401(k) · DOL Form 5500 · 2022
Independent Insurance Agents and Brokers of Ca 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $510,824
- Avg per participant High balance/head
Official DOL plan name: Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust · Sponsored by Independent Insurance Agents and Brokers of Ca · California · Other Services
$5M in assets, 9 participants
Independent Insurance Agents and Brokers of Ca's Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #5,716 in Other Services (8,398 peers)
Independent Insurance Agents and Brokers of Ca multi-year trail
Independent Insurance Agents and Brokers of Ca's plans moved -13.8% in assets from 2022 to 2024; this filing shows Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust at $5M / 9 participants.
- #5,716
- in Other Services (8,398 peers)
- -40.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers
Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,597,420 49th percentile higher than 49% 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
Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and 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. Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 943215814 · Independent Insurance Agents and Brokers of Ca PY 2022 · 401(k)
Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust · $5M · 9 · 49th
- BOOK $5M
- BOOK 9
- BOOK 49th
- BOOK 401(k)
- BOOK near Edd Helms Group, Inc. 401(k) Plan
- BOOK ind #5716
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 Other Services retirement plans → · Plans in California →
Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Independent Insurance Agents and Brokers of Ca multi-year asset trail
Sponsor-wide plan assets over time
All Independent Insurance Agents and Brokers of Ca plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 13.771593632950655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $5M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 9 | $4M |
Independent Insurance Agents and Brokers of Ca filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$3M |
| Employer EIN | 943215814 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Edd Helms Group, Inc. 401(k) Plan in FL ($5M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.