401(k) · DOL Form 5500 · 2022

Robert Stenquist Ins Agency Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$442,069
Avg per participant High balance/head
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Official DOL plan name: Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement · Sponsored by Robert Stenquist Ins Agency Inc · Arizona · Finance & Insurance

$1M in assets, 3 participants

Robert Stenquist Ins Agency Inc's Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,749 in Finance & Insurance (9,261 peers)

Robert Stenquist Ins Agency Inc multi-year trail

Robert Stenquist Ins Agency Inc's plans moved +25.2% in assets from 2022 to 2024; this filing shows Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement at $1M / 3 participants.

#1,749
in Finance & Insurance (9,261 peers)
+9.7%
assets growth YoY

Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement among the smaller filed plans by assets

Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement vs every filed plan by assets

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

$1,326,208 28th percentile higher than 28% 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

Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 860810981 · Robert Stenquist Ins Agency Inc PY 2022 · 401(k)

Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement · $1M · 3 · 28th

  • BOOK $1M
  • VS-ST 3
  • BOY 28th
  • SCH 401(k)
  • EBSA near Christian Children's Home of Ohio 401(k) Plan
  • PART ind #1749

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 Arizona →

Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement in the asset neighbourhood

Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust AgreementRobert Stenquist Ins Agency …$1MChristian Children's Home of Ohio 401(k) PlanChristian Children's Home of…$1MAag in Home Care Inc. Retirement PlanAag in Home Care Inc. Retire…$1MThe One Group LLC 401(k) Profit Sharing Plan & TrustThe One Group LLC 401(k) Pro…$1MGraham Automotive Supply Inc. 401(k) PlanGraham Automotive Supply Inc…$1M
End-of-year total assets ($M) among Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Robert Stenquist Ins Agency Inc multi-year asset trail

Sponsor-wide plan assets over time

All Robert Stenquist Ins Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.21979960911109% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.33M $1.66M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 5 $2M

Robert Stenquist Ins Agency Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$118K
Employer EIN860810981
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement, Total assets ($B): 0.001326208 · Participants: 3Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust AgreementBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants

Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Christian Children's Home of Ohio 401(k) Plan in OH ($1M); by covered participants it is Delta T Mgmt Retirement Plan in WI (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement assets move in 2022?
Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement grew at a solid clip - up 9.7% during 2022, from $1M to $1M. Reported net income was $118K.
How have Robert Stenquist Ins Agency Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Robert Stenquist Ins Agency Inc's sponsor-wide assets grew 25.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement?
Among 401(k) plans in other states, the closest by assets is Christian Children's Home of Ohio 401(k) Plan in OH ($1M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement?
Among 401(k) plans in other states, the closest by covered participants is Delta T Mgmt Retirement Plan in WI (3 participants, $3M in assets).