401(k) · DOL Form 5500 · 2023
Higginbotham Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 2,250
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $53,947
- Avg per participant Low balance/head
Official DOL plan name: Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust · Sponsored by Higginbotham Insurance Agency, Inc. · Texas · Finance & Insurance
$121M in assets, 2,250 participants
Higginbotham Insurance Agency, Inc.'s Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust reported $121M in total assets and 2,250 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,834 in Finance & Insurance (8,869 peers)
Coverage in Texas
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust covers 2,250 participants in Texas, 3.3x the typical Texas plan (state average ~688 per filing). Assets: $121M.
- #7,834
- in Finance & Insurance (8,869 peers)
- +26.9%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust's outsized position by total assets
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$121,381,693 Top 8% higher than 92% 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
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust lands in the large band (2,250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust end-of-year assets rose from $96M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust reported participants rose from 1,988 in the plan year 2022 filing to 2,250 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 751732559 · Higginbotham Insurance Agency, Inc. PY 2023 · 401(k)
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust · $121M · 2,250 · 92nd
- PHOTO $121M
- IND 2,250
- EOY 92nd
- 5500 401(k)
- ASSETS near Cole Schotz P. C. Profit-Sharing and 401(k) Plan
- PCT ind #7834
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 →
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $26M |
| Employer EIN | 751732559 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Higginbotham Insurance Agency, Inc.)
Sponsor-wide plan assets over time
All Higginbotham Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 76.90233272058722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,988 | $96M |
| 2023 | 1 | 2,250 | $121M |
| 2024 | 1 | 2,779 | $169M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cole Schotz P. C. Profit-Sharing and 401(k) Plan in NJ ($121M); by covered participants it is Capital Blue Cross Employee Savings Plan in PA (2,250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Cole Schotz P. C. Profit-Sharing and 401(k) Plan (NJ) $121M · 286
- Direct Travel 401(k) Plan (CO) $121M · 1,233
- Burgess & Niple Profit Sharing Plan and Trust (OH) $121M · 446
- Travel Leaders Group Holdings LLC 401(k) Plan (MN) $121M · 1,651
Similar participant headcount
Nearest other-state filings by covered participants (2,250 participants); asset peers above are excluded.
- Capital Blue Cross Employee Savings Plan (PA) 2,250 · 0 off
- The Save Plan (AZ) 2,250 · 0 off
- Credit Acceptance Corporation 401(k) Plan and Trust (MI) 2,249 · 1 off
- Cirque Du Soleil 401(k) Retirement Plan () 2,249 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.