401(k) · DOL Form 5500 · 2022

Thompson Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$460,266
Avg per participant High balance/head
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Official DOL plan name: Thompson Insurance Agency, Inc. Profit-Sharing Pla · Sponsored by Thompson Insurance Agency, Inc. · California · Finance & Insurance

$1M in assets, 3 participants

Thompson Insurance Agency, Inc.'s Thompson Insurance Agency, Inc. Profit-Sharing Pla reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,783 in Finance & Insurance (9,261 peers)

2022 asset change

Thompson Insurance Agency, Inc. Profit-Sharing Pla declined sharply 19.4% in 2022 ($2M → $1M) for 3 participants.

#1,783
in Finance & Insurance (9,261 peers)
-19.4%
assets change YoY

The plan reported a net loss of $331K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thompson Insurance Agency, Inc. Profit-Sharing Pla among the smaller filed plans by assets

Thompson Insurance Agency, Inc. Profit-Sharing Pla vs every filed plan by assets

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

$1,380,799 29th percentile higher than 29% 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

Thompson Insurance Agency, Inc. Profit-Sharing Pla among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thompson Insurance Agency, Inc. Profit-Sharing Pla is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 942147715 · Thompson Insurance Agency, Inc. PY 2022 · 401(k)

Thompson Insurance Agency, Inc. Profit-Sharing Pla · $1M · 3 · 29th

  • EBSA $1M
  • PART 3
  • TYPE 29th
  • NET 401(k)
  • BOOK near Adams Granite Company 401(k) Plan
  • VS-ST ind #1783

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 →

Thompson Insurance Agency, Inc. Profit-Sharing Pla in the asset neighbourhood

Thompson Insurance Agency, Inc. Profit-Sharing PlaThompson Insurance Agency, I…$1MAdams Granite Company 401(k) PlanAdams Granite Company 401(k)…$1MOperation One27, LLC Dba Lugbill Supply Center Employees Profit Sharing PlanOperation One27, LLC Dba Lug…$1MCorstone Enterprises, LLC Profit Sharing KeoghCorstone Enterprises, LLC Pr…$1MMicro Forms Inc 401(k) Profit Sharing Plan & TrustMicro Forms Inc 401(k) Profi…$1M
End-of-year total assets ($M) among Thompson Insurance Agency, Inc. Profit-Sharing Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Thompson Insurance Agency, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Thompson Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.089664027856337% vs 2022
2024 filing year
$1.25M$1.3M$1.35M$1.4M$1.45M 202220232024 $1.38M $1.27M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 2 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$331K
Employer EIN942147715
Plan Effective Date1971-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Thompson Insurance Agency, Inc. Profit-Sharing Pla vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Thompson Insurance Agency, Inc. Profit-Sharing Pla, Total assets ($B): 0.001380799 · Participants: 3Thompson Insurance Agency, Inc. Profit-Sharing PlaWells 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
Thompson Insurance Agency, Inc. Profit-Sharing Pla vs. nearby 401(k) plans in California, assets vs. participants
Compare Thompson Insurance Agency, Inc. Profit-Sharing Pla side-by-side with 3 peers →

Thompson Insurance Agency, Inc. Profit-Sharing Pla's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Adams Granite Company 401(k) Plan in VT ($1M); 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.

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 Thompson Insurance Agency, Inc. Profit-Sharing Pla assets move in 2022? ▼
Thompson Insurance Agency, Inc. Profit-Sharing Pla declined sharply - down 19.4% during 2022, from $2M to $1M. Reported net income was -$331K.
How have Thompson Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thompson Insurance Agency, Inc.'s sponsor-wide assets declined 8.1%, from $1M to $1M.
Which 401(k) plans are similar in size to Thompson Insurance Agency, Inc. Profit-Sharing Pla? ▼
Among 401(k) plans in other states, the closest by assets is Adams Granite Company 401(k) Plan in VT ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Thompson Insurance Agency, Inc. Profit-Sharing Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 942147715.

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.