401(k) · DOL Form 5500 · 2022

Richard Soo Hoo Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
39th
Percentile by assets National rank
$228,853
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard Soo Hoo Insurance Agency 401(k) Plan · Sponsored by Richard Soo Hoo Insurance Agency, Inc. · Massachusetts · Finance & Insurance

$3M in assets, 12 participants

Richard Soo Hoo Insurance Agency, Inc.'s Richard Soo Hoo Insurance Agency 401(k) Plan reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,433 in Finance & Insurance (9,261 peers)

2022 asset change

Richard Soo Hoo Insurance Agency 401(k) Plan declined sharply 18.6% in 2022 ($3M → $3M) for 12 participants.

#2,433
in Finance & Insurance (9,261 peers)
-18.6%
assets change YoY

The plan reported a net loss of $627K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard Soo Hoo Insurance Agency 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Richard Soo Hoo Insurance Agency 401(k) Plan vs every filed plan by assets

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

$2,746,234 39th percentile higher than 39% 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

Richard Soo Hoo Insurance Agency 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard Soo Hoo Insurance Agency 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043199537 · Richard Soo Hoo Insurance Agency, Inc. PY 2022 · 401(k)

Richard Soo Hoo Insurance Agency 401(k) Plan · $3M · 12 · 39th

  • EBSA $3M
  • PART 12
  • TYPE 39th
  • NET 401(k)
  • BOOK near Edgewood Consulting Group, Inc. 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #2433

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 Massachusetts →

Richard Soo Hoo Insurance Agency 401(k) Plan in the asset neighbourhood

Richard Soo Hoo Insurance Agency 401(k) PlanRichard Soo Hoo Insurance Ag…$3MEdgewood Consulting Group, Inc. 401(k) Profit Sharing Plan and TrustEdgewood Consulting Group, I…$3MBluestone Homes 401(k) Plan & TrustBluestone Homes 401(k) Plan …$3MSpreadshirt, Inc. 401(k) Plan$3MEmployee Benefit Plan of Bayaud Enterprises, Inc.Employee Benefit Plan of Bay…$3M
End-of-year total assets ($M) among Richard Soo Hoo Insurance Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Richard Soo Hoo Insurance Agency, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Richard Soo Hoo Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.608989619966835% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.75M $2.98M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 13 $3M
2024 2 25 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$627K
Employer EIN043199537
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Richard Soo Hoo Insurance Agency 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Richard Soo Hoo Insurance Agency 401(k) Plan, Total assets ($B): 0.002746234 · Participants: 12Richard Soo Hoo Insurance Agency 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Richard Soo Hoo Insurance Agency 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Richard Soo Hoo Insurance Agency 401(k) Plan side-by-side with 3 peers →

Richard Soo Hoo Insurance Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Edgewood Consulting Group, Inc. 401(k) Profit Sharing Plan and Trust in NJ ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Richard Soo Hoo Insurance Agency 401(k) Plan assets move in 2022? ▼
Richard Soo Hoo Insurance Agency 401(k) Plan declined sharply - down 18.6% during 2022, from $3M to $3M. Reported net income was -$627K.
How have Richard Soo Hoo Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Soo Hoo Insurance Agency, Inc.'s sponsor-wide assets grew 8.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Richard Soo Hoo Insurance Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edgewood Consulting Group, Inc. 401(k) Profit Sharing Plan and Trust in NJ ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Richard Soo Hoo Insurance Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 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 043199537.

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.