Defined Benefit (Pension) · DOL Form 5500 · 2023

Ronnie Dunavant Insurance Agency Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$411,823
Avg per participant High balance/head
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Official DOL plan name: Ronnie Dunavant Insurance Agency · Sponsored by Ronnie Dunavant Insurance Agency · Texas · Finance & Insurance

$1M in assets, 3 participants

Ronnie Dunavant Insurance Agency's Ronnie Dunavant Insurance Agency reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,484 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Ronnie Dunavant Insurance Agency holds $1M for 3 participants - about $411,823 per participant, in the lower half of filed plans by assets.

#1,484
in Finance & Insurance (8,869 peers)
+0.2%
assets growth YoY

Ronnie Dunavant Insurance Agency among the smaller filed plans by assets

Ronnie Dunavant Insurance Agency vs every filed plan by assets

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

$1,235,470 26th percentile higher than 26% 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

Ronnie Dunavant Insurance Agency among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ronnie Dunavant Insurance Agency is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ronnie Dunavant Insurance Agency reported net income fell from $45K in the plan year 2022 filing to $2K in the plan year 2023 filing.
  • Ronnie Dunavant Insurance Agency reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752413162 · Ronnie Dunavant Insurance Agency PY 2023 · Defined Benefit (Pension)

Ronnie Dunavant Insurance Agency · $1M · 3 · 26th

  • TYPE $1M
  • NET 3
  • BOOK 26th
  • VS-ST Defined Benefit (Pension)
  • BOY near Simon Agency Ny, Inc. Cash Balance Plan
  • SCH ind #1484

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 →

Ronnie Dunavant Insurance Agency in the asset neighbourhood

Ronnie Dunavant Insurance AgencyRonnie Dunavant Insurance Ag…$1MForex Cargo (Cal), Inc. Defined Benefit Pension PlanForex Cargo (Cal), Inc. Defi…$1MCypress Hills Cemetery Pension PlanCypress Hills Cemetery Pensi…$1MSimon Agency Ny, Inc. Cash Balance PlanSimon Agency Ny, Inc. Cash B…$1MLevin Law Group, a Professional Law Corporation Cash Balance PlanLevin Law Group, a Professio…$1M
End-of-year total assets ($M) among Ronnie Dunavant Insurance Agency and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$2K
Employer EIN752413162
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ronnie Dunavant Insurance Agency)

Sponsor-wide plan assets over time

All Ronnie Dunavant Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.214827124964533% vs 2022
2024 filing year
$1.2M$1.25M$1.3M$1.35M 202220232024 $1.23M $1.31M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 3 $1M
2024 1 4 $1M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ronnie Dunavant Insurance Agency vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ronnie Dunavant Insurance Agency, Total assets ($B): 0.00123547 · Participants: 3Ronnie Dunavant Insurance AgencyAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Ronnie Dunavant Insurance Agency vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Ronnie Dunavant Insurance Agency side-by-side with 3 peers →

Ronnie Dunavant Insurance Agency's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Simon Agency Ny, Inc. Cash Balance Plan in NY ($1M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (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 Ronnie Dunavant Insurance Agency assets move in 2023? ▼
Ronnie Dunavant Insurance Agency held essentially flat - up 0.2% during 2023, from $1M to $1M. Reported net income was $2K.
How have Ronnie Dunavant Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ronnie Dunavant Insurance Agency's sponsor-wide assets grew 6.2%, from $1M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Ronnie Dunavant Insurance Agency? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Simon Agency Ny, Inc. Cash Balance Plan in NY ($1M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ronnie Dunavant Insurance Agency? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $1M 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 752413162.

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.