401(k) · DOL Form 5500 · 2023
Garrett Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $318,239
- Avg per participant High balance/head
Official DOL plan name: Garrett Insurance Services Retirement Plan · Sponsored by Garrett Insurance Services, Inc. · North Carolina · Finance & Insurance
$2M in assets, 5 participants
Garrett Insurance Services, Inc.'s Garrett Insurance Services Retirement Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #1,659 in Finance & Insurance (8,869 peers)
Garrett Insurance Services, Inc. multi-year trail
Garrett Insurance Services, Inc.'s plans moved +70.7% in assets from 2022 to 2024; this filing shows Garrett Insurance Services Retirement Plan at $2M / 5 participants.
- #1,659
- in Finance & Insurance (8,869 peers)
- +43.3%
- assets growth YoY
Garrett Insurance Services Retirement Plan among the smaller filed plans by assets
Garrett Insurance Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,591,195 28th percentile higher than 28% 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
Garrett Insurance Services 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. Garrett Insurance Services Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Garrett Insurance Services Retirement Plan reported net income rose from $27K in the plan year 2022 filing to $481K in the plan year 2023 filing.
- Garrett Insurance Services Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Garrett Insurance Services Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 822266925 · Garrett Insurance Services, Inc. PY 2023 · 401(k)
Garrett Insurance Services Retirement Plan · $2M · 5 · 28th
- BOY $2M
- BOY 5
- BOY 28th
- BOY 401(k)
- BOY near Nachmias Morris & Alt, LLC 401(k) Retirement Plan
- BOY ind #1659
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 North Carolina →
Garrett Insurance Services Retirement Plan in the asset neighbourhood
Garrett Insurance Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Garrett Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 70.71208897328675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 4 | $2M |
Garrett Insurance Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $481K |
| Employer EIN | 822266925 |
| Plan Effective Date | 2017-07-25 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Garrett Insurance Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Nachmias Morris & Alt, LLC 401(k) Retirement Plan in NJ ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.