401(k) · DOL Form 5500 · 2023

Jack a Socher Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
34
Participants Small participant base
35th
Percentile by assets National rank
$81,780
Avg per participant Below avg balance/head
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Official DOL plan name: Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Jack a Socher Insurance Agency, Inc. · California · Finance & Insurance

$3M in assets, 34 participants

Jack a Socher Insurance Agency, Inc.'s Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,131 in Finance & Insurance (8,869 peers)

Jack a Socher Insurance Agency, Inc. multi-year trail

Jack a Socher Insurance Agency, Inc.'s plans moved +26.2% in assets from 2023 to 2024; this filing shows Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust at $3M / 34 participants.

#2,131
in Finance & Insurance (8,869 peers)
+36.6%
assets growth YoY

Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,780,535 35th percentile higher than 35% 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

Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust is a small filing (34 participants) on this national headcount ladder.

DOL schedule card

Filing strip 943040963 · Jack a Socher Insurance Agency, Inc. PY 2023 · 401(k)

Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust · $3M · 34 · 35th

  • BOOK $3M
  • BOOK 34
  • BOOK 35th
  • BOOK 401(k)
  • BOOK near Healthier Choices Management C 401(k) Profit Sharing Plan & Trust
  • BOOK ind #2131

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 →

Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Socher Ins Agency Inc 401(k) Profit Sharing Plan and TrustSocher Ins Agency Inc 401(k)…$3MHealthier Choices Management C 401(k) Profit Sharing Plan & TrustHealthier Choices Management…$3MLife of Amusement, Inc. 401(k) PlanLife of Amusement, Inc. 401(…$3MWb Waste Solutions 401(k) Profit Sharing Plan & TrustWb Waste Solutions 401(k) Pr…$3MShelby Foods 401(k) Profit Sharing PlanShelby Foods 401(k) Profit S…$3M
End-of-year total assets ($M) among Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jack a Socher Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jack a Socher Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.244265941626345% vs 2023
2024 filing year
$2.5M$3M$3.5M$4M 20232024 $2.78M $3.51M ▲ +26.3%
Year Plans Participants Total Assets
2023 1 34 $3M
2024 1 35 $4M

Jack a Socher Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$745K
Employer EIN943040963
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002780535 · Participants: 34Socher Ins Agency Inc 401(k) Profit Sharing Plan and TrustWells 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
Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Healthier Choices Management C 401(k) Profit Sharing Plan & Trust in FL ($3M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust surged - up 36.6% during 2023, from $2M to $3M. Reported net income was $745K.
How have Jack a Socher Insurance Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jack a Socher Insurance Agency, Inc.'s sponsor-wide assets grew 26.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Healthier Choices Management C 401(k) Profit Sharing Plan & Trust in FL ($3M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Socher Ins Agency Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 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 943040963.

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.