401(k) · DOL Form 5500 · 2023
Joan Burkett, LLC Dba Insurance Town and Country 401(k) Plan
Data updated 2026-08-25
- $400K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $133,312
- Avg per participant Near avg balance/head
Official DOL plan name: Insurance Town and Country Retirement Plan · Sponsored by Joan Burkett, LLC Dba Insurance Town and Country · Colorado · Finance & Insurance
$400K in assets, 3 participants
Joan Burkett, LLC Dba Insurance Town and Country's Insurance Town and Country Retirement Plan reported $400K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #845 in Finance & Insurance (8,869 peers)
2023 asset change
Insurance Town and Country Retirement Plan grew at a solid clip 8.1% in 2023 ($370K → $400K) for 3 participants.
- #845
- in Finance & Insurance (8,869 peers)
- +8.1%
- assets growth YoY
Insurance Town and Country Retirement Plan among the smaller filed plans by assets
Insurance Town and Country Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$399,935 16th percentile higher than 16% 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
Insurance Town and Country 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. Insurance Town and Country Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insurance Town and Country Retirement Plan reported net income rose from -$70K in the plan year 2022 filing to $30K in the plan year 2023 filing.
- Insurance Town and Country Retirement Plan end-of-year assets rose from $370K in the plan year 2022 filing to $400K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 841458050 · Joan Burkett, LLC Dba Insurance Town and Country PY 2023 · 401(k)
Insurance Town and Country Retirement Plan · $400K · 3 · 16th
- EOY $400K
- 5500 3
- ASSETS 16th
- PCT 401(k)
- EIN near Omaajaya, Inc. 401(k) Plan
- RANK ind #845
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 →
Insurance Town and Country Retirement Plan in the asset neighbourhood
Joan Burkett, LLC Dba Insurance Town and Country years around the 2023 move
Sponsor-wide plan assets over time
All Joan Burkett, LLC Dba Insurance Town and Country plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $370K |
| 2023 | 1 | 3 | $400K |
| 2024 | 1 | 3 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $370K |
|---|---|
| Net Assets (End of Year) | $400K |
| Net Income | $30K |
| Employer EIN | 841458050 |
| Plan Effective Date | 2012-04-15 |
| 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
Insurance Town and Country Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Omaajaya, Inc. 401(k) Plan in NC ($400K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($400K here).
- Omaajaya, Inc. 401(k) Plan (NC) $400K · 4
- Alshamy Inc 401(k) Plan (CA) $400K · 6
- Wisdom Financial Group, Inc. 401(k) Plan (MI) $400K · 1
- K&r Rayborn Family Retirement Plan (TX) $400K · 1
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.