Profit Sharing · DOL Form 5500 · 2022

R. W. Aiken Insurance Agency, Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
47th
Percentile by assets National rank
$687,703
Avg per participant High balance/head
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Official DOL plan name: R W Aiken Insurance Agency, Inc. Profit Sharing Plan · Sponsored by R. W. Aiken Insurance Agency, Inc · Mississippi · Finance & Insurance

$4M in assets, 6 participants

R. W. Aiken Insurance Agency, Inc's R W Aiken Insurance Agency, Inc. Profit Sharing Plan reported $4M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,980 in Finance & Insurance (9,261 peers)

R. W. Aiken Insurance Agency, Inc multi-year trail

R. W. Aiken Insurance Agency, Inc's plans moved +44.5% in assets from 2022 to 2024; this filing shows R W Aiken Insurance Agency, Inc. Profit Sharing Plan at $4M / 6 participants.

#2,980
in Finance & Insurance (9,261 peers)
-11.4%
assets change YoY

The plan reported a net loss of $530K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R W Aiken Insurance Agency, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

R W Aiken Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,126,220 47th percentile higher than 47% 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

R W Aiken Insurance Agency, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R W Aiken Insurance Agency, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 640299595 · R. W. Aiken Insurance Agency, Inc PY 2022 · Profit Sharing

R W Aiken Insurance Agency, Inc. Profit Sharing Plan · $4M · 6 · 47th

  • BOY $4M
  • BOY 6
  • BOY 47th
  • BOY Profit Sharing
  • BOY near United Security, Inc. Retirement Plan
  • BOY ind #2980

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 Mississippi →

R W Aiken Insurance Agency, Inc. Profit Sharing Plan in the asset neighbourhood

R W Aiken Insurance Agency, Inc. Profit Sharing PlanR W Aiken Insurance Agency, …$4MSouthern Agcom, Inc. Profit Sharing PlanSouthern Agcom, Inc. Profit …$4MRigby Electric Supply, Inc. Retirement PlanRigby Electric Supply, Inc. …$4MUnited Security, Inc. Retirement PlanUnited Security, Inc. Retire…$4MBreckinridge Health, Inc, 403(b) PlanBreckinridge Health, Inc, 40…$4M
End-of-year total assets ($M) among R W Aiken Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

R. W. Aiken Insurance Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All R. W. Aiken Insurance Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.45456131762243% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.13M $5.96M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $5M
2024 1 7 $6M

R. W. Aiken Insurance Agency, Inc filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$530K
Employer EIN640299595
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

R W Aiken Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants R W Aiken Insurance Agency, Inc. Profit Sharing Plan, Total assets ($M): 4.12622 · Participants: 6R W Aiken Insurance Agency, Inc. Profit Sharing PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 288.117615 · Participants: 7173North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 29.100194 · Participants: 1475Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 23.494803 · Participants: 355Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 19.754856 · Participants: 879Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 13.573326 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
R W Aiken Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare R W Aiken Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

R W Aiken Insurance Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is United Security, Inc. Retirement Plan in NJ ($4M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 R W Aiken Insurance Agency, Inc. Profit Sharing Plan assets move in 2022? ▼
R W Aiken Insurance Agency, Inc. Profit Sharing Plan pulled back noticeably - down 11.4% during 2022, from $5M to $4M. Reported net income was -$530K.
How have R. W. Aiken Insurance Agency, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. W. Aiken Insurance Agency, Inc's sponsor-wide assets grew 44.5%, from $4M to $6M.
Which Profit Sharing plans are similar in size to R W Aiken Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is United Security, Inc. Retirement Plan in NJ ($4M, 388 participants).
Which Profit Sharing plans cover a similar participant headcount to R W Aiken Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 640299595.

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.