401(k) · DOL Form 5500 · 2023

Texas Wasatch Insurance Services, L.P. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
911
Participants Near avg headcount
76th
Percentile by assets National rank
$26,463
Avg per participant Low balance/head
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Official DOL plan name: Goosehead Insurance 401(k) Plan · Sponsored by Texas Wasatch Insurance Services, L.P. · Texas · Finance & Insurance

$24M in assets, 911 participants

Texas Wasatch Insurance Services, L.P.'s Goosehead Insurance 401(k) Plan reported $24M in total assets and 911 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,639 in Finance & Insurance (8,869 peers)

Where Goosehead Insurance 401(k) Plan sits by assets

Goosehead Insurance 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 911 participants (~$26,463/participant), up 36.0% in 2023.

#5,639
in Finance & Insurance (8,869 peers)
+36.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Goosehead Insurance 401(k) Plan's outsized position by total assets

Goosehead Insurance 401(k) Plan vs every filed plan by assets

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

$24,107,499 Top 24% higher than 76% 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

Goosehead Insurance 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. Goosehead Insurance 401(k) Plan sits mid-pack in the medium band (911 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Goosehead Insurance 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Goosehead Insurance 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Goosehead Insurance 401(k) Plan reported participants rose from 793 in the plan year 2022 filing to 911 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 743107166 · Texas Wasatch Insurance Services, L.P. PY 2023 · 401(k)

Goosehead Insurance 401(k) Plan · $24M · 911 · 76th

  • PHOTO $24M
  • IND 911
  • EOY 76th
  • 5500 401(k)
  • ASSETS near J. W. Nutt Company 401(k) Plan
  • PCT ind #5639

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 Texas →

Goosehead Insurance 401(k) Plan in the asset neighbourhood

Goosehead Insurance 401(k) PlanGoosehead Insurance 401(k) P…$24MJ. W. Nutt Company 401(k) PlanJ. W. Nutt Company 401(k) Pl…$24MHormann LLC Employees Salary Savings PlanHormann LLC Employees Salary…$24MHandel Architects LLP 401(k) Profit Sharing PlanHandel Architects LLP 401(k)…$24MBirch Family Services Retirement PlanBirch Family Services Retire…$24M
End-of-year total assets ($M) among Goosehead Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN743107166
Plan Effective Date2006-04-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Wasatch Insurance Services, L.P.)

Sponsor-wide plan assets over time

All Texas Wasatch Insurance Services, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 72.21884363067508% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.7M $30.5M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 793 $18M
2023 1 911 $24M
2024 1 1,632 $31M

Nearby 401(k) Plans in Texas

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

Goosehead Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Goosehead Insurance 401(k) Plan, Total assets ($B): 0.024107499 · Participants: 911Goosehead Insurance 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Goosehead Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Goosehead Insurance 401(k) Plan side-by-side with 3 peers →

Goosehead Insurance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is J. W. Nutt Company 401(k) Plan in AR ($24M); by covered participants it is Bryant University 403(b) Retirement Plan in RI (911 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (911 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 Goosehead Insurance 401(k) Plan assets move in 2023? ▼
Goosehead Insurance 401(k) Plan surged - up 36.0% during 2023, from $18M to $24M. Reported net income was $6M.
How have Texas Wasatch Insurance Services, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Wasatch Insurance Services, L.P.'s sponsor-wide assets grew 72.2%, from $18M to $31M.
Where does Goosehead Insurance 401(k) Plan rank by assets among Form 5500 filers? ▼
Goosehead Insurance 401(k) Plan ranks in the 76th 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 Goosehead Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J. W. Nutt Company 401(k) Plan in AR ($24M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Goosehead Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryant University 403(b) Retirement Plan in RI (911 participants, $293M 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 743107166.

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.