401(k) · DOL Form 5500 · 2023

Kunkel Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$224,953
Avg per participant Above avg balance/head
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Official DOL plan name: Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan · Sponsored by Kunkel Insurance Agency, Inc. · Indiana · Finance & Insurance

$2M in assets, 8 participants

Kunkel Insurance Agency, Inc.'s Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,756 in Finance & Insurance (8,869 peers)

Kunkel Insurance Agency, Inc. multi-year trail

Kunkel Insurance Agency, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan at $2M / 8 participants.

#1,756
in Finance & Insurance (8,869 peers)
+24.8%
assets growth YoY

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan among the smaller filed plans by assets

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan vs every filed plan by assets

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

$1,799,625 29th percentile higher than 29% 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

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) 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. Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan reported net income rose from -$135K in the plan year 2022 filing to $358K in the plan year 2023 filing.
  • Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan reported participants rose from 5 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351329253 · Kunkel Insurance Agency, Inc. PY 2023 · 401(k)

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan · $2M · 8 · 29th

  • PHOTO $2M
  • PHOTO 8
  • PHOTO 29th
  • PHOTO 401(k)
  • PHOTO near Reed's Stars, Inc. 401(k) Plan & Trust
  • PHOTO ind #1756

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 Indiana →

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan in the asset neighbourhood

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) PlanKunkel Insurance Agency, Inc…$2MReed's Stars, Inc. 401(k) Plan & TrustReed's Stars, Inc. 401(k) Pl…$2MOhio River Partners Shareholder LLC 401(k) Safe HarborOhio River Partners Sharehol…$2MThermo/Cense, Inc. Employee Savings PlanThermo/Cense, Inc. Employee …$2MBeacon Icg LLC 401(k) Plan$2M
End-of-year total assets ($M) among Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kunkel Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 46.70107968951991% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.44M $2.12M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 8 $2M
2024 1 8 $2M

Kunkel Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$358K
Employer EIN351329253
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan, Total assets ($B): 0.001799625 · Participants: 8Kunkel Insurance Agency, Inc. Safe Harbor 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan side-by-side with 3 peers →

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Reed's Stars, Inc. 401(k) Plan & Trust in TX ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan assets move in 2023? ▼
Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan grew sharply - up 24.8% during 2023, from $1M to $2M. Reported net income was $358K.
How have Kunkel Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kunkel Insurance Agency, Inc.'s sponsor-wide assets grew 46.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reed's Stars, Inc. 401(k) Plan & Trust in TX ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 351329253.

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.