401(k) · DOL Form 5500 · 2024

Assurance Financial Group LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
159
Participants Small participant base
70th
Percentile by assets National rank
$124,290
Avg per participant Near avg balance/head
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Official DOL plan name: Assurance Financial 401(k) Plan · Sponsored by Assurance Financial Group LLC · Louisiana · Finance & Insurance

$20M in assets, 159 participants

Assurance Financial Group LLC's Assurance Financial 401(k) Plan reported $20M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,695 in Finance & Insurance (8,549 peers)

Coverage in Louisiana

Assurance Financial 401(k) Plan covers 159 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $20M.

#4,695
in Finance & Insurance (8,549 peers)
+2.0%
assets growth YoY

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

Assurance Financial 401(k) Plan vs every filed plan by assets

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

$19,762,121 Top 30% higher than 70% 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

Assurance Financial 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. Assurance Financial 401(k) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Assurance Financial 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $395K in the plan year 2024 filing.
  • Assurance Financial 401(k) Plan reported participants fell from 198 in the plan year 2023 filing to 159 in the plan year 2024 filing.
  • Assurance Financial 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 721505298 · Assurance Financial Group LLC PY 2024 · 401(k)

Assurance Financial 401(k) Plan · $20M · 159 · 70th

  • NET $20M
  • NET 159
  • NET 70th
  • NET 401(k)
  • NET near S&s Worldwide, Inc. 401(k) and Profit Sharing Plan
  • NET ind #4695

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 Louisiana →

Assurance Financial 401(k) Plan in the asset neighbourhood

Assurance Financial 401(k) PlanAssurance Financial 401(k) P…$20MS&s Worldwide, Inc. 401(k) and Profit Sharing PlanS&s Worldwide, Inc. 401(k) a…$20MRev Federal Credit Union Defined Contribution PlanRev Federal Credit Union Def…$20MMasonic Health System of Massachusetts, Inc. and Grand Lodge of Masons inMasonic Health System of Mas…$20MK Motors, Inc. 401(k) Plan$20M
End-of-year total assets ($M) among Assurance Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$395K
Employer EIN721505298
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assurance Financial Group LLC)

Sponsor-wide plan assets over time

All Assurance Financial Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.654145410642313% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.2M $19.8M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 243 $17M
2023 1 198 $19M
2024 1 159 $20M

Nearby 401(k) Plans in Louisiana

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

Assurance Financial 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Assurance Financial 401(k) Plan, Total assets ($B): 0.019762121 · Participants: 159Assurance Financial 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Assurance Financial 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Assurance Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is S&s Worldwide, Inc. 401(k) and Profit Sharing Plan in CT ($20M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Assurance Financial 401(k) Plan assets move in 2024? ▼
Assurance Financial 401(k) Plan edged up modestly - up 2.0% during 2024, from $19M to $20M. Reported net income was $395K.
How have Assurance Financial Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assurance Financial Group LLC's sponsor-wide assets grew 14.7%, from $17M to $20M.
Which 401(k) plans are similar in size to Assurance Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is S&s Worldwide, Inc. 401(k) and Profit Sharing Plan in CT ($20M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Assurance Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 721505298.

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.