401(k) · DOL Form 5500 · 2023

Tims Agency Inc 401(k) Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets: 2
Participants Small participant base: 15th
Percentile by assets National rank: $184,704
Avg per participant Above avg balance/head

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Official DOL plan name: Tims Agency Inc 401(k) Plan · Sponsored by Tims Agency Inc · Alabama · Finance & Insurance

$369K in assets, 2 participants

Tims Agency Inc's Tims Agency Inc 401(k) Plan reported $369K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

#797 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Tims Agency Inc 401(k) Plan holds $369K for 2 participants - about $184,704 per participant, among the smaller plans by assets on file.

#797
in Finance & Insurance (8,869 peers): +0.0%
assets growth YoY

Tims Agency Inc 401(k) Plan among the smaller filed plans by assets

Tims Agency Inc 401(k) Plan vs every filed plan by assets

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

$369,407 15th percentile higher than 15% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Tims Agency Inc 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. Tims Agency Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Tims Agency Inc 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 834116059 · Tims Agency Inc PY 2023 · 401(k)

Tims Agency Inc 401(k) Plan · $369K · 2 · 15th

RANK $369K
PHOTO 2
IND 15th
EOY 401(k)
5500 near Kgs417, LLC 401(k) Profit Sharing Plan & Trust
ASSETS ind #797

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 Alabama →

End-of-year total assets ($M) among Tims Agency Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$369K
Net Assets (End of Year)	$369K
Employer EIN	834116059
Plan Effective Date	2019-03-22
Filing Status	FILING RECEIVED

Sponsor Plan History (Tims Agency Inc)

Latest sponsor-wide plan assets: $340K 7.966010389624452% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$369K
2023	1	2	$369K
2024	1	2	$340K

Nearby 401(k) Plans in Alabama

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

Tims Agency Inc 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Tims Agency Inc 401(k) Plan side-by-side with 3 peers →

Tims Agency Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Kgs417, LLC 401(k) Profit Sharing Plan & Trust in MO ($369K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($369K here).

Kgs417, LLC 401(k) Profit Sharing Plan & Trust (MO) $369K · 7
Carteret Management Corporation 401(k) Plan (FL) $370K · 100
Kirtland & Packard Employee Savings Plan for Associate Attorneys (CA) $369K · 3
Dog Distilling Company 401(k) Plan (OH) $370K · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Tims Agency Inc 401(k) Plan assets move in 2023? ▼

Tims Agency Inc 401(k) Plan held essentially flat - up 0.0% during 2023, from $369K to $369K.

How have Tims Agency Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tims Agency Inc's sponsor-wide assets declined 8.0%, from $369K to $340K.

Where does Tims Agency Inc 401(k) Plan rank by assets among Form 5500 filers? ▼

Tims Agency Inc 401(k) Plan ranks in the 15th 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 Tims Agency Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kgs417, LLC 401(k) Profit Sharing Plan & Trust in MO ($369K, 7 participants).

Which 401(k) plans cover a similar participant headcount to Tims Agency Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 834116059.