401(k) · DOL Form 5500 · 2023
Homeowners Insurance Agency in 401(k) Plan
Data updated 2026-08-25
- $864K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $216,098
- Avg per participant Above avg balance/head
Official DOL plan name: Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust · Sponsored by Homeowners Insurance Agency in · Oklahoma · Finance & Insurance
$864K in assets, 4 participants
Homeowners Insurance Agency in's Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust reported $864K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,251 in Finance & Insurance (8,869 peers)
2023 asset change
Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust grew sharply 23.2% in 2023 ($702K → $864K) for 4 participants.
- #1,251
- in Finance & Insurance (8,869 peers)
- +23.2%
- assets growth YoY
Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$864,393 22nd percentile higher than 22% 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
Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 030482788 · Homeowners Insurance Agency in PY 2023 · 401(k)
Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust · $864K · 4 · 22nd
- PART $864K
- TYPE 4
- NET 22nd
- BOOK 401(k)
- VS-ST near North County Internists Medica 401(k) Profit Sharing Plan & Trust
- BOY ind #1251
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 Oklahoma →
Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $702K |
|---|---|
| Net Assets (End of Year) | $864K |
| Net Income | $163K |
| Employer EIN | 030482788 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Homeowners Insurance Agency in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is North County Internists Medica 401(k) Profit Sharing Plan & Trust in CA ($864K); 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 ($864K here).
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.