401(k) · DOL Form 5500 · 2023

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 2023 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.

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

What the 2023 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.

#471
in Finance & Insurance (8,869 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 2023 · DOL Form 5500

$155,877 9th percentile higher than 9% 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

Carmichael Partners Insurance Agency Inc 401(k) 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. Carmichael Partners Insurance Agency Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 834394934 · Carmichael Partners Insurance Agency Inc PY 2023 · 401(k)

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

  • 5500 $156K
  • 5500 2
  • 5500 9th
  • 5500 401(k)
  • 5500 near Sugar Me Sweets, Inc 401(k) Plan
  • 5500 ind #471

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…$156KSugar Me Sweets, Inc 401(k) PlanSugar Me Sweets, Inc 401(k) …$156KJames Strikwerda Dds PC 401(k) Profit Sharing Plan & TrustJames Strikwerda Dds PC 401(…$156KHydeco Retreat, Inc. 401(k) PlanHydeco Retreat, Inc. 401(k) …$156KTajul Trading Inc. 401(k) PlanTajul Trading Inc. 401(k) Pl…$156K
End-of-year total assets ($M) among Carmichael Partners Insurance Agency Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

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. -20000020000400006000080000100000 -50510 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) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement 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 Sugar Me Sweets, Inc 401(k) Plan in MO ($156K); by covered participants it is Napa Bound Retirement Plan in FL (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 2023. 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 2023? ▼
Carmichael Partners Insurance Agency Inc 401(k) Plan held essentially flat - up 0.0% during 2023, 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 127,072 plans that reported assets for plan year 2023 (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 Sugar Me Sweets, Inc 401(k) Plan in MO ($156K, 2 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 Napa Bound Retirement Plan in FL (2 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 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.