National rank
$95,870
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Insightsoftware 401(k) Plan · Sponsored by Insightsoftware, LLC · North Carolina · Information & Media

$67M in assets, 700 participants

Insightsoftware, LLC's Insightsoftware 401(k) Plan reported $67M in total assets and 700 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,323 in Information & Media (2,822 peers)

Where Insightsoftware 401(k) Plan sits by assets

Insightsoftware 401(k) Plan sits in the top quartile of all filed plans by assets, $67M for 700 participants (~$95,870/participant), up 12.5% in 2024.

#2,323
in Information & Media (2,822 peers)
+12.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Insightsoftware 401(k) Plan's outsized position by total assets

Insightsoftware 401(k) Plan vs every filed plan by assets

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

$67,109,235 Top 13% higher than 87% 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

Insightsoftware 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. Insightsoftware 401(k) Plan sits mid-pack in the medium band (700 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insightsoftware 401(k) Plan end-of-year assets rose from $60M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Insightsoftware 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Insightsoftware 401(k) Plan reported participants rose from 686 in the plan year 2023 filing to 700 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561944603 · Insightsoftware, LLC PY 2024 · 401(k)

Insightsoftware 401(k) Plan · $67M · 700 · 87th

  • RANK $67M
  • PHOTO 700
  • IND 87th
  • EOY 401(k)
  • 5500 near Collom and Carney Clinic Association 401 (K) Savings Plan
  • ASSETS ind #2323

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 Information & Media retirement plans → · Plans in North Carolina →

Insightsoftware 401(k) Plan in the asset neighbourhood

Insightsoftware 401(k) Plan$67MCollom and Carney Clinic Association 401 (K) Savings PlanCollom and Carney Clinic Ass…$67MHorizon Bancorp Employees' Thrift PlanHorizon Bancorp Employees' T…$67MTakara Bio USA, Inc. 401(k) Profit Sharing PlanTakara Bio USA, Inc. 401(k) …$67MColumbia Anesthesia Group Ps Profit Sharing PlanColumbia Anesthesia Group Ps…$67M
End-of-year total assets ($M) among Insightsoftware 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)$60M
Net Assets (End of Year)$67M
Net Income$7M
Employer EIN561944603
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insightsoftware, LLC)

Sponsor-wide plan assets over time

All Insightsoftware, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$67M 27.13772269815581% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.8M $67.1M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 747 $53M
2023 1 686 $60M
2024 1 700 $67M

Nearby 401(k) Plans in North Carolina

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

Insightsoftware 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Insightsoftware 401(k) Plan, Total assets ($B): 0.067109235 · Participants: 700Insightsoftware 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
Insightsoftware 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Insightsoftware 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Collom and Carney Clinic Association 401 (K) Savings Plan in TX ($67M); by covered participants it is Russell Investments Retirement Plan in WA (700 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (700 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 Insightsoftware 401(k) Plan assets move in 2024? ▼
Insightsoftware 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $60M to $67M. Reported net income was $7M.
How have Insightsoftware, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insightsoftware, LLC's sponsor-wide assets grew 27.1%, from $53M to $67M.
Where does Insightsoftware 401(k) Plan rank by assets among Form 5500 filers? ▼
Insightsoftware 401(k) Plan ranks in the 87th 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 Insightsoftware 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collom and Carney Clinic Association 401 (K) Savings Plan in TX ($67M, 320 participants).
Which 401(k) plans cover a similar participant headcount to Insightsoftware 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Russell Investments Retirement Plan in WA (700 participants, $625M 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 561944603.

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.