401(k) · DOL Form 5500 · 2023

R. Carrie Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$709K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$236,493
Avg per participant Above avg balance/head
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Official DOL plan name: R. Carrie Insurance Agency, Inc. 401(k) Plan · Sponsored by R. Carrie Insurance Agency, Inc. · California · Finance & Insurance

$709K in assets, 3 participants

R. Carrie Insurance Agency, Inc.'s R. Carrie Insurance Agency, Inc. 401(k) Plan reported $709K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,137 in Finance & Insurance (8,869 peers)

R. Carrie Insurance Agency, Inc. multi-year trail

R. Carrie Insurance Agency, Inc.'s plans moved +50.0% in assets from 2022 to 2024; this filing shows R. Carrie Insurance Agency, Inc. 401(k) Plan at $709K / 3 participants.

#1,137
in Finance & Insurance (8,869 peers)
+24.8%
assets growth YoY

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

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

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

$709,478 21st percentile higher than 21% 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

R. Carrie 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. R. Carrie Insurance Agency, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R. Carrie Insurance Agency, Inc. 401(k) Plan reported net income rose from -$92K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • R. Carrie Insurance Agency, Inc. 401(k) Plan end-of-year assets rose from $569K in the plan year 2022 filing to $709K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943259335 · R. Carrie Insurance Agency, Inc. PY 2023 · 401(k)

R. Carrie Insurance Agency, Inc. 401(k) Plan · $709K · 3 · 21st

  • EBSA $709K
  • EBSA 3
  • EBSA 21st
  • EBSA 401(k)
  • EBSA near One Beer at a Time LLC 401(k) Plan
  • EBSA ind #1137

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 →

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

R. Carrie Insurance Agency, Inc. 401(k) PlanR. Carrie Insurance Agency, …$709KOne Beer at a Time LLC 401(k) PlanOne Beer at a Time LLC 401(k…$709KIsland Medical Care LLC 401(k) Profit Sharing Plan & TrustIsland Medical Care LLC 401(…$710K44 Fitness, Inc. 401(k) Profit Sharing Plan44 Fitness, Inc. 401(k) Prof…$710KGagnon Creative Group, Inc. 401(k) PlanGagnon Creative Group, Inc. …$710K
End-of-year total assets ($M) among R. Carrie Insurance Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

R. Carrie Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$853K 49.962891311994376% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.57M $0.85M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 3 $569K
2023 1 3 $709K
2024 1 3 $853K

R. Carrie Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$569K
Net Assets (End of Year)$709K
Net Income$141K
Employer EIN943259335
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

R. Carrie Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants R. Carrie Insurance Agency, Inc. 401(k) Plan, Total assets ($B): 0.000709478 · Participants: 3R. Carrie Insurance Agency, Inc. 401(k) 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
R. Carrie Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare R. Carrie Insurance Agency, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is One Beer at a Time LLC 401(k) Plan in MI ($709K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 R. Carrie Insurance Agency, Inc. 401(k) Plan assets move in 2023? ▼
R. Carrie Insurance Agency, Inc. 401(k) Plan grew sharply - up 24.8% during 2023, from $569K to $709K. Reported net income was $141K.
How have R. Carrie Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. Carrie Insurance Agency, Inc.'s sponsor-wide assets grew 50.0%, from $569K to $853K.
Where does R. Carrie Insurance Agency, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
R. Carrie Insurance Agency, Inc. 401(k) Plan ranks in the 21st 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 R. Carrie Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is One Beer at a Time LLC 401(k) Plan in MI ($709K, 43 participants).
Which 401(k) plans cover a similar participant headcount to R. Carrie Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 943259335.

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.