401(k) · DOL Form 5500 · 2024

Doxa Insurance Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
383
Participants Below avg headcount
85th
Percentile by assets National rank
$138,607
Avg per participant Near avg balance/head
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Official DOL plan name: Doxa Insurance Holdings, LLC 401(k) Plan · Sponsored by Doxa Insurance Holdings, LLC · Indiana · Finance & Insurance

$53M in assets, 383 participants

Doxa Insurance Holdings, LLC's Doxa Insurance Holdings, LLC 401(k) Plan reported $53M in total assets and 383 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,540 in Finance & Insurance (8,549 peers)

Where Doxa Insurance Holdings, LLC 401(k) Plan sits by assets

Doxa Insurance Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 383 participants (~$138,607/participant), up 33.1% in 2024.

#6,540
in Finance & Insurance (8,549 peers)
+33.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Doxa Insurance Holdings, LLC 401(k) Plan's outsized position by total assets

Doxa Insurance Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$53,086,313 Top 15% higher than 85% 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

Doxa Insurance Holdings, LLC 401(k) 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. Doxa Insurance Holdings, LLC 401(k) Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Doxa Insurance Holdings, LLC 401(k) Plan reported participants rose from 189 in the plan year 2023 filing to 383 in the plan year 2024 filing.
  • Doxa Insurance Holdings, LLC 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Doxa Insurance Holdings, LLC 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474868271 · Doxa Insurance Holdings, LLC PY 2024 · 401(k)

Doxa Insurance Holdings, LLC 401(k) Plan · $53M · 383 · 85th

  • NET $53M
  • BOOK 383
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Campbell, Conroy & O'neil Professional Corporation 401(k) Plan
  • EBSA ind #6540

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 Indiana →

Doxa Insurance Holdings, LLC 401(k) Plan in the asset neighbourhood

Ebara Technologies, Inc. 401(k) Savings PlanEbara Technologies, Inc. 401…$53MDoxa Insurance Holdings, LLC 401(k) PlanDoxa Insurance Holdings, LLC…$53MBruce Oakley, Inc. 401(k) Profit Sharing PlanBruce Oakley, Inc. 401(k) Pr…$53MCampbell, Conroy & O'neil Professional Corporation 401(k) PlanCampbell, Conroy & O'neil Pr…$53MCharter Management Company, Inc. 401(k) & Ps PlanCharter Management Company, …$53M
End-of-year total assets ($M) among Doxa Insurance Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$53M
Net Income$13M
Employer EIN474868271
Plan Effective Date2022-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Doxa Insurance Holdings, LLC)

Sponsor-wide plan assets over time

All Doxa Insurance Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M
2024 filing year
$0M$20M$40M$60M 202220232024 $0M $53.1M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 114 N/A
2023 1 189 $40M
2024 1 383 $53M

Nearby 401(k) Plans in Indiana

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

Doxa Insurance Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Doxa Insurance Holdings, LLC 401(k) Plan, Total assets ($B): 0.053086313 · Participants: 383Doxa Insurance Holdings, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Doxa Insurance Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Doxa Insurance Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Doxa Insurance Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Campbell, Conroy & O'neil Professional Corporation 401(k) Plan in MA ($53M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Doxa Insurance Holdings, LLC 401(k) Plan assets move in 2024? ▼
Doxa Insurance Holdings, LLC 401(k) Plan surged - up 33.1% during 2024, from $40M to $53M. Reported net income was $13M.
Where does Doxa Insurance Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Doxa Insurance Holdings, LLC 401(k) Plan ranks in the 85th 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 Doxa Insurance Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell, Conroy & O'neil Professional Corporation 401(k) Plan in MA ($53M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Doxa Insurance Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (383 participants, $4M 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 474868271.

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.