401(k) · DOL Form 5500 · 2023

Gibson Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
152
Participants Small participant base
80th
Percentile by assets National rank
$210,282
Avg per participant Above avg balance/head
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Official DOL plan name: Gibson Insurance Agency, Inc. 401(k) Plan · Sponsored by Gibson Insurance Agency, Inc. · Indiana · Finance & Insurance

$32M in assets, 152 participants

Gibson Insurance Agency, Inc.'s Gibson Insurance Agency, Inc. 401(k) Plan reported $32M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,170 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Gibson Insurance Agency, Inc. 401(k) Plan covers 152 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $32M.

#6,170
in Finance & Insurance (8,869 peers)
+17.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gibson Insurance Agency, Inc. 401(k) Plan's outsized position by total assets

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

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

$31,962,875 Top 20% higher than 80% 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

Gibson Insurance Agency, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gibson Insurance Agency, Inc. 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gibson Insurance Agency, Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Gibson Insurance Agency, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Gibson Insurance Agency, Inc. 401(k) Plan reported participants rose from 149 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351116724 · Gibson Insurance Agency, Inc. PY 2023 · 401(k)

Gibson Insurance Agency, Inc. 401(k) Plan · $32M · 152 · 80th

  • EIN $32M
  • RANK 152
  • PHOTO 80th
  • IND 401(k)
  • EOY near Oxford Development Company 401(k) Profit Sharing P
  • 5500 ind #6170

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 →

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

Northern Refrigerated Transportation, Inc. 401(k) Profit Sharing PlanNorthern Refrigerated Transp…$32MAlclear, LLC 401(k) Plan$32MYipit, LLC 401(k) Plan$32MGibson Insurance Agency, Inc. 401(k) PlanGibson Insurance Agency, Inc…$32MOxford Development Company 401(k) Profit Sharing POxford Development Company 4…$32M
End-of-year total assets ($M) among Gibson Insurance Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN351116724
Plan Effective Date1972-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Gibson Insurance Agency, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$64M 34.2664768559599% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $47.4M $63.6M ▲ +34.3%
Year Plans Participants Total Assets
2022 2 286 $47M
2023 2 295 $55M
2024 2 336 $64M

Nearby 401(k) Plans in Indiana

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

Gibson Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Gibson Insurance Agency, Inc. 401(k) Plan, Total assets ($B): 0.031962875 · Participants: 152Gibson Insurance Agency, Inc. 401(k) 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
Gibson Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Gibson Insurance Agency, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Oxford Development Company 401(k) Profit Sharing P in PA ($32M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Gibson Insurance Agency, Inc. 401(k) Plan assets move in 2023? ▼
Gibson Insurance Agency, Inc. 401(k) Plan grew sharply - up 17.9% during 2023, from $27M to $32M. Reported net income was $5M.
How have Gibson Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gibson Insurance Agency, Inc.'s sponsor-wide assets grew 34.3%, from $47M to $64M.
Where does Gibson Insurance Agency, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Gibson Insurance Agency, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gibson Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oxford Development Company 401(k) Profit Sharing P in PA ($32M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Gibson Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 351116724.

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.