401(k) · DOL Form 5500 · 2023

Lowe Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$70,109
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lowe Insurance Agency, Inc. 401(k) Plan · Sponsored by Lowe Insurance Agency, Inc. · Texas · Finance & Insurance

$70K in assets, 1 participants

Lowe Insurance Agency, Inc.'s Lowe Insurance Agency, Inc. 401(k) Plan reported $70K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

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

Lowe Insurance Agency, Inc. multi-year trail

Lowe Insurance Agency, Inc.'s plans moved +57.0% in assets from 2022 to 2024; this filing shows Lowe Insurance Agency, Inc. 401(k) Plan at $70K / 1 participant.

#269
in Finance & Insurance (8,869 peers)
-3.6%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$70,109 5th percentile higher than 5% 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

Lowe 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. Lowe Insurance Agency, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lowe Insurance Agency, Inc. 401(k) Plan reported net income rose from -$10K in the plan year 2022 filing to -$3K in the plan year 2023 filing.
  • Lowe Insurance Agency, Inc. 401(k) Plan end-of-year assets fell from $73K in the plan year 2022 filing to $70K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821446444 · Lowe Insurance Agency, Inc. PY 2023 · 401(k)

Lowe Insurance Agency, Inc. 401(k) Plan · $70K · 1 · 5th

  • PART $70K
  • PART 1
  • PART 5th
  • PART 401(k)
  • PART near Kmj Enterprises LLC 401 (K) Profit Sharing Plan &
  • PART ind #269

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 →

Lowe Insurance Agency, Inc. 401(k) Plan in the asset neighbourhood

Lowe Insurance Agency, Inc. 401(k) PlanLowe Insurance Agency, Inc. …$70KKmj Enterprises LLC 401 (K) Profit Sharing Plan &Kmj Enterprises LLC 401 (K) …$70KKimco Insurance Services Retirement PlanKimco Insurance Services Ret…$70KRemedy Home Health, Inc. 401(k) PlanRemedy Home Health, Inc. 401…$70KChicarelli Productions Inc. 401(k) Profit Sharing PlanChicarelli Productions Inc. …$70K
End-of-year total assets ($M) among Lowe Insurance Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lowe Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$114K 56.96247799295775% vs 2022
2024 filing year
$0.06M$0.08M$0.1M$0.12M 202220232024 $0.07M $0.11M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 1 $73K
2023 1 1 $70K
2024 1 1 $114K

Lowe Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$73K
Net Assets (End of Year)$70K
Net Income-$3K
Employer EIN821446444
Plan Effective Date2017-05-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lowe Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lowe Insurance Agency, Inc. 401(k) Plan, Total assets ($B): 0.000070109 · Participants: 1Lowe Insurance Agency, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lowe Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lowe Insurance Agency, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Kmj Enterprises LLC 401 (K) Profit Sharing Plan & in PA ($70K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Lowe Insurance Agency, Inc. 401(k) Plan assets move in 2023? ▼
Lowe Insurance Agency, Inc. 401(k) Plan edged down modestly - down 3.6% during 2023, from $73K to $70K. Reported net income was -$3K.
How have Lowe Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowe Insurance Agency, Inc.'s sponsor-wide assets grew 57.0%, from $73K to $114K.
Where does Lowe Insurance Agency, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lowe Insurance Agency, Inc. 401(k) Plan ranks in the 5th 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 Lowe Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kmj Enterprises LLC 401 (K) Profit Sharing Plan & in PA ($70K, 26 participants).
Which 401(k) plans cover a similar participant headcount to Lowe Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 821446444.

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.