401(k) · DOL Form 5500 · 2023

Gary Filippi Insurance Group Inc. 401(k) Plan

Data updated 2026-08-25

$71K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$23,690
Avg per participant Low balance/head
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Official DOL plan name: Gary Filippi Insurance Group Inc. 401(k) Plan · Sponsored by Gary Filippi Insurance Group Inc. · North Carolina · Finance & Insurance

$71K in assets, 3 participants

Gary Filippi Insurance Group Inc.'s Gary Filippi Insurance Group Inc. 401(k) Plan reported $71K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

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

Gary Filippi Insurance Group Inc. multi-year trail

Gary Filippi Insurance Group Inc.'s plans moved +181.4% in assets from 2022 to 2024; this filing shows Gary Filippi Insurance Group Inc. 401(k) Plan at $71K / 3 participants.

#274
in Finance & Insurance (8,869 peers)
+43.4%
assets growth YoY

Gary Filippi Insurance Group Inc. 401(k) Plan among the smaller filed plans by assets

Gary Filippi Insurance Group Inc. 401(k) Plan vs every filed plan by assets

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

$71,070 5th percentile higher than 5% 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

Gary Filippi Insurance Group 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. Gary Filippi Insurance Group Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gary Filippi Insurance Group Inc. 401(k) Plan reported net income fell from $39K in the plan year 2022 filing to $22K in the plan year 2023 filing.
  • Gary Filippi Insurance Group Inc. 401(k) Plan end-of-year assets rose from $50K in the plan year 2022 filing to $71K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270697665 · Gary Filippi Insurance Group Inc. PY 2023 · 401(k)

Gary Filippi Insurance Group Inc. 401(k) Plan · $71K · 3 · 5th

  • BOY $71K
  • BOY 3
  • BOY 5th
  • BOY 401(k)
  • BOY near Nova 5 It Inc 401(k) Plan
  • BOY ind #274

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 →

Gary Filippi Insurance Group Inc. 401(k) Plan in the asset neighbourhood

Gary Filippi Insurance Group Inc. 401(k) PlanGary Filippi Insurance Group…$71KNova 5 It Inc 401(k) Plan$71KNove Markets Inc. 401(k) Plan$71KAnderson Recruiting Network, Inc 401(k) PlanAnderson Recruiting Network,…$71KThe Rizvi Group of Companies, Inc. 401(k) Profit Sharing PlanThe Rizvi Group of Companies…$71K
End-of-year total assets ($M) among Gary Filippi Insurance Group Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gary Filippi Insurance Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gary Filippi Insurance Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$139K 181.38694967918968% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.05M $0.14M ▲ +180.0%
Year Plans Participants Total Assets
2022 1 3 $50K
2023 1 3 $71K
2024 1 3 $139K

Gary Filippi Insurance Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$50K
Net Assets (End of Year)$71K
Net Income$22K
Employer EIN270697665
Plan Effective Date2009-08-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Gary Filippi Insurance Group Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Gary Filippi Insurance Group Inc. 401(k) Plan, Total assets ($B): 0.00007107 · Participants: 3Gary Filippi Insurance Group Inc. 401(k) 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
Gary Filippi Insurance Group Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Gary Filippi Insurance Group Inc. 401(k) Plan side-by-side with 3 peers →

Gary Filippi Insurance Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Nova 5 It Inc 401(k) Plan in CO ($71K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Gary Filippi Insurance Group Inc. 401(k) Plan assets move in 2023? ▼
Gary Filippi Insurance Group Inc. 401(k) Plan surged - up 43.4% during 2023, from $50K to $71K. Reported net income was $22K.
How have Gary Filippi Insurance Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gary Filippi Insurance Group Inc.'s sponsor-wide assets grew 181.4%, from $50K to $139K.
Where does Gary Filippi Insurance Group Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Gary Filippi Insurance Group Inc. 401(k) Plan ranks in the 5th 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 Gary Filippi Insurance Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nova 5 It Inc 401(k) Plan in CO ($71K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Gary Filippi Insurance Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 270697665.

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.