401(k) · DOL Form 5500 · 2023
Byrd Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $71K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $17,668
- Avg per participant Low balance/head
Official DOL plan name: Big Red Insurance Retirement Plan · Sponsored by Byrd Insurance Agency, Inc. · Colorado · Finance & Insurance
$71K in assets, 4 participants
Byrd Insurance Agency, Inc.'s Big Red Insurance Retirement Plan reported $71K in total assets and 4 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.
- #273 in Finance & Insurance (8,869 peers)
Byrd Insurance Agency, Inc. multi-year trail
Byrd Insurance Agency, Inc.'s plans moved +246.9% in assets from 2022 to 2024; this filing shows Big Red Insurance Retirement Plan at $71K / 4 participants.
- #273
- in Finance & Insurance (8,869 peers)
- +19.9%
- assets growth YoY
Big Red Insurance Retirement Plan among the smaller filed plans by assets
Big Red Insurance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$70,671 5th percentile higher than 5% 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
Big Red Insurance 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. Big Red Insurance Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Big Red Insurance Retirement Plan reported net income fell from $25K in the plan year 2022 filing to $12K in the plan year 2023 filing.
- Big Red Insurance Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Big Red Insurance Retirement Plan end-of-year assets rose from $59K in the plan year 2022 filing to $71K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 813540333 · Byrd Insurance Agency, Inc. PY 2023 · 401(k)
Big Red Insurance Retirement Plan · $71K · 4 · 5th
- EIN $71K
- EIN 4
- EIN 5th
- EIN 401(k)
- EIN near Cannata Enterprises Inc Profit Sharing Plan
- EIN ind #273
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 Colorado →
Big Red Insurance Retirement Plan in the asset neighbourhood
Byrd Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Byrd Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $204K 246.90077735157337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $59K |
| 2023 | 1 | 4 | $71K |
| 2024 | 1 | 3 | $204K |
Byrd Insurance Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $59K |
|---|---|
| Net Assets (End of Year) | $71K |
| Net Income | $12K |
| Employer EIN | 813540333 |
| Plan Effective Date | 2016-08-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Big Red Insurance Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Cannata Enterprises Inc Profit Sharing Plan in TN ($71K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.