401(k) · DOL Form 5500 · 2023

Carmella Walter Insurance Agency, Inc 401(k) Plan

Data updated 2026-08-25

$382K
Total assets Small plan by assets: N/A
Participants Small participant base: 16th
Percentile by assets National rank

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Official DOL plan name: Carmella Walter Insurance Agency, Inc 401(k) Plan · Sponsored by Carmella Walter Insurance Agency, Inc · South Carolina · Finance & Insurance

$382K in assets, N/A participants

Carmella Walter Insurance Agency, Inc's Carmella Walter Insurance Agency, Inc 401(k) Plan reported $382K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#821 in Finance & Insurance (8,869 peers)

Carmella Walter Insurance Agency, Inc multi-year trail

Carmella Walter Insurance Agency, Inc's plans moved +71.1% in assets from 2022 to 2024; this filing shows Carmella Walter Insurance Agency, Inc 401(k) Plan at $382K / N/A participants.

#821
in Finance & Insurance (8,869 peers): +89.0%
assets growth YoY

Carmella Walter Insurance Agency, Inc 401(k) Plan among the smaller filed plans by assets

Carmella Walter Insurance Agency, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$382,210 16th percentile higher than 16% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Carmella Walter Insurance Agency, Inc 401(k) Plan end-of-year assets rose from $202K in the plan year 2022 filing to $382K in the plan year 2023 filing.
Carmella Walter Insurance Agency, Inc 401(k) Plan reported net income fell from $202K in the plan year 2022 filing to $180K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 882277358 · Carmella Walter Insurance Agency, Inc PY 2023 · 401(k)

Carmella Walter Insurance Agency, Inc 401(k) Plan · $382K · N/A · 16th

TYPE $382K
TYPE N/A
TYPE 16th
TYPE 401(k)
TYPE near One Palm Bleu Palm, Inc. 401(k) Plan
TYPE ind #821

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 South Carolina →

End-of-year total assets ($M) among Carmella Walter Insurance Agency, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carmella Walter Insurance Agency, Inc multi-year asset trail

Latest sponsor-wide plan assets: $346K 71.10297935467919% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$202K
2023	1	N/A	$382K
2024	2	3	$346K

Carmella Walter Insurance Agency, Inc filing trail (2023)

Total Assets (Beginning of Year)	$202K
Net Assets (End of Year)	$382K
Net Income	$180K
Employer EIN	882277358
Plan Effective Date	2022-05-11
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Carmella Walter Insurance Agency, Inc 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Michelin 401(k) Savings Plan $4.1B · 14,439
The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
Sonoco Retirement & Savings Plan $1.6B · 11,311
Sonoco Retirement & Savings Plan $1.3B · 10,614
Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348

Compare Carmella Walter Insurance Agency, Inc 401(k) Plan side-by-side with 3 peers →

Carmella Walter Insurance Agency, Inc 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside South Carolina, the nearest 401(k) by end-of-year assets is One Palm Bleu Palm, Inc. 401(k) Plan in FL at $382K (this filing: $382K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($382K here).

One Palm Bleu Palm, Inc. 401(k) Plan (FL) $382K · 2
Sims and Associates Retirement Plan (KS) $382K · 4
Dobbs Enterprises Retirement Plan (IL) $382K · 8
Shekia Group L L C 401(k) Profit Sharing Plan & Trust (NJ) $382K · 137

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carmella Walter Insurance Agency, Inc 401(k) Plan assets move in 2023? ▼

Carmella Walter Insurance Agency, Inc 401(k) Plan surged - up 89.0% during 2023, from $202K to $382K. Reported net income was $180K.

How have Carmella Walter Insurance Agency, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carmella Walter Insurance Agency, Inc's sponsor-wide assets grew 71.1%, from $202K to $346K.

Where does Carmella Walter Insurance Agency, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼

Carmella Walter Insurance Agency, Inc 401(k) Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Carmella Walter Insurance Agency, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is One Palm Bleu Palm, Inc. 401(k) Plan in FL ($382K, 2 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 882277358.