401(k) · DOL Form 5500 · 2024
Insperity Holdings, Inc. 401(k) Plan
Data updated 2026-08-06
- $647M
- Total assets
- 4,409
- Participants
- 98th
- Percentile by assets
- $146,705
- Avg per participant
Official DOL plan name: Insperity Corporate 401(k) Plan · Sponsored by Insperity Holdings, Inc. · Texas · Professional & Technical Services
$647M in assets, 4,409 participants
Insperity Holdings, Inc.'s Insperity Corporate 401(k) Plan reported $647M in total assets and 4,409 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 116,472 plans)
- #19,252 in Professional & Technical Services (19,542 peers)
Coverage in Texas
Insperity Corporate 401(k) Plan covers 4,409 participants in Texas, 6.3x the typical Texas plan (state average ~704 per filing). Assets: $647M.
- $647M
- total plan assets (2024 EOY)
- 4,409
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $146,705
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Insperity Corporate 401(k) Plan end-of-year assets rose from $549M in the plan year 2023 filing to $647M in the plan year 2024 filing.
- Insperity Corporate 401(k) Plan reported participants rose from 4,147 in the plan year 2023 filing to 4,409 in the plan year 2024 filing.
- Insperity Corporate 401(k) Plan reported net income fell from $101M in the plan year 2023 filing to $98M in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Insperity Corporate 401(k) Plan reports 4,409 participants - 6.3x that state average ($647M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $549M |
|---|---|
| Net Assets (End of Year) | $647M |
| Net Income | $98M |
| Employer EIN | 760178498 |
| Plan Effective Date | 2003-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Insperity Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 151,993 | $6.8B |
| 2023 | 2 | 164,705 | $8.7B |
| 2024 | 2 | 182,188 | $10.0B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Insperity Corporate 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Insperity Corporate 401(k) Plan by total assets, not by location.
- Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan (MA) $647M · 786
- Avantor Retirement Savings 401(k) Plan and Trust (PA) $648M · 5,867
- Hensel Phelps Salary Retirement Plan (CO) $646M · 3,081
- Ccl Industries 401(k) Profit-Sharing Plan (MA) $645M · 4,267
Frequently Asked Questions
How did Insperity Corporate 401(k) Plan assets move in 2024? ▼
How have Insperity Holdings, Inc. plan assets changed over time? ▼
Where does Insperity Corporate 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Insperity Corporate 401(k) Plan? ▼
Next read for Insperity Corporate 401(k) Plan
Filing takeaways
Ways to act on Insperity Corporate 401(k) Plan's numbers.
- By total assets, Insperity Corporate 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 Texas. Compare plans
- Insperity Holdings, Inc.'s sponsor-wide assets have grown 46.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans