401(k) · DOL Form 5500 · 2022

Al Boenker Insurance Agency, Inc 401(k) Plan

Q: Which 401(k) plans are similar in size to Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Integral Manufacturing 401(k) Plan in OH ($3M, 90 participants).

Q: Which 401(k) plans cover a similar participant headcount to Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants, $3M in assets).

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 74
Participants Small participant base: 38th
Percentile by assets National rank: $35,019
Avg per participant Low balance/head

PlainRetire home → About this data

Official DOL plan name: Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan · Sponsored by Al Boenker Insurance Agency, Inc · Texas · Finance & Insurance

$3M in assets, 74 participants

Al Boenker Insurance Agency, Inc's Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan reported $3M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

#2,363 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan holds $3M for 74 participants - about $35,019 per participant, in the lower half of filed plans by assets.

#2,363
in Finance & Insurance (9,261 peers): -7.7%
assets change YoY

The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan vs every filed plan by assets

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

$2,591,382 38th percentile higher than 38% 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

Al Boenker Insurance Agency, Inc Retirement Savings 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. Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

DOL schedule card

Filing strip 751941662 · Al Boenker Insurance Agency, Inc PY 2022 · 401(k)

Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan · $3M · 74 · 38th

VS-ST $3M
VS-ST 74
VS-ST 38th
VS-ST 401(k)
VS-ST near Integral Manufacturing 401(k) Plan
VS-ST ind #2363

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 →

End-of-year total assets ($M) among Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$216K
Employer EIN	751941662
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $37.6B · 144,503
Exxonmobil Savings Plan $21.3B · 23,619
Caterpillar 401(k) Savings Plan $13.8B · 38,538
American Airlines, Inc. 401(k) Plan $12.8B · 85,577
Dell Inc. 401(k) Plan $12.0B · 47,532

Compare Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan side-by-side with 3 peers →

Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Integral Manufacturing 401(k) Plan in OH ($3M); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Integral Manufacturing 401(k) Plan (OH) $3M · 90
Truck ' N Travel 401(k) Plan (OR) $3M · 69
C & B Piping, Inc. 401(k) Plan (AL) $3M · 164
Egan 401(k) Plan (LA) $3M · 136

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

Perkins Motor Plex LLC Safe Harbor 401(k) Plan (KY) 74 · 0 off
Paul J. Ford Employee Stock Ownership Plan (OH) 74 · 0 off
Institute of Reading Development, Inc. 401(k) Profit Sharing Plan (CA) 74 · 0 off
Philippians Management Company 401(k) Plan (FL) 74 · 0 off

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 Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan assets move in 2022? ▼

Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan pulled back noticeably - down 7.7% during 2022, from $3M to $3M. Reported net income was -$216K.

Which 401(k) plans are similar in size to Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Integral Manufacturing 401(k) Plan in OH ($3M, 90 participants).

Which 401(k) plans cover a similar participant headcount to Al Boenker Insurance Agency, Inc Retirement Savings 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants, $3M 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 751941662.