Profit Sharing · DOL Form 5500 · 2023

R. W. Aiken Insurance Agency, Inc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$824,390
Avg per participant High balance/head
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Official DOL plan name: R W Aiken Insurance Agency, Inc. Profit Sharing Plan · Sponsored by R. W. Aiken Insurance Agency, Inc · Mississippi · Finance & Insurance

$5M in assets, 6 participants

R. W. Aiken Insurance Agency, Inc's R W Aiken Insurance Agency, Inc. Profit Sharing Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,769 in Finance & Insurance (8,869 peers)

R. W. Aiken Insurance Agency, Inc multi-year trail

R. W. Aiken Insurance Agency, Inc's plans moved +44.5% in assets from 2022 to 2024; this filing shows R W Aiken Insurance Agency, Inc. Profit Sharing Plan at $5M / 6 participants.

#2,769
in Finance & Insurance (8,869 peers)
+19.9%
assets growth YoY

R W Aiken Insurance Agency, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

R W Aiken Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,946,342 44th percentile higher than 44% 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

R W Aiken Insurance Agency, Inc. Profit Sharing 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. R W Aiken Insurance Agency, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R W Aiken Insurance Agency, Inc. Profit Sharing Plan reported net income rose from -$530K in the plan year 2022 filing to $820K in the plan year 2023 filing.
  • R W Aiken Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640299595 · R. W. Aiken Insurance Agency, Inc PY 2023 · Profit Sharing

R W Aiken Insurance Agency, Inc. Profit Sharing Plan · $5M · 6 · 44th

  • EIN $5M
  • EIN 6
  • EIN 44th
  • EIN Profit Sharing
  • EIN near Crown Castle Puerto Rico 1165 (E) Plan
  • EIN ind #2769

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 Mississippi →

R W Aiken Insurance Agency, Inc. Profit Sharing Plan in the asset neighbourhood

R W Aiken Insurance Agency, Inc. Profit Sharing PlanR W Aiken Insurance Agency, …$5MCrown Castle Puerto Rico 1165 (E) PlanCrown Castle Puerto Rico 116…$5MGreater Elgin Pain Management Consultants S.C. 401(k) Profit Sharing Plan and TrustGreater Elgin Pain Managemen…$5MKarl a. Schulz, M.D., Apc Profit Sharing PlanKarl a. Schulz, M.D., Apc Pr…$5MAmerican Demolition Corporation Profit Sharing Plan and TrustAmerican Demolition Corporat…$5M
End-of-year total assets ($M) among R W Aiken Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

R. W. Aiken Insurance Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All R. W. Aiken Insurance Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.45456131762243% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.13M $5.96M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $5M
2024 1 7 $6M

R. W. Aiken Insurance Agency, Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$820K
Employer EIN640299595
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

R W Aiken Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants R W Aiken Insurance Agency, Inc. Profit Sharing Plan, Total assets ($M): 4.946342 · Participants: 6R W Aiken Insurance Agency, Inc. Profit Sharing PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 334.531613 · Participants: 7302North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 32.356191 · Participants: 1515Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 27.510915 · Participants: 332Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 20.038729 · Participants: 783Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 15.475196 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
R W Aiken Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare R W Aiken Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

R W Aiken Insurance Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Crown Castle Puerto Rico 1165 (E) Plan in PA ($5M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 R W Aiken Insurance Agency, Inc. Profit Sharing Plan assets move in 2023? ▼
R W Aiken Insurance Agency, Inc. Profit Sharing Plan grew sharply - up 19.9% during 2023, from $4M to $5M. Reported net income was $820K.
How have R. W. Aiken Insurance Agency, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. W. Aiken Insurance Agency, Inc's sponsor-wide assets grew 44.5%, from $4M to $6M.
Which Profit Sharing plans are similar in size to R W Aiken Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Crown Castle Puerto Rico 1165 (E) Plan in PA ($5M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to R W Aiken Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 640299595.

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.