401(k) · DOL Form 5500 · 2022

James L. Miniter Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
111
Participants Small participant base
47th
Percentile by assets National rank
$38,829
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: James L. Miniter Insurance Agency, Inc. 401(k) Plan · Sponsored by James L. Miniter Insurance Agency, Inc. · Massachusetts · Finance & Insurance

$4M in assets, 111 participants

James L. Miniter Insurance Agency, Inc.'s James L. Miniter Insurance Agency, Inc. 401(k) Plan reported $4M in total assets and 111 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.

  • #3,041 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

James L. Miniter Insurance Agency, Inc. 401(k) Plan covers 111 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#3,041
in Finance & Insurance (9,261 peers)
-23.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James L. Miniter Insurance Agency, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

James L. Miniter Insurance Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$4,310,038 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

James L. Miniter Insurance Agency, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James L. Miniter Insurance Agency, Inc. 401(k) Plan sits mid-pack in the medium band (111 participants).

Published 5500 schedule card

Filing strip 043028799 · James L. Miniter Insurance Agency, Inc. PY 2022 · 401(k)

James L. Miniter Insurance Agency, Inc. 401(k) Plan · $4M · 111 · 47th

  • BOY $4M
  • SCH 111
  • EBSA 47th
  • PART 401(k)
  • TYPE near Bay Area Restaurant Management, Inc. 401(k) Plan
  • NET ind #3041

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 Massachusetts →

James L. Miniter Insurance Agency, Inc. 401(k) Plan in the asset neighbourhood

James L. Miniter Insurance Agency, Inc. 401(k) PlanJames L. Miniter Insurance A…$4MBay Area Restaurant Management, Inc. 401(k) PlanBay Area Restaurant Manageme…$4MGreigh I. Hirata, M.D., Inc. 401(k) Retirement Savings PlanGreigh I. Hirata, M.D., Inc.…$4MOld 401(k) Plan$4MGenesis Health Care, Inc. 401(k) PlanGenesis Health Care, Inc. 40…$4M
End-of-year total assets ($M) among James L. Miniter Insurance Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN043028799
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

James L. Miniter Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants James L. Miniter Insurance Agency, Inc. 401(k) Plan, Total assets ($B): 0.004310038 · Participants: 111James L. Miniter Insurance Agency, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
James L. Miniter Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare James L. Miniter Insurance Agency, Inc. 401(k) Plan side-by-side with 3 peers →

James L. Miniter Insurance Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bay Area Restaurant Management, Inc. 401(k) Plan in CA ($4M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 James L. Miniter Insurance Agency, Inc. 401(k) Plan assets move in 2022? ▼
James L. Miniter Insurance Agency, Inc. 401(k) Plan declined sharply - down 23.1% during 2022, from $6M to $4M. Reported net income was -$1M.
Which 401(k) plans are similar in size to James L. Miniter Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bay Area Restaurant Management, Inc. 401(k) Plan in CA ($4M, 878 participants).
Which 401(k) plans cover a similar participant headcount to James L. Miniter Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 043028799.

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.