401(k) · DOL Form 5500 · 2024

Ategrity Specialty Insurance Com 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
159
Participants Small participant base
49th
Percentile by assets National rank
$46,242
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Ategrity Specialty Insurance Company · Sponsored by Ategrity Specialty Insurance Com · Arizona · Finance & Insurance

$7M in assets, 159 participants

Ategrity Specialty Insurance Com's Ategrity Specialty Insurance Company reported $7M in total assets and 159 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.

  • #2,904 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Ategrity Specialty Insurance Company covers 159 participants in Arizona, about 28% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#2,904
in Finance & Insurance (8,549 peers)
$351K
reported net income

Ategrity Specialty Insurance Company's mid-pack asset rank among Finance & Insurance and all filers

Ategrity Specialty Insurance Company vs every filed plan by assets

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

$7,352,496 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

Ategrity Specialty Insurance Company 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. Ategrity Specialty Insurance Company sits mid-pack in the medium band (159 participants).

Published 5500 schedule card

Filing strip 824910916 · Ategrity Specialty Insurance Com PY 2024 · 401(k)

Ategrity Specialty Insurance Company · $7M · 159 · 49th

  • IND $7M
  • EOY 159
  • 5500 49th
  • ASSETS 401(k)
  • PCT near Coler Healthcare 401(k) Plan
  • EIN ind #2904

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 Arizona →

Ategrity Specialty Insurance Company in the asset neighbourhood

Ategrity Specialty Insurance CompanyAtegrity Specialty Insurance…$7MColer Healthcare 401(k) Plan$7MZ Line Kitchen and Bath LLC 401(k) Profit Sharing Plan and TrustZ Line Kitchen and Bath LLC …$7MGlovis Alabama 401(k) Plan$7MHope Leasing 401(k) Plan$7M
End-of-year total assets ($M) among Ategrity Specialty Insurance Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$7M
Net Income$351K
Employer EIN824910916
Plan Effective Date2024-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Ategrity Specialty Insurance Company vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ategrity Specialty Insurance Company, Total assets ($B): 0.007352496 · Participants: 159Ategrity Specialty Insurance CompanyBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Ategrity Specialty Insurance Company vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Ategrity Specialty Insurance Company side-by-side with 3 peers →

Ategrity Specialty Insurance Company's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Coler Healthcare 401(k) Plan in OH ($7M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 (159 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

Which 401(k) plans are similar in size to Ategrity Specialty Insurance Company? ▼
Among 401(k) plans in other states, the closest by assets is Coler Healthcare 401(k) Plan in OH ($7M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Ategrity Specialty Insurance Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A 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 824910916.

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.