401(k) · DOL Form 5500 · 2024

Selectquote Insurance Services 401(k) Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
4,080
Participants Above avg headcount
93rd
Percentile by assets National rank
$34,256
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Selectquote Retirement Plan · Sponsored by Selectquote Insurance Services · Kansas · Finance & Insurance

$140M in assets, 4,080 participants

Selectquote Insurance Services's Selectquote Retirement Plan reported $140M in total assets and 4,080 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,541 in Finance & Insurance (8,549 peers)

Coverage in Kansas

Selectquote Retirement Plan covers 4,080 participants in Kansas, 11x the typical Kansas plan (state average ~360 per filing). Assets: $140M.

#7,541
in Finance & Insurance (8,549 peers)
+34.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Selectquote Retirement Plan's outsized position by total assets

Selectquote Retirement Plan vs every filed plan by assets

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

$139,765,086 Top 7% higher than 93% 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

Selectquote Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Selectquote Retirement Plan lands in the large band (4,080 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Selectquote Retirement Plan reported net income rose from $26M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Selectquote Retirement Plan end-of-year assets rose from $104M in the plan year 2023 filing to $140M in the plan year 2024 filing.
  • Selectquote Retirement Plan reported participants fell from 4,168 in the plan year 2023 filing to 4,080 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680027389 · Selectquote Insurance Services PY 2024 · 401(k)

Selectquote Retirement Plan · $140M · 4,080 · 93rd

  • RANK $140M
  • RANK 4,080
  • RANK 93rd
  • RANK 401(k)
  • RANK near Inizio Retirement Plan
  • RANK ind #7541

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 Kansas →

Selectquote Retirement Plan in the asset neighbourhood

Melaleuca, Inc. 401(k) Savings Plan and TrustMelaleuca, Inc. 401(k) Savin…$140MSelectquote Retirement Plan$140MBraun Intertec 401(k) Retirement PlanBraun Intertec 401(k) Retire…$140MInizio Retirement Plan$140MMcDonald's Hopkins LLC Profit Sharing PlanMcDonald's Hopkins LLC Profi…$140M
End-of-year total assets ($M) among Selectquote Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$140M
Net Income$36M
Employer EIN680027389
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Selectquote Insurance Services)

Sponsor-wide plan assets over time

All Selectquote Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$140M 78.58256575502111% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $78.3M $140M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 4,465 $78M
2023 1 4,168 $104M
2024 1 4,080 $140M

Nearby 401(k) Plans in Kansas

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

Selectquote Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Selectquote Retirement Plan, Total assets ($B): 0.139765086 · Participants: 4080Selectquote Retirement PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Selectquote Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Selectquote Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Inizio Retirement Plan in PA ($140M); by covered participants it is Royal Caribbean Cruises Ltd. Ret. Savings Plan in FL (4,079 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($140M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,080 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 Selectquote Retirement Plan assets move in 2024?
Selectquote Retirement Plan surged - up 34.5% during 2024, from $104M to $140M. Reported net income was $36M.
How have Selectquote Insurance Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Selectquote Insurance Services's sponsor-wide assets grew 78.6%, from $78M to $140M.
Where does Selectquote Retirement Plan rank by assets among Form 5500 filers?
Selectquote Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Selectquote Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Inizio Retirement Plan in PA ($140M, 2,655 participants).
Which 401(k) plans cover a similar participant headcount to Selectquote Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Royal Caribbean Cruises Ltd. Ret. Savings Plan in FL (4,079 participants, $787M in assets).