PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Insurance Office of America, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Insurance Office of America, Inc.

EIN 59-2472656-insurance-Latest filing 2025
Plans
2
Retirement
2
$108.2M assets
Health & Benefits
0
Participants
2,883
1855 W STATE RD 434 - LONGWOOD, FL 32750407-788-3000ioausa.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filings
#001401(k)-$84.1M - 1,439 part#002ESOP-$24.1M - 1,444 part

Retirement portfolio analytics

2 plans aggregated / $108.2M assets / 2,883 participants

Assets by plan

Share of aggregate retirement assets

  • OF AMERICA 401(K) (#001)$84.1M
  • EMPLOYEE STOCK OWNERSHIP (#002)$24.1M
Total $108.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)1,444
  • OF AMERICA 401(K) (#001)1,439
Total 2,883Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

INSURANCE OFFICE OF AMERICA 401(K) PLAN

401(k)

Assets$84.1M
Participants1,439
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.1M
Participants1,444
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INSURANCE OFFICE OF AMERICA 401(K) PLAN401(k)$84.1M1,4392024
#002INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$24.1M1,4442025
  • INSURANCE OFFICE OF AMERICA 401(K) PLAN$84.1M
    #001 · 401(k) · 20241,439
  • INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN$24.1M
    #002 · ESOP · 20251,444
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica