Filings through .
Insperity Retirement Services
Matched across 1 name variant in the filings
Insperity Retirement Services summary
Insperity Retirement Services appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $11.9B in assets for 256,275 participants. The median client plan holds $10.4M. Most client plans are sponsored in CA, TX and MA. The largest clients by plan assets are Insperity Holdings, Inc. and FMC Practice Services, LLC. Plans reported $8.5M in direct and indirect compensation paid to Insperity Retirement Services. The median is $3K per plan.
- Participants
- 256,275
- Median plan assets
- $10.4M
- Median plan participants
- 164
- Median fees per plan
- $3K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Insperity Holdings, Inc., plan 001 | TX | $10.9B | 246,088 |
| Insperity Holdings, Inc., plan 004 | TX | $744M | 5,798 |
| FMC Practice Services, LLC | MA | $58.1M | 448 |
| Kompass Kapital Management LLC | KS | $21.8M | 365 |
| Uniphar USA Inc. | MS | $21.7M | 243 |
| Atrium Insight Inc. | CA | $14.2M | 157 |
| Dalkia Energy Solutions, LLC | MA | $13.9M | 300 |
| Pacific Cardiovascular Associates Medical Group, Inc. | CA | $13.7M | 190 |
| Esjoule, LLC | CA | $12.6M | 130 |
| Ids International Group LLC | VA | $11.7M | 594 |
| Sherwood Design Engineers, Ltd | CA | $10.9M | 170 |
| Tunein, Inc. | CA | $10.5M | 227 |
| Nicholas Bagshaw Company | CA | $10.4M | 116 |
| Griffin Dewatering, LLC | TX | $9.7M | 175 |
| Promex Industries, Inc. | CA | $9.6M | 136 |
| Beacon Therapeutics (USA), Inc. | MA | $9.4M | 114 |
| R Bank Texas | TX | $8.3M | 172 |
| California Regional Multiple Listing Services, Inc. | CA | $7.5M | 135 |
| Sumo Group, Inc. | TX | $6.8M | 156 |
| Phoenix Energy One, LLC | CA | $3.7M | 219 |
| Ispace Technologies U.S., Inc. | CO | $3.3M | 129 |
| Ra CCS, LLC | TX | $1.4M | 158 |
| National Grid Renewables Development, LLC | MN | $1K | 55 |
| Rxvantage, Inc. | RI | $17 | 0 |
| Winn-Marion Barber, LLC | CO | $0 | 0 |
- TXParticipants 246,088
- TXParticipants 5,798
- MAParticipants 448
- KSParticipants 365
- Uniphar USA Inc.$21.7MMSParticipants 243
- Atrium Insight Inc.$14.2MCAParticipants 157
- MAParticipants 300
- CAParticipants 190
- Esjoule, LLC$12.6MCAParticipants 130
- VAParticipants 594
- CAParticipants 170
- Tunein, Inc.$10.5MCAParticipants 227
- Nicholas Bagshaw Company$10.4MCAParticipants 116
- TXParticipants 175
- CAParticipants 136
- MAParticipants 114
- R Bank Texas$8.3MTXParticipants 172
- CAParticipants 135
- Sumo Group, Inc.$6.8MTXParticipants 156
- CAParticipants 219
- COParticipants 129
- Ra CCS, LLC$1.4MTXParticipants 158
- MNParticipants 55
- RIParticipants 0
- COParticipants 0
Top client states
- CA9 plans
- TX6 plans
- MA3 plans
- CO2 plans
- IN1 plan
Frequently asked questions
- Who uses Insperity Retirement Services?
- 26 retirement plans list Insperity Retirement Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Insperity Holdings, Inc., FMC Practice Services, LLC, Kompass Kapital Management LLC and Uniphar USA Inc.. Most client plans are sponsored in CA, TX and MA.
- How many plans does Insperity Retirement Services serve?
- Insperity Retirement Services serves 26 retirement plans with $11.9B in plan assets and 256,275 participants, based on the latest Form 5500 filings through 2024.
- What does Insperity Retirement Services charge?
- Plans reported $8.5M in total Schedule C compensation paid to Insperity Retirement Services. The median plan paid $3K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Insperity Retirement Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 5 |
| Fidelity (FMR) | 4 |
| T. Rowe Price | 3 |
| Dodge & Cox | 3 |
| PIMCO (Allianz) | 3 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.