401(k) · DOL Form 5500 · 2022

Mike Olson Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$175K
Total assets Small plan by assets
4
Participants Small participant base
10th
Percentile by assets National rank
$43,750
Avg per participant Low balance/head
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Official DOL plan name: Mike Olson Insurance Agency Retirement Plan · Sponsored by Mike Olson Insurance Agency, Inc. · Wisconsin · Finance & Insurance

$175K in assets, 4 participants

Mike Olson Insurance Agency, Inc.'s Mike Olson Insurance Agency Retirement Plan reported $175K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

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

Mike Olson Insurance Agency, Inc. multi-year trail

Mike Olson Insurance Agency, Inc.'s plans moved -71.4% in assets from 2022 to 2024; this filing shows Mike Olson Insurance Agency Retirement Plan at $175K / 4 participants.

#558
in Finance & Insurance (9,261 peers)
+16.7%
assets growth YoY

Mike Olson Insurance Agency Retirement Plan among the smaller filed plans by assets

Mike Olson Insurance Agency Retirement Plan vs every filed plan by assets

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

$175,000 10th percentile higher than 10% 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

Mike Olson Insurance 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. Mike Olson Insurance Agency Retirement Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 472066870 · Mike Olson Insurance Agency, Inc. PY 2022 · 401(k)

Mike Olson Insurance Agency Retirement Plan · $175K · 4 · 10th

  • BOOK $175K
  • VS-ST 4
  • BOY 10th
  • SCH 401(k)
  • EBSA near Infinite Medical Staffing Corporation Retirement Plan
  • PART ind #558

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 Wisconsin →

Mike Olson Insurance Agency Retirement Plan in the asset neighbourhood

Mike Olson Insurance Agency Retirement PlanMike Olson Insurance Agency …$175KInfinite Medical Staffing Corporation Retirement PlanInfinite Medical Staffing Co…$175KAnything But the Basics Corporation 401(k) Profit Sharing PlanAnything But the Basics Corp…$175KCity Development Investments, Inc. 401(k) PlanCity Development Investments…$175KBack to the Moon Incorporated 401(k) Profit Sharing PlanBack to the Moon Incorporate…$175K
End-of-year total assets ($M) among Mike Olson Insurance Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mike Olson Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$50K 71.42857142857143% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.18M $0.05M ▼ -72.2%
Year Plans Participants Total Assets
2022 1 4 $175K
2023 1 4 $60K
2024 1 N/A $50K

Mike Olson Insurance Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$150K
Net Assets (End of Year)$175K
Net Income$25K
Employer EIN472066870
Plan Effective Date2014-10-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Mike Olson Insurance Agency Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mike Olson Insurance Agency Retirement Plan, Total assets ($B): 0.000175 · Participants: 4Mike Olson Insurance Agency Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Mike Olson Insurance Agency Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mike Olson Insurance Agency Retirement Plan side-by-side with 3 peers →

Mike Olson Insurance Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Infinite Medical Staffing Corporation Retirement Plan in TX ($175K); 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 Mike Olson Insurance Agency Retirement Plan assets move in 2022? ▼
Mike Olson Insurance Agency Retirement Plan grew sharply - up 16.7% during 2022, from $150K to $175K. Reported net income was $25K.
How have Mike Olson Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mike Olson Insurance Agency, Inc.'s sponsor-wide assets declined 71.4%, from $175K to $50K.
Where does Mike Olson Insurance Agency Retirement Plan rank by assets among Form 5500 filers? ▼
Mike Olson Insurance Agency Retirement Plan ranks in the 10th 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 Mike Olson Insurance Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infinite Medical Staffing Corporation Retirement Plan in TX ($175K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Mike Olson Insurance Agency Retirement 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 472066870.

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.