401(k) · DOL Form 5500 · 2022
Identity Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $602,044
- Avg per participant High balance/head
Official DOL plan name: Identity Financial, Inc. 401(k) Profit Sharing Plan · Sponsored by Identity Financial, Inc. · Texas · Finance & Insurance
$1M in assets, 2 participants
Identity Financial, Inc.'s Identity Financial, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #1,663 in Finance & Insurance (9,261 peers)
Identity Financial, Inc. multi-year trail
Identity Financial, Inc.'s plans moved -55.2% in assets from 2022 to 2024; this filing shows Identity Financial, Inc. 401(k) Profit Sharing Plan at $1M / 2 participants.
- #1,663
- in Finance & Insurance (9,261 peers)
- +34.4%
- assets growth YoY
Identity Financial, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Identity Financial, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,204,088 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Identity Financial, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Identity Financial, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 223933027 · Identity Financial, Inc. PY 2022 · 401(k)
Identity Financial, Inc. 401(k) Profit Sharing Plan · $1M · 2 · 27th
- 5500 $1M
- ASSETS 2
- PCT 27th
- EIN 401(k)
- RANK near Pacific Standard Restaurant Group 401(k) Plan
- PHOTO ind #1663
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 →
Identity Financial, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Identity Financial, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Identity Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 55.18405567669286% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8 | $3M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $2M |
Identity Financial, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $896K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $308K |
| Employer EIN | 223933027 |
| Plan Effective Date | 2006-06-09 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Identity Financial, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Pacific Standard Restaurant Group 401(k) Plan in CA ($1M); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.