Amwins Group 401(k) plan

Amwins Group, Inc., Charlotte, NC. EIN 13-4009411. Annual reports 2009–2024.

Amwins Group, Inc. has one active retirement plan on file, the Amwins Group, Inc. 401(k) Plan, with 7,522 participants and $844 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Amwins Group's filings since 2009.

Active plans: 1
Participants: 7,522
Plan assets: $844 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Finance and insurance

The plan

Amwins Group, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 13-4009411
Participants (2024): 7,522
Net assets (2024): $844 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Amwins Group, Inc.
4725 Piedmont Row Drive, Suite 600
Charlotte, NC 28210
(704) 749-2700As filed for 2024
In effect since: October 1, 1998

Earlier plan names: Amwins Group, Inc. 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,522	$844 million	Fidelity
2023	7,149	$693 million	Fidelity
2022	6,604	$544 million	Fidelity
2021	6,060	$630 million	Fidelity
2020	5,498	$510 million	Fidelity
2019	5,080	$394 million	Fidelity
2018	4,289	$290 million	Fidelity
2017	4,009	$288 million	Fidelity
2016	3,427	$218 million	Fidelity
2015	3,160	$181 million	Fidelity
2014	2,916	$163 million	Fidelity
2013	2,442	$137 million	Fidelity
2012	2,052	$96.6 million	Fidelity
2011	1,866	$76.3 million	Fidelity
2010	1,609	$66.8 million	Fidelity
2009	1,314	$47.7 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Amwins Group, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((704) 749-2700). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Amwins Group, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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