401(k) · DOL Form 5500 · 2024

K2 Insurance Services, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
500
Participants Below avg headcount
82nd
Percentile by assets National rank
$85,688
Avg per participant Below avg balance/head
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Official DOL plan name: K2 Insurance Services, LLC 401(k) Retirement Plan · Sponsored by K2 Insurance Services, LLC · Pennsylvania · Finance & Insurance

$43M in assets, 500 participants

K2 Insurance Services, LLC's K2 Insurance Services, LLC 401(k) Retirement Plan reported $43M in total assets and 500 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,205 in Finance & Insurance (8,549 peers)

Where K2 Insurance Services, LLC 401(k) Retirement Plan sits by assets

K2 Insurance Services, LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 500 participants (~$85,688/participant), up 62.6% in 2024.

#6,205
in Finance & Insurance (8,549 peers)
+62.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

K2 Insurance Services, LLC 401(k) Retirement Plan's outsized position by total assets

K2 Insurance Services, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$42,843,932 Top 18% higher than 82% 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

K2 Insurance Services, LLC 401(k) Retirement 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. K2 Insurance Services, LLC 401(k) Retirement Plan sits mid-pack in the medium band (500 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • K2 Insurance Services, LLC 401(k) Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • K2 Insurance Services, LLC 401(k) Retirement Plan reported participants rose from 353 in the plan year 2023 filing to 500 in the plan year 2024 filing.
  • K2 Insurance Services, LLC 401(k) Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371643563 · K2 Insurance Services, LLC PY 2024 · 401(k)

K2 Insurance Services, LLC 401(k) Retirement Plan · $43M · 500 · 82nd

  • NET $43M
  • NET 500
  • NET 82nd
  • NET 401(k)
  • NET near Amyx, Inc. 401(k) Plan
  • NET ind #6205

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 Pennsylvania →

K2 Insurance Services, LLC 401(k) Retirement Plan in the asset neighbourhood

K2 Insurance Services, LLC 401(k) Retirement PlanK2 Insurance Services, LLC 4…$43MAmyx, Inc. 401(k) Plan$43MNacds 401(k) Incentive Savings PlanNacds 401(k) Incentive Savin…$43MSavings and Retirement Plan for Employees of Great Bay Distributors, Inc.Savings and Retirement Plan …$43MMerrimack Valley Credit Union Retirement Savings PlanMerrimack Valley Credit Unio…$43M
End-of-year total assets ($M) among K2 Insurance Services, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$43M
Net Income$9M
Employer EIN371643563
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K2 Insurance Services, LLC)

Sponsor-wide plan assets over time

All K2 Insurance Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 133.23145182617512% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.4M $42.8M ▲ +133.2%
Year Plans Participants Total Assets
2022 1 303 $18M
2023 1 353 $26M
2024 1 500 $43M

Nearby 401(k) Plans in Pennsylvania

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

K2 Insurance Services, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants K2 Insurance Services, LLC 401(k) Retirement Plan, Total assets ($B): 0.042843932 · Participants: 500K2 Insurance Services, LLC 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
K2 Insurance Services, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare K2 Insurance Services, LLC 401(k) Retirement Plan side-by-side with 3 peers →

K2 Insurance Services, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Amyx, Inc. 401(k) Plan in VA ($43M); by covered participants it is Qualifacts Systems 401(k) Plan in TN (500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (500 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 K2 Insurance Services, LLC 401(k) Retirement Plan assets move in 2024? ▼
K2 Insurance Services, LLC 401(k) Retirement Plan surged - up 62.6% during 2024, from $26M to $43M. Reported net income was $9M.
How have K2 Insurance Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K2 Insurance Services, LLC's sponsor-wide assets grew 133.2%, from $18M to $43M.
Where does K2 Insurance Services, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
K2 Insurance Services, LLC 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to K2 Insurance Services, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amyx, Inc. 401(k) Plan in VA ($43M, 512 participants).
Which 401(k) plans cover a similar participant headcount to K2 Insurance Services, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Qualifacts Systems 401(k) Plan in TN (500 participants, $33M 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 371643563.

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.