401(k) · DOL Form 5500 · 2024

Nsm Insurance Services, LLC 401(k) Plan

Data updated 2026-08-11

$58M
Total assets: 947
Participants: 86th
Percentile by assets: $61,563
Avg per participant

Official DOL plan name: Nsm Insurance Group 401(k) Plan · Sponsored by Nsm Insurance Services, LLC · Pennsylvania · Finance & Insurance

$58M in assets, 947 participants

Nsm Insurance Services, LLC's Nsm Insurance Group 401(k) Plan reported $58M in total assets and 947 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 123,622 plans)
#6,661 in Finance & Insurance (8,549 peers)

Where Nsm Insurance Group 401(k) Plan sits by assets

Nsm Insurance Group 401(k) Plan sits in the top quartile of all filed plans by assets, $58M for 947 participants (~$61,563/participant), down 2.9% in 2024.

$58M
total plan assets (2024 EOY): 947
covered participants: 86th
percentile by assets (of 123,622 plans): $61,563
avg assets per participant

Where Nsm Insurance Group 401(k) Plan sits by total assets

Nsm Insurance Group 401(k) Plan vs every filed plan by assets

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

$58,300,432 Top 14% higher than 86% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Nsm Insurance Group 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Nsm Insurance Group 401(k) Plan reported participants rose from 738 in the plan year 2023 filing to 947 in the plan year 2024 filing.
Nsm Insurance Group 401(k) Plan end-of-year assets fell from $60M in the plan year 2023 filing to $58M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Nsm Insurance Group 401(k) Plan vs the 2024 asset distribution

By assets, Nsm Insurance Group 401(k) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$60M
Net Assets (End of Year)	$58M
Net Income	$8M
Employer EIN	830348144
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Nsm Insurance Services, LLC)

Total plan assets by year, all Nsm Insurance Services, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	653	$40M
2023	1	738	$60M
2024	1	947	$58M

Nearby 401(k) Plans in Pennsylvania

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

Nsm Insurance Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Nsm Insurance Group 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Nsm Insurance Group 401(k) Plan by total assets, not by location.

Avma Employees Retirement Plan (IL) $58M · 171
Ropers Majeski 401(k) Plan (CA) $58M · 163
Neophotonics Corporation 401(k) Profit Sharing Plan & Trust (CA) $58M · 144
Lmn Architects Employees' 401(k)/Profit Sharing Plan (WA) $58M · 138

Frequently Asked Questions

How did Nsm Insurance Group 401(k) Plan assets move in 2024? ▼

Nsm Insurance Group 401(k) Plan edged down modestly - down 2.9% during 2024, from $60M to $58M. Reported net income was $8M.

How have Nsm Insurance Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nsm Insurance Services, LLC's sponsor-wide assets grew 45.7%, from $40M to $58M.

Where does Nsm Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼

Nsm Insurance Group 401(k) Plan ranks in the 86th 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 Nsm Insurance Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Avma Employees Retirement Plan in IL ($58M, 171 participants).

Next read for Nsm Insurance Group 401(k) Plan

Scale reading

Ways to act on Nsm Insurance Group 401(k) Plan's numbers.

By total assets, Nsm Insurance Group 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Nsm Insurance Services, LLC's sponsor-wide assets have grown 45.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 830348144.