401(k) · DOL Form 5500 · 2022

Rod C. Chew Insurance Agency, Inc 401(k) Plan

Data updated 2026-08-25

$633K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$90,386
Avg per participant Below avg balance/head
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Official DOL plan name: Rod C. Chew Insurance Agency, Inc 401(k) Plan · Sponsored by Rod C. Chew Insurance Agency, Inc · Oklahoma · Finance & Insurance

$633K in assets, 7 participants

Rod C. Chew Insurance Agency, Inc's Rod C. Chew Insurance Agency, Inc 401(k) Plan reported $633K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,206 in Finance & Insurance (9,261 peers)

Rod C. Chew Insurance Agency, Inc multi-year trail

Rod C. Chew Insurance Agency, Inc's plans moved +37.6% in assets from 2022 to 2024; this filing shows Rod C. Chew Insurance Agency, Inc 401(k) Plan at $633K / 7 participants.

#1,206
in Finance & Insurance (9,261 peers)
+8.0%
assets growth YoY

Rod C. Chew Insurance Agency, Inc 401(k) Plan among the smaller filed plans by assets

Rod C. Chew Insurance Agency, Inc 401(k) Plan vs every filed plan by assets

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

$632,702 20th percentile higher than 20% 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

Rod C. Chew Insurance Agency, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rod C. Chew Insurance Agency, Inc 401(k) Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 743079500 · Rod C. Chew Insurance Agency, Inc PY 2022 · 401(k)

Rod C. Chew Insurance Agency, Inc 401(k) Plan · $633K · 7 · 20th

  • BOY $633K
  • SCH 7
  • EBSA 20th
  • PART 401(k)
  • TYPE near Mountain Mechanical Contractors, Inc. 401(k) Profit Sharing Plan
  • NET ind #1206

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 Oklahoma →

Rod C. Chew Insurance Agency, Inc 401(k) Plan in the asset neighbourhood

Rod C. Chew Insurance Agency, Inc 401(k) PlanRod C. Chew Insurance Agency…$633KMountain Mechanical Contractors, Inc. 401(k) Profit Sharing PlanMountain Mechanical Contract…$633KClearly the Best, Inc. 401(k) Profit Sharing PlanClearly the Best, Inc. 401(k…$633KRailwaypark, Inc. 401(k) Plan$633KCowboy State Bancorp 401(k) PlanCowboy State Bancorp 401(k) …$633K
End-of-year total assets ($M) among Rod C. Chew Insurance Agency, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rod C. Chew Insurance Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Rod C. Chew Insurance Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$870K 37.58404430521794% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.63M $0.87M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 7 $633K
2023 1 6 $793K
2024 1 6 $870K

Rod C. Chew Insurance Agency, Inc filing trail (2022)

Total Assets (Beginning of Year)$586K
Net Assets (End of Year)$633K
Net Income$47K
Employer EIN743079500
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Rod C. Chew Insurance Agency, Inc 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Rod C. Chew Insurance Agency, Inc 401(k) Plan, Total assets ($B): 0.000632702 · Participants: 7Rod C. Chew Insurance Agency, Inc 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Rod C. Chew Insurance Agency, Inc 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Rod C. Chew Insurance Agency, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mountain Mechanical Contractors, Inc. 401(k) Profit Sharing Plan in AR ($633K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Rod C. Chew Insurance Agency, Inc 401(k) Plan assets move in 2022?
Rod C. Chew Insurance Agency, Inc 401(k) Plan grew at a solid clip - up 8.0% during 2022, from $586K to $633K. Reported net income was $47K.
How have Rod C. Chew Insurance Agency, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Rod C. Chew Insurance Agency, Inc's sponsor-wide assets grew 37.6%, from $633K to $870K.
Where does Rod C. Chew Insurance Agency, Inc 401(k) Plan rank by assets among Form 5500 filers?
Rod C. Chew Insurance Agency, Inc 401(k) Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rod C. Chew Insurance Agency, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mountain Mechanical Contractors, Inc. 401(k) Profit Sharing Plan in AR ($633K, 46 participants).
Which 401(k) plans cover a similar participant headcount to Rod C. Chew Insurance Agency, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).