401(k) · DOL Form 5500 · 2023
Bradley Family Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $939K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $469,432
- Avg per participant High balance/head
Official DOL plan name: Bradley Family Insurance Agency Retirement Plan · Sponsored by Bradley Family Insurance Agency, Inc. · Texas · Finance & Insurance
$939K in assets, 2 participants
Bradley Family Insurance Agency, Inc.'s Bradley Family Insurance Agency Retirement Plan reported $939K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,306 in Finance & Insurance (8,869 peers)
Bradley Family Insurance Agency, Inc. multi-year trail
Bradley Family Insurance Agency, Inc.'s plans moved +35.8% in assets from 2022 to 2024; this filing shows Bradley Family Insurance Agency Retirement Plan at $939K / 2 participants.
- #1,306
- in Finance & Insurance (8,869 peers)
- +33.0%
- assets growth YoY
Bradley Family Insurance Agency Retirement Plan among the smaller filed plans by assets
Bradley Family Insurance Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$938,863 23rd percentile higher than 23% 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
Bradley Family Insurance Agency Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bradley Family Insurance Agency Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bradley Family Insurance Agency Retirement Plan reported net income rose from -$138K in the plan year 2022 filing to $233K in the plan year 2023 filing.
- Bradley Family Insurance Agency Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Bradley Family Insurance Agency Retirement Plan end-of-year assets rose from $706K in the plan year 2022 filing to $939K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 822222281 · Bradley Family Insurance Agency, Inc. PY 2023 · 401(k)
Bradley Family Insurance Agency Retirement Plan · $939K · 2 · 23rd
- EIN $939K
- EIN 2
- EIN 23rd
- EIN 401(k)
- EIN near Carbon Dioxide Removal 401(k) Trust
- EIN ind #1306
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 →
Bradley Family Insurance Agency Retirement Plan in the asset neighbourhood
Bradley Family Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bradley Family Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $958K 35.77491653393342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $706K |
| 2023 | 1 | 2 | $939K |
| 2024 | 1 | 3 | $958K |
Bradley Family Insurance Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $706K |
|---|---|
| Net Assets (End of Year) | $939K |
| Net Income | $233K |
| Employer EIN | 822222281 |
| Plan Effective Date | 2017-07-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Bradley Family Insurance Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Carbon Dioxide Removal 401(k) Trust in KS ($939K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($939K here).
- Carbon Dioxide Removal 401(k) Trust (KS) $939K · 1
- Provos Auto Parts Inc. 401(k) Plan (NY) $939K · 13
- Frideswide Square Retirement Plan (CO) $939K · 1
- Thep Corp. 401(k) Plan (MS) $939K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.