401(k) · DOL Form 5500 · 2024

Amerilife US, LLC 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
2,221
Participants Above avg headcount
91st
Percentile by assets National rank
$45,792
Avg per participant Low balance/head
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Official DOL plan name: Independent Administrative Services, L.L.C. 401(k) Plan · Sponsored by Amerilife US, LLC · Florida · Finance & Insurance

$102M in assets, 2,221 participants

Amerilife US, LLC's Independent Administrative Services, L.L.C. 401(k) Plan reported $102M in total assets and 2,221 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,289 in Finance & Insurance (8,549 peers)

Coverage in Florida

Independent Administrative Services, L.L.C. 401(k) Plan covers 2,221 participants in Florida, 3.5x the typical Florida plan (state average ~628 per filing). Assets: $102M.

#7,289
in Finance & Insurance (8,549 peers)
+30.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Independent Administrative Services, L.L.C. 401(k) Plan's outsized position by total assets

Independent Administrative Services, L.L.C. 401(k) Plan vs every filed plan by assets

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

$101,703,941 Top 9% higher than 91% 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

Independent Administrative Services, L.L.C. 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. Independent Administrative Services, L.L.C. 401(k) Plan lands in the large band (2,221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independent Administrative Services, L.L.C. 401(k) Plan end-of-year assets rose from $78M in the plan year 2023 filing to $102M in the plan year 2024 filing.
  • Independent Administrative Services, L.L.C. 401(k) Plan reported net income fell from $34M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Independent Administrative Services, L.L.C. 401(k) Plan reported participants rose from 1,973 in the plan year 2023 filing to 2,221 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 510431043 · Amerilife US, LLC PY 2024 · 401(k)

Independent Administrative Services, L.L.C. 401(k) Plan · $102M · 2,221 · 91st

  • TYPE $102M
  • NET 2,221
  • BOOK 91st
  • VS-ST 401(k)
  • BOY near Cp Kelco Nonunion 401(k) Retirement Savings Plan
  • SCH ind #7289

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 Florida →

Independent Administrative Services, L.L.C. 401(k) Plan in the asset neighbourhood

9dot 401(k) Plan$102MPine Bluff Sand & Gravel Company Retirement Savings PlanPine Bluff Sand & Gravel Com…$102MArtivion, Inc. Profit Sharing 401(k) PlanArtivion, Inc. Profit Sharin…$102MCp Kelco Nonunion 401(k) Retirement Savings PlanCp Kelco Nonunion 401(k) Ret…$102MIndependent Administrative Services, L.L.C. 401(k) PlanIndependent Administrative S…$102M
End-of-year total assets ($M) among Independent Administrative Services, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$102M
Net Income$24M
Employer EIN510431043
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerilife US, LLC)

Sponsor-wide plan assets over time

All Amerilife US, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$102M 130.20184343110316% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $44.2M $102M ▲ +130.2%
Year Plans Participants Total Assets
2022 1 1,892 $44M
2023 1 1,973 $78M
2024 1 2,221 $102M

Nearby 401(k) Plans in Florida

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

Independent Administrative Services, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Independent Administrative Services, L.L.C. 401(k) Plan, Total assets ($B): 0.101703941 · Participants: 2221Independent Administrative Services, L.L.C. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Independent Administrative Services, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Independent Administrative Services, L.L.C. 401(k) Plan side-by-side with 3 peers →

Independent Administrative Services, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cp Kelco Nonunion 401(k) Retirement Savings Plan in IL ($102M); by covered participants it is Kb Home 401(k) Savings Plan in CA (2,221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,221 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 Independent Administrative Services, L.L.C. 401(k) Plan assets move in 2024? ▼
Independent Administrative Services, L.L.C. 401(k) Plan surged - up 30.3% during 2024, from $78M to $102M. Reported net income was $24M.
How have Amerilife US, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amerilife US, LLC's sponsor-wide assets grew 130.2%, from $44M to $102M.
Where does Independent Administrative Services, L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Independent Administrative Services, L.L.C. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Independent Administrative Services, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cp Kelco Nonunion 401(k) Retirement Savings Plan in IL ($102M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Independent Administrative Services, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kb Home 401(k) Savings Plan in CA (2,221 participants, $391M 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 510431043.

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.