401(k) · DOL Form 5500 · 2023
Layman, Diener, & Borntrager Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $211,917
- Avg per participant Above avg balance/head
Official DOL plan name: Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings · Sponsored by Layman, Diener, & Borntrager Insurance Agency, Inc. · Virginia · Finance & Insurance
$15M in assets, 72 participants
Layman, Diener, & Borntrager Insurance Agency, Inc.'s Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings reported $15M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #4,672 in Finance & Insurance (8,869 peers)
Layman, Diener, & Borntrager Insurance Agency, Inc. multi-year trail
Layman, Diener, & Borntrager Insurance Agency, Inc.'s plans moved +49.7% in assets from 2022 to 2024; this filing shows Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings at $15M / 72 participants.
- #4,672
- in Finance & Insurance (8,869 peers)
- +18.9%
- assets growth YoY
Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings's outsized position by total assets
Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,258,012 Top 32% higher than 68% 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
Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings reported net income rose from -$489K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings reported participants fell from 78 in the plan year 2022 filing to 72 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 540784757 · Layman, Diener, & Borntrager Insurance Agency, Inc. PY 2023 · 401(k)
Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings · $15M · 72 · 68th
- EOY $15M
- 5500 72
- ASSETS 68th
- PCT 401(k)
- EIN near Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.
- RANK ind #4672
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 Virginia →
Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings in the asset neighbourhood
Layman, Diener, & Borntrager Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Layman, Diener, & Borntrager Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 49.656729122149116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $13M |
| 2023 | 1 | 72 | $15M |
| 2024 | 1 | 70 | $19M |
Layman, Diener, & Borntrager Insurance Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 540784757 |
| Plan Effective Date | 1995-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and Savings's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc. in FL ($15M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Gryphon Healthcare 401(k) Plan (TX) 72 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 72 · 0 off
- Jones Energy, LLC Profit Sharing Plan (OK) 72 · 0 off
- Alexza Pharmaceuticals, Inc. 401(k) Plan (CA) 72 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.