401(k) · DOL Form 5500 · 2023

The General Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
10
Participants Small participant base
44th
Percentile by assets National rank
$492,751
Avg per participant High balance/head
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Official DOL plan name: The General Agency, Inc. 401(k) Plan · Sponsored by The General Agency, Inc. · South Carolina · Finance & Insurance

$5M in assets, 10 participants

The General Agency, Inc.'s The General Agency, Inc. 401(k) Plan reported $5M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,764 in Finance & Insurance (8,869 peers)

The General Agency, Inc. multi-year trail

The General Agency, Inc.'s plans moved +20.5% in assets from 2022 to 2024; this filing shows The General Agency, Inc. 401(k) Plan at $5M / 10 participants.

#2,764
in Finance & Insurance (8,869 peers)
+8.9%
assets growth YoY

The General Agency, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The General Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$4,927,506 44th percentile higher than 44% 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

The General 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. The General Agency, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The General Agency, Inc. 401(k) Plan reported net income rose from -$637K in the plan year 2022 filing to $402K in the plan year 2023 filing.
  • The General Agency, Inc. 401(k) Plan reported participants fell from 13 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • The General Agency, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 570726910 · The General Agency, Inc. PY 2023 · 401(k)

The General Agency, Inc. 401(k) Plan · $5M · 10 · 44th

  • VS-ST $5M
  • VS-ST 10
  • VS-ST 44th
  • VS-ST 401(k)
  • VS-ST near Cltf for So. Cal 401(k) Plan
  • VS-ST ind #2764

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 South Carolina →

The General Agency, Inc. 401(k) Plan in the asset neighbourhood

The General Agency, Inc. 401(k) PlanThe General Agency, Inc. 401…$5MCltf for So. Cal 401(k) Plan$5MSEIU Local 200united 401(k) PlanSEIU Local 200united 401(k) …$5MTriangle Credit Union 401(k) Savings PlanTriangle Credit Union 401(k)…$5MBest Energy Services, Inc.$5M
End-of-year total assets ($M) among The General Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The General Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The General Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.529088650346196% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.53M $5.45M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 10 $5M
2024 1 9 $5M

The General Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$402K
Employer EIN570726910
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

The General Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants The General Agency, Inc. 401(k) Plan, Total assets ($B): 0.004927506 · Participants: 10The General Agency, Inc. 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
The General Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare The General Agency, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Cltf for So. Cal 401(k) Plan in CA ($5M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

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 The General Agency, Inc. 401(k) Plan assets move in 2023? ▼
The General Agency, Inc. 401(k) Plan grew at a solid clip - up 8.9% during 2023, from $5M to $5M. Reported net income was $402K.
How have The General Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The General Agency, Inc.'s sponsor-wide assets grew 20.5%, from $5M to $5M.
Which 401(k) plans are similar in size to The General Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cltf for So. Cal 401(k) Plan in CA ($5M, 24 participants).
Which 401(k) plans cover a similar participant headcount to The General Agency, Inc. 401(k) 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 570726910.

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.