401(k) · DOL Form 5500 · 2023

Lou Stafford Insurance Agency, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$919,090
Avg per participant High balance/head
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Official DOL plan name: Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan · Sponsored by Lou Stafford Insurance Agency, Inc · Oregon · Finance & Insurance

$3M in assets, 3 participants

Lou Stafford Insurance Agency, Inc's Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan reported $3M in total assets and 3 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.

  • #2,125 in Finance & Insurance (8,869 peers)

Lou Stafford Insurance Agency, Inc multi-year trail

Lou Stafford Insurance Agency, Inc's plans moved +16.3% in assets from 2022 to 2023; this filing shows Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan at $3M / 3 participants.

#2,125
in Finance & Insurance (8,869 peers)
+16.3%
assets growth YoY

Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan vs every filed plan by assets

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

$2,757,271 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

Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit 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. Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan reported net income rose from -$402K in the plan year 2022 filing to $386K in the plan year 2023 filing.
  • Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930701594 · Lou Stafford Insurance Agency, Inc PY 2023 · 401(k)

Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan · $3M · 3 · 35th

  • 5500 $3M
  • 5500 3
  • 5500 35th
  • 5500 401(k)
  • 5500 near Sequans Communications Sa 401(k) Plan
  • 5500 ind #2125

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 Oregon →

Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan in the asset neighbourhood

Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit PlanLou Stafford Insurance Agenc…$3MSequans Communications Sa 401(k) PlanSequans Communications Sa 40…$3MKrystal Restaurants LLC 401(k) PlanKrystal Restaurants LLC 401(…$3MEdgygear Inc. 401 (K) Profit Sharing PlanEdgygear Inc. 401 (K) Profit…$3MSteven K. Urke, C.P.a., P.C. 401(k) PlanSteven K. Urke, C.P.a., P.C.…$3M
End-of-year total assets ($M) among Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lou Stafford Insurance Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lou Stafford Insurance Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.298641755249374% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M 20222023 $2.37M $2.76M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M

Lou Stafford Insurance Agency, Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$386K
Employer EIN930701594
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan, Total assets ($B): 0.002757271 · Participants: 3Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan side-by-side with 3 peers →

Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Sequans Communications Sa 401(k) Plan in MN ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan assets move in 2023? ▼
Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan grew sharply - up 16.3% during 2023, from $2M to $3M. Reported net income was $386K.
How have Lou Stafford Insurance Agency, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lou Stafford Insurance Agency, Inc's sponsor-wide assets grew 16.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sequans Communications Sa 401(k) Plan in MN ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 930701594.

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.