401(k) · DOL Form 5500 · 2024

Insurify, Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
99
Participants Small participant base
45th
Percentile by assets National rank
$59,918
Avg per participant Low balance/head
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Official DOL plan name: Insurify 401(k) Plan · Sponsored by Insurify, Inc · Massachusetts · Finance & Insurance

$6M in assets, 99 participants

Insurify, Inc's Insurify 401(k) Plan reported $6M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,624 in Finance & Insurance (8,549 peers)

Insurify, Inc multi-year trail

Insurify, Inc's plans moved +22.5% in assets from 2023 to 2024; this filing shows Insurify 401(k) Plan at $6M / 99 participants.

#2,624
in Finance & Insurance (8,549 peers)
+22.5%
assets growth YoY

Insurify 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$5,931,834 45th percentile higher than 45% 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

Insurify 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurify 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insurify 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Insurify 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Insurify 401(k) Plan reported participants fell from 112 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 462732148 · Insurify, Inc PY 2024 · 401(k)

Insurify 401(k) Plan · $6M · 99 · 45th

  • TYPE $6M
  • NET 99
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Strategic Energy Solutions, Inc. 401(k) Plan
  • SCH ind #2624

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 Massachusetts →

Insurify 401(k) Plan in the asset neighbourhood

Insurify 401(k) Plan$6MStrategic Energy Solutions, Inc. 401(k) PlanStrategic Energy Solutions, …$6MDanna Mckitrick, P.C. 401(k) Profit Sharing PlanDanna Mckitrick, P.C. 401(k)…$6MRqa, Inc. Profit Sharing Plan$6MFund Employees 401(k) Plan$6M
End-of-year total assets ($M) among Insurify 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Insurify, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Insurify, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.491790631469872% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 20232024 $4.84M $5.93M ▲ +22.5%
Year Plans Participants Total Assets
2023 1 112 $5M
2024 1 99 $6M

Insurify, Inc filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN462732148
Plan Effective Date2017-09-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Insurify 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Insurify 401(k) Plan, Total assets ($B): 0.005931834 · Participants: 99Insurify 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Insurify 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Insurify 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Strategic Energy Solutions, Inc. 401(k) Plan in MI ($6M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Insurify 401(k) Plan assets move in 2024? ▼
Insurify 401(k) Plan grew sharply - up 22.5% during 2024, from $5M to $6M. Reported net income was $1M.
How have Insurify, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Insurify, Inc's sponsor-wide assets grew 22.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Insurify 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strategic Energy Solutions, Inc. 401(k) Plan in MI ($6M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Insurify 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 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 462732148.

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.