401(k) · DOL Form 5500 · 2022

Isaac Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$138K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$34,517
Avg per participant Low balance/head
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Official DOL plan name: Isaac Insurance Agency, Inc. 401(k) Plan · Sponsored by Isaac Insurance Agency, Inc. · Texas · Finance & Insurance

$138K in assets, 4 participants

Isaac Insurance Agency, Inc.'s Isaac Insurance Agency, Inc. 401(k) Plan reported $138K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

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

Isaac Insurance Agency, Inc. multi-year trail

Isaac Insurance Agency, Inc.'s plans moved +49.3% in assets from 2022 to 2024; this filing shows Isaac Insurance Agency, Inc. 401(k) Plan at $138K / 4 participants.

#463
in Finance & Insurance (9,261 peers)
-19.8%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Isaac Insurance Agency, Inc. 401(k) Plan among the smaller filed plans by assets

Isaac Insurance Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$138,067 8th percentile higher than 8% 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

Isaac Insurance Agency, Inc. 401(k) 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. Isaac Insurance Agency, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 811206500 · Isaac Insurance Agency, Inc. PY 2022 · 401(k)

Isaac Insurance Agency, Inc. 401(k) Plan · $138K · 4 · 8th

  • EBSA $138K
  • EBSA 4
  • EBSA 8th
  • EBSA 401(k)
  • EBSA near Steven B. Gutsin, D.P.M. Retirement Plan
  • EBSA ind #463

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 →

Isaac Insurance Agency, Inc. 401(k) Plan in the asset neighbourhood

Isaac Insurance Agency, Inc. 401(k) PlanIsaac Insurance Agency, Inc.…$138KSteven B. Gutsin, D.P.M. Retirement PlanSteven B. Gutsin, D.P.M. Ret…$138KTime to Leave, Inc. 401(k) PlanTime to Leave, Inc. 401(k) P…$138KLancaster Bingo Company, Inc. Employee's Profit Sharing Plan and TrustLancaster Bingo Company, Inc…$138KParam Healthcare & It Services, Inc. 401(k)Param Healthcare & It Servic…$138K
End-of-year total assets ($M) among Isaac Insurance Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Isaac Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$206K 49.288388970572264% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.14M $0.21M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 4 $138K
2023 1 3 $160K
2024 1 4 $206K

Isaac Insurance Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$172K
Net Assets (End of Year)$138K
Net Income-$34K
Employer EIN811206500
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Isaac Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Isaac Insurance Agency, Inc. 401(k) Plan, Total assets ($B): 0.000138067 · Participants: 4Isaac Insurance Agency, Inc. 401(k) 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
Isaac Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Isaac Insurance Agency, Inc. 401(k) Plan side-by-side with 3 peers →

Isaac Insurance Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Steven B. Gutsin, D.P.M. Retirement Plan in NY ($138K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Isaac Insurance Agency, Inc. 401(k) Plan assets move in 2022? ▼
Isaac Insurance Agency, Inc. 401(k) Plan declined sharply - down 19.8% during 2022, from $172K to $138K. Reported net income was -$34K.
How have Isaac Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isaac Insurance Agency, Inc.'s sponsor-wide assets grew 49.3%, from $138K to $206K.
Where does Isaac Insurance Agency, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Isaac Insurance Agency, Inc. 401(k) Plan ranks in the 8th 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 Isaac Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steven B. Gutsin, D.P.M. Retirement Plan in NY ($138K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Isaac Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 811206500.

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.