401(k) · DOL Form 5500 · 2023

Iott Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
23
Participants Small participant base
51st
Percentile by assets National rank
$300,575
Avg per participant High balance/head
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Official DOL plan name: Iott Insurance Agency, Inc. 401(k) Savings Plan · Sponsored by Iott Insurance Agency, Inc. · Michigan · Finance & Insurance

$7M in assets, 23 participants

Iott Insurance Agency, Inc.'s Iott Insurance Agency, Inc. 401(k) Savings Plan reported $7M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,226 in Finance & Insurance (8,869 peers)

Iott Insurance Agency, Inc. multi-year trail

Iott Insurance Agency, Inc.'s plans moved +37.0% in assets from 2022 to 2024; this filing shows Iott Insurance Agency, Inc. 401(k) Savings Plan at $7M / 23 participants.

#3,226
in Finance & Insurance (8,869 peers)
+18.5%
assets growth YoY

Iott Insurance Agency, Inc. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Iott Insurance Agency, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$6,913,218 Top 49% higher than 51% 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

Iott Insurance Agency, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iott Insurance Agency, Inc. 401(k) Savings Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iott Insurance Agency, Inc. 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Iott Insurance Agency, Inc. 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Iott Insurance Agency, Inc. 401(k) Savings Plan reported participants fell from 26 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381946605 · Iott Insurance Agency, Inc. PY 2023 · 401(k)

Iott Insurance Agency, Inc. 401(k) Savings Plan · $7M · 23 · 51st

  • PART $7M
  • PART 23
  • PART 51st
  • PART 401(k)
  • PART near Town Square Mortgage & Investments, LLC 401(k) Plan
  • PART ind #3226

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 Michigan →

Iott Insurance Agency, Inc. 401(k) Savings Plan in the asset neighbourhood

Iott Insurance Agency, Inc. 401(k) Savings PlanIott Insurance Agency, Inc. …$7MTown Square Mortgage & Investments, LLC 401(k) PlanTown Square Mortgage & Inves…$7MHoff Companies 401(k) Plan$7MHygieneering, Inc. 401(k) PlanHygieneering, Inc. 401(k) Pl…$7MAma Transportation Co., Inc. 401(k) Profit Sharing PlanAma Transportation Co., Inc.…$7M
End-of-year total assets ($M) among Iott Insurance Agency, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iott Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Iott Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.043003023729085% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.84M $8M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 26 $6M
2023 1 23 $7M
2024 1 25 $8M

Iott Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN381946605
Plan Effective Date1973-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Iott Insurance Agency, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Iott Insurance Agency, Inc. 401(k) Savings Plan, Total assets ($B): 0.006913218 · Participants: 23Iott Insurance Agency, Inc. 401(k) Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Iott Insurance Agency, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Iott Insurance Agency, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Iott Insurance Agency, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Town Square Mortgage & Investments, LLC 401(k) Plan in TX ($7M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Iott Insurance Agency, Inc. 401(k) Savings Plan assets move in 2023? ▼
Iott Insurance Agency, Inc. 401(k) Savings Plan grew sharply - up 18.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Iott Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iott Insurance Agency, Inc.'s sponsor-wide assets grew 37.0%, from $6M to $8M.
Which 401(k) plans are similar in size to Iott Insurance Agency, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Town Square Mortgage & Investments, LLC 401(k) Plan in TX ($7M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Iott Insurance Agency, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 381946605.

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.