401(k) · DOL Form 5500 · 2023

Phelan Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
33
Participants Small participant base
53rd
Percentile by assets National rank
$233,162
Avg per participant Above avg balance/head
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Official DOL plan name: Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan · Sponsored by Phelan Insurance Agency, Inc. · Ohio · Finance & Insurance

$8M in assets, 33 participants

Phelan Insurance Agency, Inc.'s Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan reported $8M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,379 in Finance & Insurance (8,869 peers)

Phelan Insurance Agency, Inc. multi-year trail

Phelan Insurance Agency, Inc.'s plans moved +37.5% in assets from 2022 to 2024; this filing shows Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan at $8M / 33 participants.

#3,379
in Finance & Insurance (8,869 peers)
+14.0%
assets growth YoY

Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan's mid-pack asset rank among Finance & Insurance and all filers

Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan vs every filed plan by assets

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

$7,694,331 Top 47% higher than 53% 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

Phelan Insurance Agency, Inc. 401(k) Retirement Saving 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. Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan reported net income rose from -$1M in the plan year 2022 filing to $942K in the plan year 2023 filing.
  • Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan reported participants rose from 31 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340900043 · Phelan Insurance Agency, Inc. PY 2023 · 401(k)

Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan · $8M · 33 · 53rd

  • EIN $8M
  • RANK 33
  • PHOTO 53rd
  • IND 401(k)
  • EOY near Acelrx Pharmaceuticals, Inc. 401(k) Plan
  • 5500 ind #3379

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 Ohio →

Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan in the asset neighbourhood

Phelan Insurance Agency, Inc. 401(k) Retirement Saving PlanPhelan Insurance Agency, Inc…$8MAcelrx Pharmaceuticals, Inc. 401(k) PlanAcelrx Pharmaceuticals, Inc.…$8MDynatronics Corporation Retirement PlanDynatronics Corporation Reti…$8MHollander Hospitality 401(k) PlanHollander Hospitality 401(k)…$8MSt. Louis Community Credit Union Capital Accumulation PlanSt. Louis Community Credit U…$8M
End-of-year total assets ($M) among Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phelan Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phelan Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.485501228026735% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.75M $9.28M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 31 $7M
2023 1 33 $8M
2024 1 33 $9M

Phelan Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$942K
Employer EIN340900043
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan, Total assets ($B): 0.007694331 · Participants: 33Phelan Insurance Agency, Inc. 401(k) Retirement Saving PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan side-by-side with 3 peers →

Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Acelrx Pharmaceuticals, Inc. 401(k) Plan in CA ($8M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan assets move in 2023? ▼
Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan grew at a solid clip - up 14.0% during 2023, from $7M to $8M. Reported net income was $942K.
How have Phelan Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phelan Insurance Agency, Inc.'s sponsor-wide assets grew 37.5%, from $7M to $9M.
Which 401(k) plans are similar in size to Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acelrx Pharmaceuticals, Inc. 401(k) Plan in CA ($8M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 340900043.

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.