401(k) · DOL Form 5500 · 2022
Starkweather & Shepley Insurance Brokerage, Inc. 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 282
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $221,707
- Avg per participant Above avg balance/head
Official DOL plan name: Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan · Sponsored by Starkweather & Shepley Insurance Brokerage, Inc. · Rhode Island · Finance & Insurance
$63M in assets, 282 participants
Starkweather & Shepley Insurance Brokerage, Inc.'s Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan reported $63M in total assets and 282 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,732 in Finance & Insurance (9,261 peers)
Coverage in Rhode Island
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan covers 282 participants in Rhode Island, about 19% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $63M.
- #7,732
- in Finance & Insurance (9,261 peers)
- -12.9%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan's outsized position by total assets
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$62,521,477 Top 10% higher than 90% 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
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan sits mid-pack in the medium band (282 participants).
DOL schedule card
Filing strip 050222530 · Starkweather & Shepley Insurance Brokerage, Inc. PY 2022 · 401(k)
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan · $63M · 282 · 90th
- RANK $63M
- PHOTO 282
- IND 90th
- EOY 401(k)
- 5500 near Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan
- ASSETS ind #7732
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 Rhode Island →
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$9M |
| Employer EIN | 050222530 |
| Plan Effective Date | 1952-09-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Starkweather & Shepley Insurance Brokerage, Inc.)
Sponsor-wide plan assets over time
All Starkweather & Shepley Insurance Brokerage, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 35.60425803760202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 282 | $63M |
| 2023 | 1 | 310 | $76M |
| 2024 | 1 | 314 | $85M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $24.2B · 273,274
- Textron Savings Plan $5.0B · 25,353
- Cfg Retirement Savings Plan $2.5B · 17,454
- Unfi 401(k) Plan $2.5B · 24,670
- Fm Global 401(k) Savings Plan $1.4B · 3,865
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan in OH ($63M); by covered participants it is Magic Memories Employee Retirement Plan in CO (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 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.