401(k) · DOL Form 5500 · 2023

Rountree & Brady Insurance Agency, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
35th
Percentile by assets National rank
$325,392
Avg per participant High balance/head
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Official DOL plan name: Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan · Sponsored by Rountree & Brady Insurance Agency, LLC · Georgia · Finance & Insurance

$3M in assets, 9 participants

Rountree & Brady Insurance Agency, LLC's Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan reported $3M in total assets and 9 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.

  • #2,171 in Finance & Insurance (8,869 peers)

Rountree & Brady Insurance Agency, LLC multi-year trail

Rountree & Brady Insurance Agency, LLC's plans moved +33.3% in assets from 2022 to 2024; this filing shows Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan at $3M / 9 participants.

#2,171
in Finance & Insurance (8,869 peers)
+19.7%
assets growth YoY

Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan's mid-pack asset rank among Finance & Insurance and all filers

Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan vs every filed plan by assets

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

$2,928,526 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

Rountree & Brady Insurance Agency, LLC Employees' Incentive 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. Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan reported net income rose from -$314K in the plan year 2022 filing to $482K in the plan year 2023 filing.
  • Rountree & Brady Insurance Agency, LLC Employees' Incentive 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 →

Published 5500 schedule card

Filing strip 364918076 · Rountree & Brady Insurance Agency, LLC PY 2023 · 401(k)

Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan · $3M · 9 · 35th

  • PART $3M
  • PART 9
  • PART 35th
  • PART 401(k)
  • PART near Concerted Care Group 401(k) Plan
  • PART ind #2171

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 Georgia →

Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan in the asset neighbourhood

Rountree & Brady Insurance Agency, LLC Employees' Incentive PlanRountree & Brady Insurance A…$3MConcerted Care Group 401(k) PlanConcerted Care Group 401(k) …$3MClark Pacific Union 401(k) PlanClark Pacific Union 401(k) P…$3MThe Lee Manor 401(k) Plan$3MAir Co. Ltd. 401(k) Plan$3M
End-of-year total assets ($M) among Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rountree & Brady Insurance Agency, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rountree & Brady Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.28038742345256% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.45M $3.26M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $3M
2024 1 7 $3M

Rountree & Brady Insurance Agency, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$482K
Employer EIN364918076
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan, Total assets ($B): 0.002928526 · Participants: 9Rountree & Brady Insurance Agency, LLC Employees' Incentive PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan side-by-side with 3 peers →

Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Concerted Care Group 401(k) Plan in MD ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan assets move in 2023? ▼
Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan grew sharply - up 19.7% during 2023, from $2M to $3M. Reported net income was $482K.
How have Rountree & Brady Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rountree & Brady Insurance Agency, LLC's sponsor-wide assets grew 33.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Concerted Care Group 401(k) Plan in MD ($3M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 364918076.

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.