401(k) · DOL Form 5500 · 2023

White Insurance Agency Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
47th
Percentile by assets National rank
$285,762
Avg per participant High balance/head
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Official DOL plan name: White Insurance Agency Inc 401(k) Profit Sharing Plan · Sponsored by White Insurance Agency Inc · North Carolina · Finance & Insurance

$6M in assets, 20 participants

White Insurance Agency Inc's White Insurance Agency Inc 401(k) Profit Sharing Plan reported $6M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,962 in Finance & Insurance (8,869 peers)

White Insurance Agency Inc multi-year trail

White Insurance Agency Inc's plans moved +60.6% in assets from 2022 to 2024; this filing shows White Insurance Agency Inc 401(k) Profit Sharing Plan at $6M / 20 participants.

#2,962
in Finance & Insurance (8,869 peers)
+28.2%
assets growth YoY

White Insurance Agency Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

White Insurance Agency Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,715,247 47th percentile higher than 47% 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

White Insurance Agency Inc 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Insurance Agency Inc 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • White Insurance Agency Inc 401(k) Profit Sharing Plan reported net income rose from -$815K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • White Insurance Agency Inc 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • White Insurance Agency Inc 401(k) Profit Sharing Plan reported participants rose from 19 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560577603 · White Insurance Agency Inc PY 2023 · 401(k)

White Insurance Agency Inc 401(k) Profit Sharing Plan · $6M · 20 · 47th

  • EBSA $6M
  • PART 20
  • TYPE 47th
  • NET 401(k)
  • BOOK near Agentsync 401(k) Plan
  • VS-ST ind #2962

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 →

White Insurance Agency Inc 401(k) Profit Sharing Plan in the asset neighbourhood

White Insurance Agency Inc 401(k) Profit Sharing PlanWhite Insurance Agency Inc 4…$6MAgentsync 401(k) Plan$6MRavenswood Solutions, Inc. 401(k) PlanRavenswood Solutions, Inc. 4…$6MClear Scientific, Inc. 401(k) PlanClear Scientific, Inc. 401(k…$6MThe Rossi Group 401(k) Plan$6M
End-of-year total assets ($M) among White Insurance Agency Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

White Insurance Agency Inc multi-year asset trail

Sponsor-wide plan assets over time

All White Insurance Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 60.621954031962076% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.46M $7.16M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 19 $4M
2023 1 20 $6M
2024 1 21 $7M

White Insurance Agency Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN560577603
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

White Insurance Agency Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants White Insurance Agency Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.005715247 · Participants: 20White Insurance Agency Inc 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
White Insurance Agency Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare White Insurance Agency Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

White Insurance Agency Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Agentsync 401(k) Plan in CO ($6M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 White Insurance Agency Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
White Insurance Agency Inc 401(k) Profit Sharing Plan grew sharply - up 28.2% during 2023, from $4M to $6M. Reported net income was $1M.
How have White Insurance Agency Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Insurance Agency Inc's sponsor-wide assets grew 60.6%, from $4M to $7M.
Which 401(k) plans are similar in size to White Insurance Agency Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agentsync 401(k) Plan in CO ($6M, 228 participants).
Which 401(k) plans cover a similar participant headcount to White Insurance Agency Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 560577603.

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.