Profit Sharing · DOL Form 5500 · 2023

Wright Titus Agency Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$619,799
Avg per participant High balance/head
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Official DOL plan name: Wright Titus Agency Profit Sharing Plan and Trust · Sponsored by Wright Titus Agency · Texas · Finance & Insurance

$2M in assets, 4 participants

Wright Titus Agency's Wright Titus Agency Profit Sharing Plan and Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,025 in Finance & Insurance (8,869 peers)

Wright Titus Agency multi-year trail

Wright Titus Agency's plans moved +32.7% in assets from 2022 to 2024; this filing shows Wright Titus Agency Profit Sharing Plan and Trust at $2M / 4 participants.

#2,025
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY

Wright Titus Agency Profit Sharing Plan and Trust among the smaller filed plans by assets

Wright Titus Agency Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,479,196 33rd percentile higher than 33% 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

Wright Titus Agency Profit Sharing Plan and 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. Wright Titus Agency Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wright Titus Agency Profit Sharing Plan and Trust reported net income rose from -$128K in the plan year 2022 filing to $367K in the plan year 2023 filing.
  • Wright Titus Agency Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 750768793 · Wright Titus Agency PY 2023 · Profit Sharing

Wright Titus Agency Profit Sharing Plan and Trust · $2M · 4 · 33rd

  • VS-ST $2M
  • VS-ST 4
  • VS-ST 33rd
  • VS-ST Profit Sharing
  • VS-ST near Tax Deferred Annuity Plan of Oats, Inc.
  • VS-ST ind #2025

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 Texas →

Wright Titus Agency Profit Sharing Plan and Trust in the asset neighbourhood

Wright Titus Agency Profit Sharing Plan and TrustWright Titus Agency Profit S…$2MTax Deferred Annuity Plan of Oats, Inc.Tax Deferred Annuity Plan of…$2MHood Pagan and Associates Safe Harbor 401(k)Hood Pagan and Associates Sa…$2MJohn M. Ketner Do Profit Sharing PlanJohn M. Ketner Do Profit Sha…$2MCoastal Rec Ventures Inc. Retirement PlanCoastal Rec Ventures Inc. Re…$2M
End-of-year total assets ($M) among Wright Titus Agency Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wright Titus Agency multi-year asset trail

Sponsor-wide plan assets over time

All Wright Titus Agency plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.74355344944304% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.11M $2.8M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $3M

Wright Titus Agency filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$367K
Employer EIN750768793
Plan Effective Date1974-12-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wright Titus Agency Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Wright Titus Agency Profit Sharing Plan and Trust, Total assets ($B): 0.002479196 · Participants: 4Wright Titus Agency Profit Sharing Plan and TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Wright Titus Agency Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Wright Titus Agency Profit Sharing Plan and Trust side-by-side with 3 peers →

Wright Titus Agency Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Tax Deferred Annuity Plan of Oats, Inc. in MO ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wright Titus Agency Profit Sharing Plan and Trust assets move in 2023? ▼
Wright Titus Agency Profit Sharing Plan and Trust grew sharply - up 17.4% during 2023, from $2M to $2M. Reported net income was $367K.
How have Wright Titus Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wright Titus Agency's sponsor-wide assets grew 32.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Wright Titus Agency Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Tax Deferred Annuity Plan of Oats, Inc. in MO ($2M, 560 participants).
Which Profit Sharing plans cover a similar participant headcount to Wright Titus Agency Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 750768793.

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.