401(k) · DOL Form 5500 · 2022
Herbert Insurance Agency LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $518,703
- Avg per participant High balance/head
Official DOL plan name: Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Herbert Insurance Agency LLC · Texas · Administrative & Support Services
$2M in assets, 3 participants
Herbert Insurance Agency LLC's Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #2,633 in Administrative & Support Services (4,927 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust ranks #2,633 of 4,927 2022 filers by assets (1854% of the sector average)-$2M for 3 participants.
- #2,633
- in Administrative & Support Services (4,927 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,556,109 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Herbert Insurance Agency LLC 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. Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 854222963 · Herbert Insurance Agency LLC PY 2022 · 401(k)
Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust · $2M · 3 · 30th
- IND $2M
- EOY 3
- 5500 30th
- ASSETS 401(k)
- PCT near Organic Remedies, Inc. 401(k) Plan
- EIN ind #2633
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 Administrative & Support Services retirement plans → · Plans in Texas →
Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$45K |
| Employer EIN | 854222963 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herbert Insurance Agency LLC)
Sponsor-wide plan assets over time
All Herbert Insurance Agency LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 42.388418806137615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Herbert Insurance Agency LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Organic Remedies, Inc. 401(k) Plan in PA ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.