401(k) · DOL Form 5500 · 2024

Assuredpartners Investment Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
923
Participants Near avg headcount
80th
Percentile by assets National rank
$38,227
Avg per participant Low balance/head
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Official DOL plan name: Assuredpartners Pep · Sponsored by Assuredpartners Investment Advisors, LLC · Florida · Finance & Insurance

$35M in assets, 923 participants

Assuredpartners Investment Advisors, LLC's Assuredpartners Pep reported $35M in total assets and 923 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,840 in Finance & Insurance (8,549 peers)

Where Assuredpartners Pep sits by assets

Assuredpartners Pep sits in the top quartile of all filed plans by assets, $35M for 923 participants (~$38,227/participant), up 37.6% in 2024.

#5,840
in Finance & Insurance (8,549 peers)
+37.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Assuredpartners Pep's outsized position by total assets

Assuredpartners Pep vs every filed plan by assets

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

$35,283,168 Top 20% higher than 80% 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

Assuredpartners Pep 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. Assuredpartners Pep sits mid-pack in the medium band (923 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Assuredpartners Pep end-of-year assets rose from $26M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Assuredpartners Pep reported participants rose from 735 in the plan year 2023 filing to 923 in the plan year 2024 filing.
  • Assuredpartners Pep reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850777552 · Assuredpartners Investment Advisors, LLC PY 2024 · 401(k)

Assuredpartners Pep · $35M · 923 · 80th

  • NET $35M
  • NET 923
  • NET 80th
  • NET 401(k)
  • NET near Acrt Services, Inc. 401(k) Plan
  • NET ind #5840

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 →

Assuredpartners Pep in the asset neighbourhood

Script Care, Ltd. Profit Sharing 401(k) PlanScript Care, Ltd. Profit Sha…$35MG. S. Precision, Inc. 401(k) Employee Savings Plan & TrustG. S. Precision, Inc. 401(k)…$35MGavin De Becker & Associates, L.P 401(k) PlanGavin De Becker & Associates…$35MAssuredpartners Pep$35MAcrt Services, Inc. 401(k) PlanAcrt Services, Inc. 401(k) P…$35M
End-of-year total assets ($M) among Assuredpartners Pep 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)$35M
Net Income$5M
Employer EIN850777552
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assuredpartners Investment Advisors, LLC)

Sponsor-wide plan assets over time

All Assuredpartners Investment Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 325.36208288149703% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $8.29M $35.3M ▲ +325.6%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 735 $26M
2024 1 923 $35M

Nearby 401(k) Plans in Florida

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

Assuredpartners Pep vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Assuredpartners Pep, Total assets ($B): 0.035283168 · Participants: 923Assuredpartners PepL3harris 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
Assuredpartners Pep vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Assuredpartners Pep side-by-side with 3 peers →

Assuredpartners Pep's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Acrt Services, Inc. 401(k) Plan in OH ($35M); by covered participants it is Bosselman Employee Retirement Plan in NE (923 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (923 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 Assuredpartners Pep assets move in 2024? ▼
Assuredpartners Pep surged - up 37.6% during 2024, from $26M to $35M. Reported net income was $5M.
How have Assuredpartners Investment Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assuredpartners Investment Advisors, LLC's sponsor-wide assets grew 325.4%, from $8M to $35M.
Where does Assuredpartners Pep rank by assets among Form 5500 filers? ▼
Assuredpartners Pep ranks in the 80th 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 Assuredpartners Pep? ▼
Among 401(k) plans in other states, the closest by assets is Acrt Services, Inc. 401(k) Plan in OH ($35M, 1,258 participants).
Which 401(k) plans cover a similar participant headcount to Assuredpartners Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Bosselman Employee Retirement Plan in NE (923 participants, $14M 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 850777552.

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.