401(k) · DOL Form 5500 · 2022
Watson Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $25K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $25,456
- Avg per participant Low balance/head
Official DOL plan name: Watson Agency Retirement Plan · Sponsored by Watson Agency, Inc. · Tennessee · Finance & Insurance
$25K in assets, 1 participants
Watson Agency, Inc.'s Watson Agency Retirement Plan reported $25K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.
- #140 in Finance & Insurance (9,261 peers)
Watson Agency, Inc. multi-year trail
Watson Agency, Inc.'s plans moved +16.9% in assets from 2022 to 2024; this filing shows Watson Agency Retirement Plan at $25K / 1 participant.
- #140
- in Finance & Insurance (9,261 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $283 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Watson Agency Retirement Plan among the smaller filed plans by assets
Watson Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,456 2nd percentile higher than 2% 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
Watson 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. Watson Agency Retirement Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 822869747 · Watson Agency, Inc. PY 2022 · 401(k)
Watson Agency Retirement Plan · $25K · 1 · 2nd
- EBSA $25K
- EBSA 1
- EBSA 2nd
- EBSA 401(k)
- EBSA near Leeland Animal Services, Inc. 401(k) Plan
- EBSA ind #140
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 Tennessee →
Watson Agency Retirement Plan in the asset neighbourhood
Watson Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Watson Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30K 16.895820238843495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $25K |
| 2023 | 1 | 1 | $25K |
| 2024 | 1 | 1 | $30K |
Watson Agency, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $26K |
|---|---|
| Net Assets (End of Year) | $25K |
| Net Income | -$283 |
| Employer EIN | 822869747 |
| Plan Effective Date | 2017-09-22 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Watson Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Leeland Animal Services, Inc. 401(k) Plan in FL ($25K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25K here).
- Leeland Animal Services, Inc. 401(k) Plan (FL) $25K · 1
- Mykema, Inc. 401(k) Plan (SC) $25K · 2
- California Rt Pizza (CA) $25K · 135
- Slices Peninsula, Inc. 401(k) Profit Sharing Plan (CA) $25K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.