401(k) · DOL Form 5500 · 2024

Insperity Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$647M
Total assets Above avg plan size
4,409
Participants Above avg headcount
98th
Percentile by assets National rank
$146,705
Avg per participant Above avg balance/head
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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.

  • #19,860 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Insperity Corporate 401(k) Plan covers 4,409 participants in Texas, 6.4x the typical Texas plan (state average ~688 per filing). Assets: $647M.

#19,860
in Professional & Technical Services (20,173 peers)
+17.8%
assets growth YoY
6.5×
vs typical plan assets (national mean)

Insperity Corporate 401(k) Plan's outsized position by total assets

Insperity Corporate 401(k) Plan vs every filed plan by assets

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

$646,822,607 Top 2% higher than 98% 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

Insperity Corporate 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insperity Corporate 401(k) Plan lands in the large band (4,409 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760178498 · Insperity Holdings, Inc. PY 2024 · 401(k)

Insperity Corporate 401(k) Plan · $647M · 4,409 · 98th

  • VS-ST $647M
  • VS-ST 4,409
  • VS-ST 98th
  • VS-ST 401(k)
  • VS-ST near Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan
  • VS-ST ind #19860

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 Professional & Technical Services retirement plans → · Plans in Texas →

Insperity Corporate 401(k) Plan in the asset neighbourhood

Avantor Retirement Savings 401(k) Plan and TrustAvantor Retirement Savings 4…$648MApplied Research Associates, Inc. 401(k) Profit Sharing Plan & TrustApplied Research Associates,…$648MLoomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement PlanLoomis, Sayles & Company, L.…$647MInsperity Corporate 401(k) PlanInsperity Corporate 401(k) P…$647MHensel Phelps Salary Retirement PlanHensel Phelps Salary Retirem…$646M
End-of-year total assets ($M) among Insperity Corporate 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$549M
Net Assets (End of Year)$647M
Net Income$98M
Employer EIN760178498
Plan Effective Date2003-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Insperity Holdings, Inc.)

Sponsor-wide plan assets over time

All Insperity Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10.0B 46.600513747223815% vs 2022
2024 filing year
$6B$7B$8B$9B$10B$11B 202220232024 $6.85B $10B ▲ +46.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Insperity Corporate 401(k) Plan, Total assets ($B): 0.646822607 · Participants: 4409Insperity Corporate 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Insperity Corporate 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Insperity Corporate 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan in MA ($647M); by covered participants it is Bayhealth Medical Center, Inc. Retirement and Savings Plan in DE (4,411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,409 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 Insperity Corporate 401(k) Plan assets move in 2024? ▼
Insperity Corporate 401(k) Plan grew sharply - up 17.8% during 2024, from $549M to $647M. Reported net income was $98M.
How have Insperity Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insperity Holdings, Inc.'s sponsor-wide assets grew 46.6%, from $6.8B to $10.0B.
Where does Insperity Corporate 401(k) Plan rank by assets among Form 5500 filers? ▼
Insperity Corporate 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Insperity Corporate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan in MA ($647M, 786 participants).
Which 401(k) plans cover a similar participant headcount to Insperity Corporate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayhealth Medical Center, Inc. Retirement and Savings Plan in DE (4,411 participants, $539M 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 760178498.

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.