401(k) · DOL Form 5500 · 2022

Terri Yurek Insurance Inc 401(k) Plan

Data updated 2026-08-25

$231K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$57,773
Avg per participant Low balance/head
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Official DOL plan name: Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Terri Yurek Insurance Inc · California · Finance & Insurance

$231K in assets, 4 participants

Terri Yurek Insurance Inc's Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust reported $231K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

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

Terri Yurek Insurance Inc multi-year trail

Terri Yurek Insurance Inc's plans moved +18.4% in assets from 2022 to 2024; this filing shows Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust at $231K / 4 participants.

#669
in Finance & Insurance (9,261 peers)
-8.3%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$231,093 12th percentile higher than 12% 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

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 461868193 · Terri Yurek Insurance Inc PY 2022 · 401(k)

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust · $231K · 4 · 12th

  • NET $231K
  • NET 4
  • NET 12th
  • NET 401(k)
  • NET near The Asset Consulting Group, Inc. 401(k) Plan
  • NET ind #669

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 California →

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & TrustTerri Yurek Insurance Inc 40…$231KThe Asset Consulting Group, Inc. 401(k) PlanThe Asset Consulting Group, …$231KKsm Management Corp 401(k) PlanKsm Management Corp 401(k) P…$231KTransatlantic Translation CompTransatlantic Translation Co…$231KForgemaster Furnace & Equipment Co. 401(k) PlanForgemaster Furnace & Equipm…$231K
End-of-year total assets ($M) among Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Terri Yurek Insurance Inc multi-year asset trail

Sponsor-wide plan assets over time

All Terri Yurek Insurance Inc plans reported in each filing year

Latest sponsor-wide plan assets
$274K 18.43543508457634% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M 202220232024 $0.23M $0.27M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 4 $231K
2023 1 3 $232K
2024 1 1 $274K

Terri Yurek Insurance Inc filing trail (2022)

Total Assets (Beginning of Year)$252K
Net Assets (End of Year)$231K
Net Income-$21K
Employer EIN461868193
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000231093 · Participants: 4Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Asset Consulting Group, Inc. 401(k) Plan in ID ($231K); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.3% during 2022, from $252K to $231K. Reported net income was -$21K.
How have Terri Yurek Insurance Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terri Yurek Insurance Inc's sponsor-wide assets grew 18.4%, from $231K to $274K.
Where does Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust ranks in the 12th 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 Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Asset Consulting Group, Inc. 401(k) Plan in ID ($231K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461868193.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.