401(k) · DOL Form 5500 · 2023
Mynde Kessler Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $175K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $174,867
- Avg per participant Above avg balance/head
Official DOL plan name: Mynde Kessler Insurance Agency Retirement Plan · Sponsored by Mynde Kessler Insurance Agency, Inc. · Texas · Finance & Insurance
$175K in assets, 1 participants
Mynde Kessler Insurance Agency, Inc.'s Mynde Kessler Insurance Agency Retirement Plan reported $175K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #507 in Finance & Insurance (8,869 peers)
2023 asset change
Mynde Kessler Insurance Agency Retirement Plan contracted severely 32.2% in 2023 ($258K → $175K) for 1 participant.
- #507
- in Finance & Insurance (8,869 peers)
- -32.2%
- assets change YoY
The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mynde Kessler Insurance Agency Retirement Plan among the smaller filed plans by assets
Mynde Kessler Insurance Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$174,867 10th percentile higher than 10% 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
Mynde Kessler Insurance Agency Retirement 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. Mynde Kessler Insurance Agency Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mynde Kessler Insurance Agency Retirement Plan reported net income fell from -$20K in the plan year 2022 filing to -$83K in the plan year 2023 filing.
- Mynde Kessler Insurance Agency Retirement Plan end-of-year assets fell from $258K in the plan year 2022 filing to $175K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 824186405 · Mynde Kessler Insurance Agency, Inc. PY 2023 · 401(k)
Mynde Kessler Insurance Agency Retirement Plan · $175K · 1 · 10th
- EOY $175K
- 5500 1
- ASSETS 10th
- PCT 401(k)
- EIN near Starr Restaurants 401(k) Plan
- RANK ind #507
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 →
Mynde Kessler Insurance Agency Retirement Plan in the asset neighbourhood
Mynde Kessler Insurance Agency, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Mynde Kessler Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $235K 9.09178972330178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $258K |
| 2023 | 1 | 1 | $175K |
| 2024 | 1 | 1 | $235K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $258K |
|---|---|
| Net Assets (End of Year) | $175K |
| Net Income | -$83K |
| Employer EIN | 824186405 |
| Plan Effective Date | 2018-01-29 |
| 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 $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Mynde Kessler Insurance Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Starr Restaurants 401(k) Plan in PA ($175K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($175K here).
- Starr Restaurants 401(k) Plan (PA) $175K · 3,338
- Mid South Desserts Inc 401(k) Plan (TN) $175K · N/A
- Rock Dog, Inc. 401(k) Profit Sharing Plan (SC) $175K · 1
- Stellalife Psp & 401(k) Plan & Trust (FL) $175K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.