401(k) · DOL Form 5500 · 2023
The Millican Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $179K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $44,729
- Avg per participant Low balance/head
Official DOL plan name: The Millican Insurance Agency Retirement Plan · Sponsored by The Millican Insurance Agency, Inc. · Texas · Finance & Insurance
$179K in assets, 4 participants
The Millican Insurance Agency, Inc.'s The Millican Insurance Agency Retirement Plan reported $179K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #519 in Finance & Insurance (8,869 peers)
The Millican Insurance Agency, Inc. multi-year trail
The Millican Insurance Agency, Inc.'s plans moved +39.1% in assets from 2022 to 2024; this filing shows The Millican Insurance Agency Retirement Plan at $179K / 4 participants.
- #519
- in Finance & Insurance (8,869 peers)
- -34.3%
- assets change YoY
The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Millican Insurance Agency Retirement Plan among the smaller filed plans by assets
The Millican Insurance Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$178,917 10th percentile higher than 10% 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
The Millican Insurance Agency 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. The Millican Insurance Agency Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Millican Insurance Agency Retirement Plan reported net income fell from -$12K in the plan year 2022 filing to -$93K in the plan year 2023 filing.
- The Millican Insurance Agency Retirement Plan end-of-year assets fell from $272K in the plan year 2022 filing to $179K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 851278749 · The Millican Insurance Agency, Inc. PY 2023 · 401(k)
The Millican Insurance Agency Retirement Plan · $179K · 4 · 10th
- VS-ST $179K
- BOY 4
- SCH 10th
- EBSA 401(k)
- PART near Bella Rose Farm, Inc. 401(k) Profit Sharing Plan
- TYPE ind #519
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 Texas →
The Millican Insurance Agency Retirement Plan in the asset neighbourhood
The Millican Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Millican Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $379K 39.11608578497955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $272K |
| 2023 | 1 | 4 | $179K |
| 2024 | 1 | 3 | $379K |
The Millican Insurance Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $272K |
|---|---|
| Net Assets (End of Year) | $179K |
| Net Income | -$93K |
| Employer EIN | 851278749 |
| Plan Effective Date | 2020-06-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
The Millican Insurance Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Bella Rose Farm, Inc. 401(k) Profit Sharing Plan in IL ($179K); 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 ($179K here).
- Bella Rose Farm, Inc. 401(k) Profit Sharing Plan (IL) $179K · 3
- Glowing Minds Corp. 401(k) Plan (CA) $179K · N/A
- Rcm Signs Inc 401(k) Profit Sharing Plan (PA) $179K · 1
- Do Better Business Co. 401(k) Plan (MI) $179K · N/A
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.