401(k) · DOL Form 5500 · 2023

Terri Yurek Insurance Inc 401(k) Plan

Data updated 2026-08-25

$232K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$77,343
Avg per participant Below avg balance/head
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Official DOL plan name: Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Terri Yurek Insurance Inc · California · Finance & Insurance

$232K in assets, 3 participants

Terri Yurek Insurance Inc's Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust reported $232K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #607 in Finance & Insurance (8,869 peers)

Terri Yurek Insurance Inc multi-year trail

Terri Yurek Insurance Inc's plans moved +18.4% in assets from 2022 to 2024; this filing shows Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust at $232K / 3 participants.

#607
in Finance & Insurance (8,869 peers)
+0.4%
assets growth YoY

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$232,028 12th percentile higher than 12% of 127,068 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 2023

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$21K in the plan year 2022 filing to $935 in the plan year 2023 filing.
  • Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461868193 · Terri Yurek Insurance Inc PY 2023 · 401(k)

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust · $232K · 3 · 12th

  • PART $232K
  • TYPE 3
  • NET 12th
  • BOOK 401(k)
  • VS-ST near Thecozyabode Company 401(k) Plan
  • BOY ind #607

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 California →

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & TrustTerri Yurek Insurance Inc 40…$232KThecozyabode Company 401(k) PlanThecozyabode Company 401(k) …$232KKnapptime Inc. 401(k) Trust$232KMail Mart Inc. 401(k) Plan$232KBjsh Investments, Inc. 401(k) PlanBjsh Investments, Inc. 401(k…$232K
End-of-year total assets ($M) among Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Terri Yurek Insurance Inc multi-year asset trail

Sponsor-wide plan assets over time

All Terri Yurek Insurance Inc plans reported in each filing year

Latest sponsor-wide plan assets
$274K 18.43543508457634% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M 202220232024 $0.23M $0.27M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 4 $231K
2023 1 3 $232K
2024 1 1 $274K

Terri Yurek Insurance Inc filing trail (2023)

Total Assets (Beginning of Year)$231K
Net Assets (End of Year)$232K
Net Income$935
Employer EIN461868193
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000232028 · Participants: 3Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Thecozyabode Company 401(k) Plan in PA ($232K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($232K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

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 Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust held essentially flat - up 0.4% during 2023, from $231K to $232K. Reported net income was $935.
How have Terri Yurek Insurance Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terri Yurek Insurance Inc's sponsor-wide assets grew 18.4%, from $231K to $274K.
Where does Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust ranks in the 12th 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 Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Thecozyabode Company 401(k) Plan in PA ($232K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Terri Yurek Insurance Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

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 461868193.

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.