401(k) · DOL Form 5500 · 2024
Amwins Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $844M
- Total assets
- 6,280
- Participants
- 98th
- Percentile by assets
- $134,471
- Avg per participant
Official DOL plan name: Amwins Group, Inc. 401(k) Plan · Sponsored by Amwins Group, Inc. · North Carolina · Finance & Insurance
$844M in assets, 6,280 participants
Amwins Group, Inc.'s Amwins Group, Inc. 401(k) Plan reported $844M in total assets and 6,280 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #8,265 in Finance & Insurance (8,549 peers)
Coverage in North Carolina
Amwins Group, Inc. 401(k) Plan covers 6,280 participants in North Carolina, 7.7x the typical North Carolina plan (state average ~819 per filing). Assets: $844M.
- $844M
- total plan assets (2024 EOY)
- 6,280
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $134,471
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amwins Group, Inc. 401(k) Plan end-of-year assets rose from $693M in the plan year 2023 filing to $844M in the plan year 2024 filing.
- Amwins Group, Inc. 401(k) Plan reported participants rose from 5,781 in the plan year 2023 filing to 6,280 in the plan year 2024 filing.
- Amwins Group, Inc. 401(k) Plan reported net income rose from $148M in the plan year 2023 filing to $152M in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Amwins Group, Inc. 401(k) Plan reports 6,280 participants - 7.7x that state average ($844M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $693M |
|---|---|
| Net Assets (End of Year) | $844M |
| Net Income | $152M |
| Employer EIN | 134009411 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amwins Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,389 | $544M |
| 2023 | 1 | 5,781 | $693M |
| 2024 | 1 | 6,280 | $844M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Amwins Group, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Scale composition for Amwins Group, Inc. 401(k) Plan
Amwins Group, Inc. 401(k) Plan reports $844M in end-of-year assets across 6,280 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $134,471 per participant (97% of the national average assets-per-participant) . Net income for plan year 2024 was $152M.
This plan identity (EIN 134009411, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $544M to $844M (+55.1%) while covered participants moved from 5,389 to 6,280 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,389 | $544M | Open filing |
| 2023 | 5,781 | $693M | Open filing |
| 2024 · index core | 6,280 | $844M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amwins Group, Inc. 401(k) Plan by total assets, not by location.
- The Helmerich & Payne, Inc. 401(k)/Thrift Plan (OK) $844M · 6,288
- Giant Eagle, Inc. Employee Savings Plan (PA) $845M · 14,665
- Cornerstone Building Brands 401(k) Profit Sharing Plan (TX) $845M · 14,166
- Dematic Corp. 401(k) Retirement Plan (MI) $844M · 4,273
Frequently Asked Questions
How did Amwins Group, Inc. 401(k) Plan assets move in 2024? ▼
How have Amwins Group, Inc. plan assets changed over time? ▼
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Next read for Amwins Group, Inc. 401(k) Plan
Filing takeaways
Ways to act on Amwins Group, Inc. 401(k) Plan's numbers.
- By total assets, Amwins Group, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Amwins Group, Inc.'s sponsor-wide assets have grown 55.1% since 2022 across 3 plan years on file. More Finance & Insurance plans