401(k) · DOL Form 5500 · 2022

Ted Todd Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$996K
Total assets Small plan by assets
84
Participants Small participant base
25th
Percentile by assets National rank
$11,862
Avg per participant Low balance/head
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Official DOL plan name: Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust · Sponsored by Ted Todd Insurance Agency, Inc. · Florida · Finance & Insurance

$996K in assets, 84 participants

Ted Todd Insurance Agency, Inc.'s Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust reported $996K in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,520 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust holds $996K for 84 participants - about $11,862 per participant, in the lower half of filed plans by assets.

#1,520
in Finance & Insurance (9,261 peers)
+2.6%
assets growth YoY

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$996,389 25th percentile higher than 25% 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

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust is a small filing (84 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 650537928 · Ted Todd Insurance Agency, Inc. PY 2022 · 401(k)

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust · $996K · 84 · 25th

  • NET $996K
  • NET 84
  • NET 25th
  • NET 401(k)
  • NET near Skyline Chili 401(k) Profit Sharing Plan
  • NET ind #1520

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 Florida →

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and TrustTed Todd Insurance Agency, I…$996KSkyline Chili 401(k) Profit Sharing PlanSkyline Chili 401(k) Profit …$996KAsap Health Solutions, Inc. 401(k) PlanAsap Health Solutions, Inc. …$996KJoseph Patrick Seay, Dds, PLLC 401(k) Profit Sharing PlanJoseph Patrick Seay, Dds, PL…$997KMarvel Hr Pooled Employer PlanMarvel Hr Pooled Employer Pl…$996K
End-of-year total assets ($M) among Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$971K
Net Assets (End of Year)$996K
Net Income$25K
Employer EIN650537928
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ted Todd Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Ted Todd Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.770303566177467% vs 2022
2023 filing year
$0.99M$1M$1.01M$1.02M$1.03M 20222023 $1M $1.02M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 84 $996K
2023 1 42 $1M

Nearby 401(k) Plans in Florida

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

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000996389 · Participants: 84Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Skyline Chili 401(k) Profit Sharing Plan in OH ($996K); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust edged up modestly - up 2.6% during 2022, from $971K to $996K. Reported net income was $25K.
How have Ted Todd Insurance Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ted Todd Insurance Agency, Inc.'s sponsor-wide assets grew 2.8%, from $996K to $1M.
Where does Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Skyline Chili 401(k) Profit Sharing Plan in OH ($996K, 99 participants).
Which 401(k) plans cover a similar participant headcount to Ted Todd Insurance Agency, Inc.401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 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 650537928.

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.