401(k) · DOL Form 5500 · 2022
Pence Family Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $899K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $179,790
- Avg per participant Above avg balance/head
Official DOL plan name: Pence Family Agency Retirement Plan · Sponsored by Pence Family Agency, Inc. · Georgia · Finance & Insurance
$899K in assets, 5 participants
Pence Family Agency, Inc.'s Pence Family Agency Retirement Plan reported $899K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #1,443 in Finance & Insurance (9,261 peers)
Pence Family Agency, Inc. multi-year trail
Pence Family Agency, Inc.'s plans moved +11.8% in assets from 2022 to 2024; this filing shows Pence Family Agency Retirement Plan at $899K / 5 participants.
- #1,443
- in Finance & Insurance (9,261 peers)
- +24.6%
- assets growth YoY
Pence Family Agency Retirement Plan among the smaller filed plans by assets
Pence Family Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$898,948 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pence Family Agency Retirement 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. Pence Family Agency Retirement Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 472184850 · Pence Family Agency, Inc. PY 2022 · 401(k)
Pence Family Agency Retirement Plan · $899K · 5 · 24th
- IND $899K
- IND 5
- IND 24th
- IND 401(k)
- IND near Pletcher Sales, Inc. 401(k) Plan
- IND ind #1443
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 Georgia →
Pence Family Agency Retirement Plan in the asset neighbourhood
Pence Family Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Pence Family Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 11.771537397046325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $899K |
| 2023 | 1 | 15 | $902K |
| 2024 | 1 | 23 | $1M |
Pence Family Agency, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $722K |
|---|---|
| Net Assets (End of Year) | $899K |
| Net Income | $177K |
| Employer EIN | 472184850 |
| Plan Effective Date | 2014-10-28 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Pence Family Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Pletcher Sales, Inc. 401(k) Plan in IN ($899K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($899K here).
- Pletcher Sales, Inc. 401(k) Plan (IN) $899K · 125
- Arqai, LLC 401(k) Plan (FL) $899K · 159
- Jay Grandfield 401(k) Plan (OH) $899K · 1
- K&k Thermoforming LLC Profit Sharing/401(k) Plan (MA) $899K · 27
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 5 · 0 off
- Swanstadt Inc. 401(k) Plan (TX) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Stone, Parker & Assimack, Cpa, PA 401(k) Plan (FL) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.