401(k) · DOL Form 5500 · 2022

Texas Wasatch Insurance Services, L.P. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
793
Participants Near avg headcount
75th
Percentile by assets National rank
$22,361
Avg per participant Low balance/head
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Official DOL plan name: Goosehead Insurance 401(k) Plan · Sponsored by Texas Wasatch Insurance Services, L.P. · Texas · Finance & Insurance

$18M in assets, 793 participants

Texas Wasatch Insurance Services, L.P.'s Goosehead Insurance 401(k) Plan reported $18M in total assets and 793 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,672 in Finance & Insurance (9,261 peers)

Where Goosehead Insurance 401(k) Plan sits by assets

Goosehead Insurance 401(k) Plan sits in the top quartile of all filed plans by assets, $18M for 793 participants (~$22,361/participant), down 7.9% in 2022.

#5,672
in Finance & Insurance (9,261 peers)
-7.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goosehead Insurance 401(k) Plan's outsized position by total assets

Goosehead Insurance 401(k) Plan vs every filed plan by assets

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

$17,732,570 Top 25% higher than 75% 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

Goosehead Insurance 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goosehead Insurance 401(k) Plan sits mid-pack in the medium band (793 participants).

Form 5500 schedule snapshot

Filing strip 743107166 · Texas Wasatch Insurance Services, L.P. PY 2022 · 401(k)

Goosehead Insurance 401(k) Plan · $18M · 793 · 75th

  • PHOTO $18M
  • IND 793
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Kenneth S. Nugent, P.C. 401(k) Plan
  • PCT ind #5672

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 →

Goosehead Insurance 401(k) Plan in the asset neighbourhood

Goosehead Insurance 401(k) PlanGoosehead Insurance 401(k) P…$18MKenneth S. Nugent, P.C. 401(k) PlanKenneth S. Nugent, P.C. 401(…$18MGame Creek Video 401(k) Plan$18MA.R.T. Advisors, L.L.C. Savings & Profit Sharing PlanA.R.T. Advisors, L.L.C. Savi…$18MN.R.F. Distributors Retirement Savings PlanN.R.F. Distributors Retireme…$18M
End-of-year total assets ($M) among Goosehead Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN743107166
Plan Effective Date2006-04-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Wasatch Insurance Services, L.P.)

Sponsor-wide plan assets over time

All Texas Wasatch Insurance Services, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 72.21884363067508% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.7M $30.5M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 793 $18M
2023 1 911 $24M
2024 1 1,632 $31M

Nearby 401(k) Plans in Texas

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

Goosehead Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Goosehead Insurance 401(k) Plan, Total assets ($B): 0.01773257 · Participants: 793Goosehead Insurance 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Goosehead Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Goosehead Insurance 401(k) Plan side-by-side with 3 peers →

Goosehead Insurance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kenneth S. Nugent, P.C. 401(k) Plan in GA ($18M); by covered participants it is Vesta Property Services Inc 401(k) Profit Sharing Plan & Trust in FL (793 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (793 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 Goosehead Insurance 401(k) Plan assets move in 2022? ▼
Goosehead Insurance 401(k) Plan pulled back noticeably - down 7.9% during 2022, from $19M to $18M. Reported net income was -$2M.
How have Texas Wasatch Insurance Services, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Wasatch Insurance Services, L.P.'s sponsor-wide assets grew 72.2%, from $18M to $31M.
Where does Goosehead Insurance 401(k) Plan rank by assets among Form 5500 filers? ▼
Goosehead Insurance 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Goosehead Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenneth S. Nugent, P.C. 401(k) Plan in GA ($18M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Goosehead Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vesta Property Services Inc 401(k) Profit Sharing Plan & Trust in FL (793 participants, $3M 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 743107166.

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.