401(k) · DOL Form 5500 · 2022

Higgins & Rutledge Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
42nd
Percentile by assets National rank
$132,836
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan · Sponsored by Higgins & Rutledge Insurance, Inc. · Idaho · Finance & Insurance

$3M in assets, 25 participants

Higgins & Rutledge Insurance, Inc.'s Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan reported $3M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,662 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan holds $3M for 25 participants - about $132,836 per participant, in the lower half of filed plans by assets.

#2,662
in Finance & Insurance (9,261 peers)
-1.3%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,320,889 42nd percentile higher than 42% of 139,123 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 2022

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 820303178 · Higgins & Rutledge Insurance, Inc. PY 2022 · 401(k)

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan · $3M · 25 · 42nd

  • BOY $3M
  • SCH 25
  • EBSA 42nd
  • PART 401(k)
  • TYPE near Blueprint Education Subsidiary Holdings LLC 401(k) Plan
  • NET ind #2662

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 Idaho →

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) PlanHiggins & Rutledge Insurance…$3MBlueprint Education Subsidiary Holdings LLC 401(k) PlanBlueprint Education Subsidia…$3MCarisk Partners, Inc. 401(k) PlanCarisk Partners, Inc. 401(k)…$3MAttainx, Inc. 401(k) Plan$3MWayne's Electric 401(k) Plan$3M
End-of-year total assets ($M) among Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$43K
Employer EIN820303178
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -50000500010000 -10123 Total assets ($B) Participants Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.003320889 · Participants: 25Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 2.812369388 · Participants: 9161Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 1.939840919 · Participants: 5961Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.118817578 · Participants: 7817Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.693699505 · Participants: 2009Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.536496114 · Participants: 3405Boise Cascade Company Savings Plan
Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants

Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Blueprint Education Subsidiary Holdings LLC 401(k) Plan in CA ($3M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan assets move in 2022?
Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan edged down modestly - down 1.3% during 2022, from $3M to $3M. Reported net income was -$43K.
Which 401(k) plans are similar in size to Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Blueprint Education Subsidiary Holdings LLC 401(k) Plan in CA ($3M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Higgins & Rutledge Insurance, Inc. Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M in assets).