401(k) · DOL Form 5500 · 2023

State Fund Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
18
Participants Small participant base
63rd
Percentile by assets National rank
$685,065
Avg per participant High balance/head
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Official DOL plan name: State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by State Fund Insurance Agency, Inc. · Massachusetts · Finance & Insurance

$12M in assets, 18 participants

State Fund Insurance Agency, Inc.'s State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,263 in Finance & Insurance (8,869 peers)

State Fund Insurance Agency, Inc. multi-year trail

State Fund Insurance Agency, Inc.'s plans moved +53.9% in assets from 2022 to 2024; this filing shows State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan at $12M / 18 participants.

#4,263
in Finance & Insurance (8,869 peers)
+27.0%
assets growth YoY

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,331,176 Top 37% higher than 63% 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

State Fund Insurance Agency, Inc. 401(k) Profit Sharing 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. State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan reported participants fell from 20 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043240126 · State Fund Insurance Agency, Inc. PY 2023 · 401(k)

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan · $12M · 18 · 63rd

  • EIN $12M
  • RANK 18
  • PHOTO 63rd
  • IND 401(k)
  • EOY near Viceroy Hotel Management, LLC 401(k) Plan
  • 5500 ind #4263

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 Massachusetts →

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

State Fund Insurance Agency, Inc. 401(k) Profit Sharing PlanState Fund Insurance Agency,…$12MViceroy Hotel Management, LLC 401(k) PlanViceroy Hotel Management, LL…$12MLufthansa Technik North America 401(k) PlanLufthansa Technik North Amer…$12MFranklin Mountain Management, LLC 401(k) PlanFranklin Mountain Management…$12MBriad Affliated Companies 401(k) PlanBriad Affliated Companies 40…$12M
End-of-year total assets ($M) among State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

State Fund Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$15M 53.85534855123285% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.71M $14.9M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 20 $10M
2023 1 18 $12M
2024 1 19 $15M

State Fund Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN043240126
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012331176 · Participants: 18State Fund Insurance Agency, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Viceroy Hotel Management, LLC 401(k) Plan in CA ($12M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan grew sharply - up 27.0% during 2023, from $10M to $12M. Reported net income was $3M.
How have State Fund Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Fund Insurance Agency, Inc.'s sponsor-wide assets grew 53.9%, from $10M to $15M.
Which 401(k) plans are similar in size to State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viceroy Hotel Management, LLC 401(k) Plan in CA ($12M, 283 participants).
Which 401(k) plans cover a similar participant headcount to State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 043240126.

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.