401(k) · DOL Form 5500 · 2024

Insightly, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
85
Participants Small participant base
49th
Percentile by assets National rank
$87,233
Avg per participant Below avg balance/head
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Official DOL plan name: Insightly, Inc. 401(k) Savings Plan · Sponsored by Insightly, Inc. · California · Professional & Technical Services

$7M in assets, 85 participants

Insightly, Inc.'s Insightly, Inc. 401(k) Savings Plan reported $7M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,600 in Professional & Technical Services (20,173 peers)

Insightly, Inc. multi-year trail

Insightly, Inc.'s plans moved +42.4% in assets from 2022 to 2024; this filing shows Insightly, Inc. 401(k) Savings Plan at $7M / 85 participants.

#9,600
in Professional & Technical Services (20,173 peers)
+14.5%
assets growth YoY

Insightly, Inc. 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Insightly, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$7,414,824 49th percentile higher than 49% 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

Insightly, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insightly, Inc. 401(k) Savings Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insightly, Inc. 401(k) Savings Plan reported participants fell from 144 in the plan year 2023 filing to 85 in the plan year 2024 filing.
  • Insightly, Inc. 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to $938K in the plan year 2024 filing.
  • Insightly, Inc. 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453944472 · Insightly, Inc. PY 2024 · 401(k)

Insightly, Inc. 401(k) Savings Plan · $7M · 85 · 49th

  • PCT $7M
  • PCT 85
  • PCT 49th
  • PCT 401(k)
  • PCT near Onvo 401(k) Plan
  • PCT ind #9600

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 California →

Insightly, Inc. 401(k) Savings Plan in the asset neighbourhood

Madison Resources Funding 401(k) PlanMadison Resources Funding 40…$7MInsightly, Inc. 401(k) Savings PlanInsightly, Inc. 401(k) Savin…$7MOnvo 401(k) Plan$7MIndian Nation Wholesale Employee 401(k) PlanIndian Nation Wholesale Empl…$7MBrown Industries, LLC 401(k) PlanBrown Industries, LLC 401(k)…$7M
End-of-year total assets ($M) among Insightly, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Insightly, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Insightly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 42.39049258294035% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.21M $7.41M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 106 $5M
2023 1 144 $6M
2024 1 85 $7M

Insightly, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$938K
Employer EIN453944472
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Insightly, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Insightly, Inc. 401(k) Savings Plan, Total assets ($B): 0.007414824 · Participants: 85Insightly, Inc. 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Insightly, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Insightly, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Insightly, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Onvo 401(k) Plan in PA ($7M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Insightly, Inc. 401(k) Savings Plan assets move in 2024? ▼
Insightly, Inc. 401(k) Savings Plan grew at a solid clip - up 14.5% during 2024, from $6M to $7M. Reported net income was $938K.
How have Insightly, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insightly, Inc.'s sponsor-wide assets grew 42.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Insightly, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onvo 401(k) Plan in PA ($7M, 610 participants).
Which 401(k) plans cover a similar participant headcount to Insightly, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 453944472.

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.