401(k) · DOL Form 5500 · 2023
William Gunn Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $47K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $47,335
- Avg per participant Low balance/head
Official DOL plan name: The Gunn Group Retirement Plan · Sponsored by William Gunn Insurance Agency, Inc. · Maryland · Finance & Insurance
$47K in assets, 1 participants
William Gunn Insurance Agency, Inc.'s The Gunn Group Retirement Plan reported $47K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #208 in Finance & Insurance (8,869 peers)
William Gunn Insurance Agency, Inc. multi-year trail
William Gunn Insurance Agency, Inc.'s plans moved -14.4% in assets from 2022 to 2024; this filing shows The Gunn Group Retirement Plan at $47K / 1 participant.
- #208
- in Finance & Insurance (8,869 peers)
- -28.2%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Gunn Group Retirement Plan among the smaller filed plans by assets
The Gunn Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,335 4th percentile higher than 4% 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
The Gunn Group Retirement 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. The Gunn Group Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Gunn Group Retirement Plan reported net income fell from $2K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
- The Gunn Group Retirement Plan end-of-year assets fell from $66K in the plan year 2022 filing to $47K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 463517025 · William Gunn Insurance Agency, Inc. PY 2023 · 401(k)
The Gunn Group Retirement Plan · $47K · 1 · 4th
- 5500 $47K
- ASSETS 1
- PCT 4th
- EIN 401(k)
- RANK near Witch's Brew Management Group, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #208
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 Maryland →
The Gunn Group Retirement Plan in the asset neighbourhood
William Gunn Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All William Gunn Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $56K 14.392744479495267% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $66K |
| 2023 | 1 | 1 | $47K |
| 2024 | 1 | 1 | $56K |
William Gunn Insurance Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $66K |
|---|---|
| Net Assets (End of Year) | $47K |
| Net Income | -$19K |
| Employer EIN | 463517025 |
| Plan Effective Date | 2013-08-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
The Gunn Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Witch's Brew Management Group, Inc. 401(k) Profit Sharing Plan in TN ($47K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.