401(k) · DOL Form 5500 · 2023

The Society of Certified Insurance Counselors 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
87
Participants Small participant base
64th
Percentile by assets National rank
$149,491
Avg per participant Above avg balance/head
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Official DOL plan name: Society of Certified Insurance Counselors 401(k) Plan · Sponsored by The Society of Certified Insurance Counselors · Texas · Finance & Insurance

$13M in assets, 87 participants

The Society of Certified Insurance Counselors's Society of Certified Insurance Counselors 401(k) Plan reported $13M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,364 in Finance & Insurance (8,869 peers)

The Society of Certified Insurance Counselors multi-year trail

The Society of Certified Insurance Counselors's plans moved +27.3% in assets from 2022 to 2024; this filing shows Society of Certified Insurance Counselors 401(k) Plan at $13M / 87 participants.

#4,364
in Finance & Insurance (8,869 peers)
+15.5%
assets growth YoY

Society of Certified Insurance Counselors 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Society of Certified Insurance Counselors 401(k) Plan vs every filed plan by assets

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

$13,005,680 Top 36% higher than 64% 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

Society of Certified Insurance Counselors 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Society of Certified Insurance Counselors 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Society of Certified Insurance Counselors 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Society of Certified Insurance Counselors 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Society of Certified Insurance Counselors 401(k) Plan reported participants fell from 96 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741785679 · The Society of Certified Insurance Counselors PY 2023 · 401(k)

Society of Certified Insurance Counselors 401(k) Plan · $13M · 87 · 64th

  • EBSA $13M
  • EBSA 87
  • EBSA 64th
  • EBSA 401(k)
  • EBSA near Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust
  • EBSA ind #4364

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 →

Society of Certified Insurance Counselors 401(k) Plan in the asset neighbourhood

Society of Certified Insurance Counselors 401(k) PlanSociety of Certified Insuran…$13MAlbanese Organization, Inc. 401(k) Profit Sharing Plan and TrustAlbanese Organization, Inc. …$13MThrive Behavioral Health Inc. Pension PlanThrive Behavioral Health Inc…$13MThe Southern Credit Union 401(k) Plan and TrustThe Southern Credit Union 40…$13MSouthern Eagle Distributing, Inc 401(k) Retirement PlanSouthern Eagle Distributing,…$13M
End-of-year total assets ($M) among Society of Certified Insurance Counselors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Society of Certified Insurance Counselors multi-year asset trail

Sponsor-wide plan assets over time

All The Society of Certified Insurance Counselors plans reported in each filing year

Latest sponsor-wide plan assets
$14M 27.343224963133334% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.3M $14.3M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 96 $11M
2023 1 87 $13M
2024 1 88 $14M

The Society of Certified Insurance Counselors filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN741785679
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Society of Certified Insurance Counselors 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Society of Certified Insurance Counselors 401(k) Plan, Total assets ($B): 0.01300568 · Participants: 87Society of Certified Insurance Counselors 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
Society of Certified Insurance Counselors 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Society of Certified Insurance Counselors 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust in NY ($13M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Society of Certified Insurance Counselors 401(k) Plan assets move in 2023? ▼
Society of Certified Insurance Counselors 401(k) Plan grew sharply - up 15.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have The Society of Certified Insurance Counselors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Society of Certified Insurance Counselors's sponsor-wide assets grew 27.3%, from $11M to $14M.
Which 401(k) plans are similar in size to Society of Certified Insurance Counselors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust in NY ($13M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Society of Certified Insurance Counselors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 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 741785679.

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.