401(k) · DOL Form 5500 · 2023

Starkweather & Shepley Insurance Brokerage, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size: 310
Participants Below avg headcount: 89th
Percentile by assets National rank: $246,754
Avg per participant Above avg balance/head

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Official DOL plan name: Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan · Sponsored by Starkweather & Shepley Insurance Brokerage, Inc. · Rhode Island · Finance & Insurance

$76M in assets, 310 participants

Starkweather & Shepley Insurance Brokerage, Inc.'s Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan reported $76M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

#7,409 in Finance & Insurance (8,869 peers)

Coverage in Rhode Island

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan covers 310 participants in Rhode Island, about 21% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $76M.

#7,409
in Finance & Insurance (8,869 peers): +22.3%
assets growth YoY: 0.8×
vs typical plan assets (national mean)

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan's outsized position by total assets

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$76,493,767 Top 11% higher than 89% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan sits mid-pack in the medium band (310 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan end-of-year assets rose from $63M in the plan year 2022 filing to $76M in the plan year 2023 filing.
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan reported participants rose from 282 in the plan year 2022 filing to 310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050222530 · Starkweather & Shepley Insurance Brokerage, Inc. PY 2023 · 401(k)

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan · $76M · 310 · 89th

PCT $76M
EIN 310
RANK 89th
PHOTO 401(k)
IND near Mhi Group 401(k) Plan
EOY ind #7409

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 Rhode Island →

End-of-year total assets ($M) among Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)	$63M
Net Assets (End of Year)	$76M
Net Income	$14M
Employer EIN	050222530
Plan Effective Date	1952-09-16
Filing Status	FILING RECEIVED

Sponsor Plan History (Starkweather & Shepley Insurance Brokerage, Inc.)

Latest sponsor-wide plan assets: $85M 35.60425803760202% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	282	$63M
2023	1	310	$76M
2024	1	314	$85M

Nearby 401(k) Plans in Rhode Island

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

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

CVS Health Future Fund 401(k) Plan $27.6B · 265,760
Textron Savings Plan $5.7B · 26,580
Cfg Retirement Savings Plan $2.9B · 19,047
Unfi 401(k) Plan $2.7B · 25,475
Fm Global 401(k) Savings Plan $1.7B · 4,295

Compare Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Mhi Group 401(k) Plan in TX ($76M); by covered participants it is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Mhi Group 401(k) Plan (TX) $76M · 457
Twin Rivers Paper Company LLC Madawaska Hourly 401(k) Plan (ME) $77M · 400
Cameron Lng Retirement Savings Plan (TX) $77M · 315
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan (CO) $76M · 576

Similar participant headcount

Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.

Murphy Employee Profit Sharing and 401(k) Plan (MO) 310 · 0 off
Bemobile, Inc. 401(k) Plan (ND) 310 · 0 off
Planet Depos 401(k) Plan (MD) 310 · 0 off
Dreisbach 401(k) Profit Sharing Plan (CA) 310 · 0 off

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 Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan assets move in 2023? ▼

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan grew sharply - up 22.3% during 2023, from $63M to $76M. Reported net income was $14M.

How have Starkweather & Shepley Insurance Brokerage, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Starkweather & Shepley Insurance Brokerage, Inc.'s sponsor-wide assets grew 35.6%, from $63M to $85M.

Where does Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mhi Group 401(k) Plan in TX ($76M, 457 participants).

Which 401(k) plans cover a similar participant headcount to Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants, $67M 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 050222530.