401(k) · DOL Form 5500 · 2022

Lowry Insurance Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$7K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$2,188
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan · Sponsored by Lowry Insurance Partners, Inc. · Texas · Finance & Insurance

$7K in assets, 3 participants

Lowry Insurance Partners, Inc.'s Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan reported $7K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

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

Lowry Insurance Partners, Inc. multi-year trail

Lowry Insurance Partners, Inc.'s plans moved +165.8% in assets from 2022 to 2024; this filing shows Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan at $7K / 3 participants.

#64
in Finance & Insurance (9,261 peers)
+108.2%
assets growth YoY

Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,563 1st percentile higher than 1% 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

Lowry Insurance Partners, 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. Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 815173572 · Lowry Insurance Partners, Inc. PY 2022 · 401(k)

Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan · $7K · 3 · 1st

  • 5500 $7K
  • ASSETS 3
  • PCT 1st
  • EIN 401(k)
  • RANK near Weeki Wachee Candy Company 401(k) Trust
  • PHOTO ind #64

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 Texas →

Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lowry Insurance Partners, Inc. 401(k) Profit Sharing PlanLowry Insurance Partners, In…$7KWeeki Wachee Candy Company 401(k) TrustWeeki Wachee Candy Company 4…$7KCgmr Retirement Plan$7KC & G Landscaping Tree Service, Inc.C & G Landscaping Tree Servi…$7KAbco Services Retirement Plan$6K
End-of-year total assets ($M) among Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lowry Insurance Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lowry Insurance Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17K 165.7778454974859% vs 2022
2024 filing year
$0.01M$0.01M$0.02M$0.02M$0.03M 202220232024 $0.01M $0.02M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 3 $7K
2023 1 2 $24K
2024 1 2 $17K

Lowry Insurance Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3K
Net Assets (End of Year)$7K
Net Income$3K
Employer EIN815173572
Plan Effective Date2017-01-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000006563 · Participants: 3Lowry Insurance Partners, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Weeki Wachee Candy Company 401(k) Trust in FL ($7K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan surged - up 108.2% during 2022, from $3K to $7K. Reported net income was $3K.
How have Lowry Insurance Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowry Insurance Partners, Inc.'s sponsor-wide assets grew 165.8%, from $7K to $17K.
Where does Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weeki Wachee Candy Company 401(k) Trust in FL ($7K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lowry Insurance Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 815173572.

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.