401(k) · DOL Form 5500 · 2022

Irving Insurance Agency Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
37th
Percentile by assets National rank
$218,670
Avg per participant Above avg balance/head
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Official DOL plan name: Irving Agency, Inc. 401(k) Plan · Sponsored by Irving Insurance Agency Inc. · Michigan · Finance & Insurance

$2M in assets, 11 participants

Irving Insurance Agency Inc.'s Irving Agency, Inc. 401(k) Plan reported $2M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,301 in Finance & Insurance (9,261 peers)

Irving Insurance Agency Inc. multi-year trail

Irving Insurance Agency Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows Irving Agency, Inc. 401(k) Plan at $2M / 11 participants.

#2,301
in Finance & Insurance (9,261 peers)
-0.7%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Irving Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$2,405,374 37th percentile higher than 37% 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

Irving Agency, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Irving Agency, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 382278471 · Irving Insurance Agency Inc. PY 2022 · 401(k)

Irving Agency, Inc. 401(k) Plan · $2M · 11 · 37th

  • SCH $2M
  • EBSA 11
  • PART 37th
  • TYPE 401(k)
  • NET near Greater Medford Visiting Nurse Association 401(k) Plan
  • BOOK ind #2301

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 Michigan →

Irving Agency, Inc. 401(k) Plan in the asset neighbourhood

Irving Agency, Inc. 401(k) PlanIrving Agency, Inc. 401(k) P…$2MGreater Medford Visiting Nurse Association 401(k) PlanGreater Medford Visiting Nur…$2MInland Engineering Services, Inc. 401(k) Plan and TrustInland Engineering Services,…$2MLocal Waste Services 401(k) PlanLocal Waste Services 401(k) …$2M401 (K) Profit Sharing Plan for Employees of Caresouth401 (K) Profit Sharing Plan …$2M
End-of-year total assets ($M) among Irving Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Irving Insurance Agency Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Irving Insurance Agency Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.182980276663834% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.41M $3.28M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 10 $3M
2024 1 11 $3M

Irving Insurance Agency Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$17K
Employer EIN382278471
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Irving Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Irving Agency, Inc. 401(k) Plan, Total assets ($B): 0.002405374 · Participants: 11Irving Agency, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Irving Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest 401(k) by assets is Greater Medford Visiting Nurse Association 401(k) Plan in MA ($2M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Irving Agency, Inc. 401(k) Plan assets move in 2022?
Irving Agency, Inc. 401(k) Plan held essentially flat - down 0.7% during 2022, from $2M to $2M. Reported net income was -$17K.
How have Irving Insurance Agency Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Irving Insurance Agency Inc.'s sponsor-wide assets grew 36.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Irving Agency, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Greater Medford Visiting Nurse Association 401(k) Plan in MA ($2M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Irving Agency, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).