401(k) · DOL Form 5500 · 2023

Gutierrez Family Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$552K
Total assets Small plan by assets
10
Participants Small participant base
19th
Percentile by assets National rank
$55,178
Avg per participant Low balance/head
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Official DOL plan name: Gutierrez Family Agency Retirement Plan · Sponsored by Gutierrez Family Agency, Inc. · Indiana · Finance & Insurance

$552K in assets, 10 participants

Gutierrez Family Agency, Inc.'s Gutierrez Family Agency Retirement Plan reported $552K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,029 in Finance & Insurance (8,869 peers)

Gutierrez Family Agency, Inc. multi-year trail

Gutierrez Family Agency, Inc.'s plans moved +154.0% in assets from 2022 to 2023; this filing shows Gutierrez Family Agency Retirement Plan at $552K / 10 participants.

#1,029
in Finance & Insurance (8,869 peers)
+4.2%
assets growth YoY

Gutierrez Family Agency Retirement Plan among the smaller filed plans by assets

Gutierrez Family Agency Retirement Plan vs every filed plan by assets

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

$551,783 19th percentile higher than 19% 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

Gutierrez Family 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. Gutierrez Family Agency Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gutierrez Family Agency Retirement Plan reported net income fell from $247K in the plan year 2022 filing to $22K in the plan year 2023 filing.
  • Gutierrez Family Agency Retirement Plan end-of-year assets fell from $838K in the plan year 2022 filing to $552K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472136860 · Gutierrez Family Agency, Inc. PY 2023 · 401(k)

Gutierrez Family Agency Retirement Plan · $552K · 10 · 19th

  • RANK $552K
  • PHOTO 10
  • IND 19th
  • EOY 401(k)
  • 5500 near Capistrano Corporation 401(k) Plan
  • ASSETS ind #1029

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 Indiana →

Gutierrez Family Agency Retirement Plan in the asset neighbourhood

Gutierrez Family Agency Retirement PlanGutierrez Family Agency Reti…$552KCapistrano Corporation 401(k) PlanCapistrano Corporation 401(k…$552KRamon Roofing, Inc. Retirement Plan and TrustRamon Roofing, Inc. Retireme…$552KBootleg Bar B Q Co Inc 401(k) Profit Sharing Plan & TrustBootleg Bar B Q Co Inc 401(k…$552KDragone Brothers Retirement PlanDragone Brothers Retirement …$552K
End-of-year total assets ($M) among Gutierrez Family Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gutierrez Family Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gutierrez Family Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 153.9699803960429% vs 2022
2023 filing year
$0.5M$1M$1.5M$2M$2.5M 20222023 $0.84M $2.13M ▲ +153.6%
Year Plans Participants Total Assets
2022 1 10 $838K
2023 3 24 $2M

Gutierrez Family Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$529K
Net Assets (End of Year)$552K
Net Income$22K
Employer EIN472136860
Plan Effective Date2014-10-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Gutierrez Family Agency Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Gutierrez Family Agency Retirement Plan, Total assets ($B): 0.000551783 · Participants: 10Gutierrez Family Agency Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Gutierrez Family Agency Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Gutierrez Family Agency Retirement Plan side-by-side with 3 peers →

Gutierrez Family Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Capistrano Corporation 401(k) Plan in NY ($552K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Gutierrez Family Agency Retirement Plan assets move in 2023? ▼
Gutierrez Family Agency Retirement Plan edged up modestly - up 4.2% during 2023, from $529K to $552K. Reported net income was $22K.
How have Gutierrez Family Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Gutierrez Family Agency, Inc.'s sponsor-wide assets grew 154.0%, from $838K to $2M.
Where does Gutierrez Family Agency Retirement Plan rank by assets among Form 5500 filers? ▼
Gutierrez Family Agency Retirement Plan ranks in the 19th 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 Gutierrez Family Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capistrano Corporation 401(k) Plan in NY ($552K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Gutierrez Family Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 472136860.

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.