401(k) · DOL Form 5500 · 2023

Giddings Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$286K
Total assets Small plan by assets
11
Participants Small participant base
13th
Percentile by assets National rank
$25,999
Avg per participant Low balance/head
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Official DOL plan name: Giddings Insurance Agency, Inc. Retirement Plan · Sponsored by Giddings Insurance Agency, Inc. · California · Finance & Insurance

$286K in assets, 11 participants

Giddings Insurance Agency, Inc.'s Giddings Insurance Agency, Inc. Retirement Plan reported $286K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

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

Giddings Insurance Agency, Inc. multi-year trail

Giddings Insurance Agency, Inc.'s plans moved +171.5% in assets from 2022 to 2024; this filing shows Giddings Insurance Agency, Inc. Retirement Plan at $286K / 11 participants.

#682
in Finance & Insurance (8,869 peers)
+86.8%
assets growth YoY

Giddings Insurance Agency, Inc. Retirement Plan among the smaller filed plans by assets

Giddings Insurance Agency, Inc. Retirement Plan vs every filed plan by assets

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

$285,989 13th percentile higher than 13% 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

Giddings Insurance Agency, Inc. Retirement 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. Giddings Insurance Agency, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Giddings Insurance Agency, Inc. Retirement Plan end-of-year assets rose from $153K in the plan year 2022 filing to $286K in the plan year 2023 filing.
  • Giddings Insurance Agency, Inc. Retirement Plan reported net income rose from $112K in the plan year 2022 filing to $133K in the plan year 2023 filing.
  • Giddings Insurance Agency, Inc. Retirement Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200643558 · Giddings Insurance Agency, Inc. PY 2023 · 401(k)

Giddings Insurance Agency, Inc. Retirement Plan · $286K · 11 · 13th

  • EBSA $286K
  • EBSA 11
  • EBSA 13th
  • EBSA 401(k)
  • EBSA near Horn Corp. Retirement Plan
  • EBSA ind #682

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 California →

Giddings Insurance Agency, Inc. Retirement Plan in the asset neighbourhood

Giddings Insurance Agency, Inc. Retirement PlanGiddings Insurance Agency, I…$286KHorn Corp. Retirement Plan$286KTaylor USA, Inc. 401(k) Profit Sharing PlanTaylor USA, Inc. 401(k) Prof…$286KHuck Properties, Inc. 401(k) Profit Sharing PlanHuck Properties, Inc. 401(k)…$286KIawl Ventures, Inc. 401(k) Profit Sharing PlanIawl Ventures, Inc. 401(k) P…$286K
End-of-year total assets ($M) among Giddings Insurance Agency, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Giddings Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$416K 171.53243190280227% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.15M $0.42M ▲ +180.0%
Year Plans Participants Total Assets
2022 1 12 $153K
2023 1 11 $286K
2024 1 10 $416K

Giddings Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$153K
Net Assets (End of Year)$286K
Net Income$133K
Employer EIN200643558
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Giddings Insurance Agency, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Giddings Insurance Agency, Inc. Retirement Plan, Total assets ($B): 0.000285989 · Participants: 11Giddings Insurance Agency, Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Giddings Insurance Agency, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Giddings Insurance Agency, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Horn Corp. Retirement Plan in CO ($286K); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Giddings Insurance Agency, Inc. Retirement Plan assets move in 2023? ▼
Giddings Insurance Agency, Inc. Retirement Plan surged - up 86.8% during 2023, from $153K to $286K. Reported net income was $133K.
How have Giddings Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Giddings Insurance Agency, Inc.'s sponsor-wide assets grew 171.5%, from $153K to $416K.
Where does Giddings Insurance Agency, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Giddings Insurance Agency, Inc. Retirement Plan ranks in the 13th 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 Giddings Insurance Agency, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horn Corp. Retirement Plan in CO ($286K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Giddings Insurance Agency, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 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 200643558.

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.