401(k) · DOL Form 5500 · 2024

Crest Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
247
Participants Below avg headcount
64th
Percentile by assets National rank
$59,564
Avg per participant Low balance/head
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Official DOL plan name: Crest Insurance Group, LLC 401(k) Plan · Sponsored by Crest Insurance Group, LLC · Arizona · Finance & Insurance

$15M in assets, 247 participants

Crest Insurance Group, LLC's Crest Insurance Group, LLC 401(k) Plan reported $15M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,119 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Crest Insurance Group, LLC 401(k) Plan covers 247 participants in Arizona, about 44% of the average Arizona filer (state average ~564 per filing). Assets: $15M.

#4,119
in Finance & Insurance (8,549 peers)
+27.3%
assets growth YoY

Crest Insurance Group, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Crest Insurance Group, LLC 401(k) Plan vs every filed plan by assets

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

$14,712,316 Top 36% higher than 64% 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

Crest Insurance Group, LLC 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. Crest Insurance Group, LLC 401(k) Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Crest Insurance Group, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Crest Insurance Group, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Crest Insurance Group, LLC 401(k) Plan reported participants rose from 230 in the plan year 2023 filing to 247 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 272359016 · Crest Insurance Group, LLC PY 2024 · 401(k)

Crest Insurance Group, LLC 401(k) Plan · $15M · 247 · 64th

  • RANK $15M
  • RANK 247
  • RANK 64th
  • RANK 401(k)
  • RANK near Jbi, LLC 401(k) Plan
  • RANK ind #4119

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 Arizona →

Crest Insurance Group, LLC 401(k) Plan in the asset neighbourhood

Crest Insurance Group, LLC 401(k) PlanCrest Insurance Group, LLC 4…$15MJbi, LLC 401(k) Plan$15MVersant Dental 401(k) Retirement Savings PlanVersant Dental 401(k) Retire…$15MPhigenics Management, Inc 401(k) PlanPhigenics Management, Inc 40…$15MIntersect Power 401(k) Plan$15M
End-of-year total assets ($M) among Crest Insurance Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN272359016
Plan Effective Date2010-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crest Insurance Group, LLC)

Sponsor-wide plan assets over time

All Crest Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 60.83217274001325% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.15M $14.7M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 199 $9M
2023 1 230 $12M
2024 1 247 $15M

Nearby 401(k) Plans in Arizona

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

Crest Insurance Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Crest Insurance Group, LLC 401(k) Plan, Total assets ($B): 0.014712316 · Participants: 247Crest Insurance Group, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Crest Insurance Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Crest Insurance Group, LLC 401(k) Plan side-by-side with 3 peers →

Crest Insurance Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Jbi, LLC 401(k) Plan in CA ($15M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Crest Insurance Group, LLC 401(k) Plan assets move in 2024? ▼
Crest Insurance Group, LLC 401(k) Plan grew sharply - up 27.3% during 2024, from $12M to $15M. Reported net income was $3M.
How have Crest Insurance Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crest Insurance Group, LLC's sponsor-wide assets grew 60.8%, from $9M to $15M.
Which 401(k) plans are similar in size to Crest Insurance Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jbi, LLC 401(k) Plan in CA ($15M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Crest Insurance Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Propex 401(k) Savings Plan in TN (247 participants, N/A 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 272359016.

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.