Defined Benefit (Pension) · DOL Form 5500 · 2022

Ronnie Dunavant Insurance Agency Pension Plan

Data updated 2026-08-11

$1M
Total assets
2
Participants
27th
Percentile by assets
$616,775
Avg per participant
PlainRetire home → About this data

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.

  • 27th percentile by assets (of 139,126 plans)
  • #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.

$1M
total plan assets (2022 EOY)
2
covered participants
27th
percentile by assets (of 139,126 plans)
$616,775
avg assets per participant

Where Ronnie Dunavant Insurance Agency sits by total 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

This plan $0 $2,010,000,000 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

State
Texas
Industry
Finance & Insurance

Defined Benefit (Pension) filing for Ronnie Dunavant Insurance Agency

Defined Benefit (Pension) filing for plan year 2022: EIN 752413162 ; effective since 2014-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$45K
Employer EIN752413162
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ronnie Dunavant Insurance Agency)

$1.2M$1.25M$1.3M$1.35M 202220232024 $1.23M $1.31M ▲ +6.5%
Total plan assets by year, all Ronnie Dunavant Insurance Agency plans on file
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.

Ronnie Dunavant Insurance Agency vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ronnie Dunavant Insu…, Total assets ($B): 0.00123355 · Participants: 2Ronnie Dunavant Insu…AT&T Pension Benefit…, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit…Shell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension P…, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension P…Caterpillar Inc. Ret…, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Ret…Bp Retirement Accumu…, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumu…
Ronnie Dunavant Insurance Agency vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Ronnie Dunavant Insurance Agency side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ronnie Dunavant Insurance Agency by total assets, not by location.

Frequently Asked Questions

How did Ronnie Dunavant Insurance Agency assets move in 2022? ▼
Ronnie Dunavant Insurance Agency edged up modestly - up 3.8% during 2022, from $1M to $1M. Reported net income was $45K.
How have Ronnie Dunavant Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ronnie Dunavant Insurance Agency's sponsor-wide assets grew 6.2%, from $1M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Ronnie Dunavant Insurance Agency? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wayne Savings Community Bank Defined Benefit Pension Plan in OH ($1M, 10 participants).

Next read for Ronnie Dunavant Insurance Agency

Filing takeaways

Ways to act on Ronnie Dunavant Insurance Agency's numbers.

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 752413162.

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.