JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
JAMES L. MINITER INSURANCE AGENCY, INC.
This 401(k) plan holds $4M in total assets and serves 111 participants as of 2022. It is sponsored by JAMES L. MINITER INSURANCE AGENCY, INC. in Massachusetts. The plan reported a net loss of $1M for the year.
What the Filing Says About JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN
JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by JAMES L. MINITER INSURANCE AGENCY, INC., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 111 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 043028799, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $6M at the beginning of 2022 to $4M at year-end — a decline of 23.1%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-1,294,379 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $6M |
| Total Assets (End of Year) | $4M |
| Net Assets (End of Year) | $4M |
| Net Income | $-1,294,379 |
| Plan Type | 401(k) |
| Employer EIN | 043028799 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- FIDELITY RETIREMENT SAVINGS PLAN $28.6B · 62,289
- CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS $14.9B · 74,212
- LIBERTY MUTUAL 401(K) PLAN $10.6B · 37,052
- MASSACHUSETTS INSTITUTE OF TECHNOLOGY SUPPLEMENTAL 401(K) PLAN $6.8B · 14,094
- BOSTON SCIENTIFIC CORPORATION 401(K) RETIREMENT SAVINGS PLAN $5.8B · 19,881
Related Data
Guides
Frequently Asked Questions
How much money is in the JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN? ▼
What type of plan is JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN? ▼
Who sponsors the JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN? ▼
How did JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN perform in 2022? ▼
Where can I find official filings for JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN? ▼
How does JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN compare to other plans? ▼
Explore PlainRetire
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 043028799.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.