401(k) · DOL Form 5500 · 2022

Bryan Sheffield 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$310,879
Avg per participant High balance/head
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Official DOL plan name: Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan · Sponsored by Bryan Sheffield · Alabama · Finance & Insurance

$2M in assets, 5 participants

Bryan Sheffield's Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,881 in Finance & Insurance (9,261 peers)

Bryan Sheffield multi-year trail

Bryan Sheffield's plans moved +28.3% in assets from 2022 to 2024; this filing shows Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan at $2M / 5 participants.

#1,881
in Finance & Insurance (9,261 peers)
+61.1%
assets growth YoY

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,554,394 30th percentile higher than 30% 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

Sheffield Insurance Agency Inc 401(k) 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. Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 273960043 · Bryan Sheffield PY 2022 · 401(k)

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan · $2M · 5 · 30th

  • PHOTO $2M
  • IND 5
  • EOY 30th
  • 5500 401(k)
  • ASSETS near Rom Technologies, Inc. Retirement Plan
  • PCT ind #1881

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 Alabama →

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Sheffield Insurance Agency Inc 401(k) Profit Sharing PlanSheffield Insurance Agency I…$2MRom Technologies, Inc. Retirement PlanRom Technologies, Inc. Retir…$2MAnokion US Inc 401(k) Profit Sharing Plan and TrustAnokion US Inc 401(k) Profit…$2MThe Companies 401(k) Plan$2MGreen Leaf Payroll & Business Solutions, Inc. Multiple Employer Plan No. 2Green Leaf Payroll & Busines…$2M
End-of-year total assets ($M) among Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bryan Sheffield multi-year asset trail

Sponsor-wide plan assets over time

All Bryan Sheffield plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.304020730908636% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.55M $1.99M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $2M

Bryan Sheffield filing trail (2022)

Total Assets (Beginning of Year)$965K
Net Assets (End of Year)$2M
Net Income$589K
Employer EIN273960043
Plan Effective Date2010-11-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.001554394 · Participants: 5Sheffield Insurance Agency Inc 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Rom Technologies, Inc. Retirement Plan in CT ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan surged - up 61.1% during 2022, from $965K to $2M. Reported net income was $589K.
How have Bryan Sheffield plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bryan Sheffield's sponsor-wide assets grew 28.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rom Technologies, Inc. Retirement Plan in CT ($2M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 273960043.

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.