401(k) · DOL Form 5500 · 2023

Rod C. Chew Insurance Agency, Inc 401(k) Plan

Data updated 2026-08-25

$793K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$132,153
Avg per participant Near avg balance/head
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Official DOL plan name: Rod C. Chew Insurance Agency, Inc 401(k) Plan · Sponsored by Rod C. Chew Insurance Agency, Inc · Oklahoma · Finance & Insurance

$793K in assets, 6 participants

Rod C. Chew Insurance Agency, Inc's Rod C. Chew Insurance Agency, Inc 401(k) Plan reported $793K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,200 in Finance & Insurance (8,869 peers)

Rod C. Chew Insurance Agency, Inc multi-year trail

Rod C. Chew Insurance Agency, Inc's plans moved +37.6% in assets from 2022 to 2024; this filing shows Rod C. Chew Insurance Agency, Inc 401(k) Plan at $793K / 6 participants.

#1,200
in Finance & Insurance (8,869 peers)
+25.3%
assets growth YoY

Rod C. Chew Insurance Agency, Inc 401(k) Plan among the smaller filed plans by assets

Rod C. Chew Insurance Agency, Inc 401(k) Plan vs every filed plan by assets

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

$792,916 22nd percentile higher than 22% 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

Rod C. Chew Insurance Agency, Inc 401(k) 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. Rod C. Chew Insurance Agency, Inc 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rod C. Chew Insurance Agency, Inc 401(k) Plan reported net income rose from $47K in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • Rod C. Chew Insurance Agency, Inc 401(k) Plan end-of-year assets rose from $633K in the plan year 2022 filing to $793K in the plan year 2023 filing.
  • Rod C. Chew Insurance Agency, Inc 401(k) Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 743079500 · Rod C. Chew Insurance Agency, Inc PY 2023 · 401(k)

Rod C. Chew Insurance Agency, Inc 401(k) Plan · $793K · 6 · 22nd

  • VS-ST $793K
  • BOY 6
  • SCH 22nd
  • EBSA 401(k)
  • PART near Golden Touch Home Health Retirement Plan
  • TYPE ind #1200

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 Oklahoma →

Rod C. Chew Insurance Agency, Inc 401(k) Plan in the asset neighbourhood

Rod C. Chew Insurance Agency, Inc 401(k) PlanRod C. Chew Insurance Agency…$793KGolden Touch Home Health Retirement PlanGolden Touch Home Health Ret…$793KMgn Tax & Advisory Group 401(k) PlanMgn Tax & Advisory Group 401…$793KBlufox Mobile 401(k) Plan$793KAll His Corp. 401(k) Plan$793K
End-of-year total assets ($M) among Rod C. Chew Insurance Agency, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rod C. Chew Insurance Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Rod C. Chew Insurance Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$870K 37.58404430521794% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.63M $0.87M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 7 $633K
2023 1 6 $793K
2024 1 6 $870K

Rod C. Chew Insurance Agency, Inc filing trail (2023)

Total Assets (Beginning of Year)$633K
Net Assets (End of Year)$793K
Net Income$160K
Employer EIN743079500
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Rod C. Chew Insurance Agency, Inc 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Rod C. Chew Insurance Agency, Inc 401(k) Plan, Total assets ($B): 0.000792916 · Participants: 6Rod C. Chew Insurance Agency, Inc 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Rod C. Chew Insurance Agency, Inc 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Rod C. Chew Insurance Agency, Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Golden Touch Home Health Retirement Plan in NY ($793K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($793K here).

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 Rod C. Chew Insurance Agency, Inc 401(k) Plan assets move in 2023? ▼
Rod C. Chew Insurance Agency, Inc 401(k) Plan grew sharply - up 25.3% during 2023, from $633K to $793K. Reported net income was $160K.
How have Rod C. Chew Insurance Agency, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rod C. Chew Insurance Agency, Inc's sponsor-wide assets grew 37.6%, from $633K to $870K.
Where does Rod C. Chew Insurance Agency, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Rod C. Chew Insurance Agency, Inc 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rod C. Chew Insurance Agency, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Touch Home Health Retirement Plan in NY ($793K, 3,792 participants).
Which 401(k) plans cover a similar participant headcount to Rod C. Chew Insurance Agency, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 743079500.

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.