401(k) · DOL Form 5500 · 2022

Carmichael Partners Insurance Agency Inc 401(k) Plan

Data updated 2026-08-25

$156K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$77,939
Avg per participant Below avg balance/head
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Official DOL plan name: Carmichael Partners Insurance Agency Inc 401(k) Plan · Sponsored by Carmichael Partners Insurance Agency Inc · Wisconsin · Finance & Insurance

$156K in assets, 2 participants

Carmichael Partners Insurance Agency Inc's Carmichael Partners Insurance Agency Inc 401(k) Plan reported $156K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #501 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Carmichael Partners Insurance Agency Inc 401(k) Plan holds $156K for 2 participants - about $77,939 per participant, among the smaller plans by assets on file.

#501
in Finance & Insurance (9,261 peers)
+0.0%
assets growth YoY

Carmichael Partners Insurance Agency Inc 401(k) Plan among the smaller filed plans by assets

Carmichael Partners Insurance Agency Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$155,877 9th percentile higher than 9% of 139,123 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 2022

Carmichael Partners Insurance Agency Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carmichael Partners Insurance Agency Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 834394934 · Carmichael Partners Insurance Agency Inc PY 2022 · 401(k)

Carmichael Partners Insurance Agency Inc 401(k) Plan · $156K · 2 · 9th

  • PHOTO $156K
  • IND 2
  • EOY 9th
  • 5500 401(k)
  • ASSETS near Providence Management, LLC 401(k) Plan
  • PCT ind #501

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 Wisconsin →

Carmichael Partners Insurance Agency Inc 401(k) Plan in the asset neighbourhood

Carmichael Partners Insurance Agency Inc 401(k) PlanCarmichael Partners Insuranc…$156KProvidence Management, LLC 401(k) PlanProvidence Management, LLC 4…$156KFernandez & Fernandez Ins 401(k) Profit Sharing Plan & TrustFernandez & Fernandez Ins 40…$156KRev Clinics 401(k) Plan$156KPatuxent Pride Inc. Retirement PlanPatuxent Pride Inc. Retireme…$156K
End-of-year total assets ($M) among Carmichael Partners Insurance Agency Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$156K
Net Assets (End of Year)$156K
Employer EIN834394934
Plan Effective Date2019-04-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmichael Partners Insurance Agency Inc)

Sponsor-wide plan assets over time

All Carmichael Partners Insurance Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$156K 0% vs 2022
2023 filing year
$0.16M 20222023 $0.16M $0.16M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $156K
2023 1 2 $156K

Nearby 401(k) Plans in Wisconsin

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

Carmichael Partners Insurance Agency Inc 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Carmichael Partners Insurance Agency Inc 401(k) Plan, Total assets ($B): 0.000155877 · Participants: 2Carmichael Partners Insurance Agency Inc 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Carmichael Partners Insurance Agency Inc 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Carmichael Partners Insurance Agency Inc 401(k) Plan side-by-side with 3 peers →

Carmichael Partners Insurance Agency Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Providence Management, LLC 401(k) Plan in MS ($156K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carmichael Partners Insurance Agency Inc 401(k) Plan assets move in 2022? ▼
Carmichael Partners Insurance Agency Inc 401(k) Plan held essentially flat - up 0.0% during 2022, from $156K to $156K.
How have Carmichael Partners Insurance Agency Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carmichael Partners Insurance Agency Inc's sponsor-wide assets grew 0.0%, from $156K to $156K.
Where does Carmichael Partners Insurance Agency Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Carmichael Partners Insurance Agency Inc 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carmichael Partners Insurance Agency Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Providence Management, LLC 401(k) Plan in MS ($156K, 93 participants).
Which 401(k) plans cover a similar participant headcount to Carmichael Partners Insurance Agency Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834394934.

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.