401(k) · DOL Form 5500 · 2023

Mitchell Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$434K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$86,775
Avg per participant Below avg balance/head
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Official DOL plan name: Mitchell Insurance, Inc. 401(k) Plan · Sponsored by Mitchell Insurance, Inc. · Oklahoma · Finance & Insurance

$434K in assets, 5 participants

Mitchell Insurance, Inc.'s Mitchell Insurance, Inc. 401(k) Plan reported $434K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

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

Mitchell Insurance, Inc. multi-year trail

Mitchell Insurance, Inc.'s plans moved +16.9% in assets from 2022 to 2024; this filing shows Mitchell Insurance, Inc. 401(k) Plan at $434K / 5 participants.

#896
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY

Mitchell Insurance, Inc. 401(k) Plan among the smaller filed plans by assets

Mitchell Insurance, Inc. 401(k) Plan vs every filed plan by assets

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

$433,875 17th percentile higher than 17% 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

Mitchell Insurance, 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. Mitchell Insurance, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchell Insurance, Inc. 401(k) Plan reported net income rose from $33K in the plan year 2022 filing to $74K in the plan year 2023 filing.
  • Mitchell Insurance, Inc. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Mitchell Insurance, Inc. 401(k) Plan end-of-year assets rose from $360K in the plan year 2022 filing to $434K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 453955270 · Mitchell Insurance, Inc. PY 2023 · 401(k)

Mitchell Insurance, Inc. 401(k) Plan · $434K · 5 · 17th

  • PART $434K
  • PART 5
  • PART 17th
  • PART 401(k)
  • PART near Rick & Sandra 401(k) Plan
  • PART ind #896

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 Oklahoma →

Mitchell Insurance, Inc. 401(k) Plan in the asset neighbourhood

Mitchell Insurance, Inc. 401(k) PlanMitchell Insurance, Inc. 401…$434KRick & Sandra 401(k) Plan$434KWaterhouse-Washer, Inc. 401(k) Profit Sharing PlanWaterhouse-Washer, Inc. 401(…$434KLearning Treehouse 401(k)$434KJack Trent and Co Inc Retirement PlanJack Trent and Co Inc Retire…$434K
End-of-year total assets ($M) among Mitchell Insurance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mitchell Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mitchell Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$420K 16.85883851446434% vs 2022
2024 filing year
$0.35M$0.4M$0.45M 202220232024 $0.36M $0.42M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 4 $360K
2023 1 5 $434K
2024 1 5 $420K

Mitchell Insurance, Inc. filing trail (2023)

Total Assets (Beginning of Year)$360K
Net Assets (End of Year)$434K
Net Income$74K
Employer EIN453955270
Plan Effective Date2011-11-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Mitchell Insurance, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mitchell Insurance, Inc. 401(k) Plan, Total assets ($B): 0.000433875 · Participants: 5Mitchell Insurance, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Mitchell Insurance, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Mitchell Insurance, Inc. 401(k) Plan side-by-side with 3 peers →

Mitchell Insurance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Rick & Sandra 401(k) Plan in WA ($434K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($434K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Mitchell Insurance, Inc. 401(k) Plan assets move in 2023? ▼
Mitchell Insurance, Inc. 401(k) Plan grew sharply - up 20.7% during 2023, from $360K to $434K. Reported net income was $74K.
How have Mitchell Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Insurance, Inc.'s sponsor-wide assets grew 16.9%, from $360K to $420K.
Where does Mitchell Insurance, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mitchell Insurance, Inc. 401(k) Plan ranks in the 17th 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 Mitchell Insurance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rick & Sandra 401(k) Plan in WA ($434K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Mitchell Insurance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 453955270.

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.