Defined Benefit (Pension) · DOL Form 5500 · 2022
Ronnie Dunavant Insurance Agency Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $616,775
- Avg per participant High balance/head
Official DOL plan name: Ronnie Dunavant Insurance Agency · Sponsored by Ronnie Dunavant Insurance Agency · Texas · Finance & Insurance
$1M in assets, 2 participants
Ronnie Dunavant Insurance Agency's Ronnie Dunavant Insurance Agency reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #1,684 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Ronnie Dunavant Insurance Agency holds $1M for 2 participants - about $616,775 per participant, in the lower half of filed plans by assets.
- #1,684
- in Finance & Insurance (9,261 peers)
- +3.8%
- assets growth YoY
Ronnie Dunavant Insurance Agency among the smaller filed plans by assets
Ronnie Dunavant Insurance Agency vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,233,550 27th percentile higher than 27% 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
Ronnie Dunavant Insurance Agency among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ronnie Dunavant Insurance Agency is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 752413162 · Ronnie Dunavant Insurance Agency PY 2022 · Defined Benefit (Pension)
Ronnie Dunavant Insurance Agency · $1M · 2 · 27th
- ASSETS $1M
- ASSETS 2
- ASSETS 27th
- ASSETS Defined Benefit (Pension)
- ASSETS near Wayne Savings Community Bank Defined Benefit Pension Plan
- ASSETS ind #1684
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 →
Ronnie Dunavant Insurance Agency in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $45K |
| Employer EIN | 752413162 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ronnie Dunavant Insurance Agency)
Sponsor-wide plan assets over time
All Ronnie Dunavant Insurance Agency plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 6.214827124964533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 4 | $1M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Ronnie Dunavant Insurance Agency's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Wayne Savings Community Bank Defined Benefit Pension Plan in OH ($1M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.