401(k) · DOL Form 5500 · 2023

Fleming Associates Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
48th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan · Sponsored by Fleming Associates Insurance Agency, Inc. · California · Finance & Insurance

$6M in assets, 3 participants

Fleming Associates Insurance Agency, Inc.'s Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,043 in Finance & Insurance (8,869 peers)

Fleming Associates Insurance Agency, Inc. multi-year trail

Fleming Associates Insurance Agency, Inc.'s plans moved +62.2% in assets from 2022 to 2024; this filing shows Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan at $6M / 3 participants.

#3,043
in Finance & Insurance (8,869 peers)
+12.1%
assets growth YoY

Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$6,000,355 48th percentile higher than 48% 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

Fleming Associates Insurance Agency, Inc. Profit Sharing 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. Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan reported net income rose from -$280K in the plan year 2022 filing to $646K in the plan year 2023 filing.
  • Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942407044 · Fleming Associates Insurance Agency, Inc. PY 2023 · 401(k)

Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan · $6M · 3 · 48th

  • VS-ST $6M
  • VS-ST 3
  • VS-ST 48th
  • VS-ST 401(k)
  • VS-ST near World Resources Company 401(k) and Profit Sharing Plan
  • VS-ST ind #3043

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 California →

Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) PlanFleming Associates Insurance…$6MWorld Resources Company 401(k) and Profit Sharing PlanWorld Resources Company 401(…$6MWalker International 401(k) PlanWalker International 401(k) …$6MEast Coast Lumber & Building Supply Co., LLC. 401(k) Profit Sharing PlanEast Coast Lumber & Building…$6MMeadowbrook Care Center, Inc. 401(k) Profit Sharing PlanMeadowbrook Care Center, Inc…$6M
End-of-year total assets ($M) among Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fleming Associates Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fleming Associates Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 62.1867029905787% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.35M $8.68M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $6M
2024 1 2 $9M

Fleming Associates Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$646K
Employer EIN942407044
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.006000355 · Participants: 3Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is World Resources Company 401(k) and Profit Sharing Plan in WY ($6M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $5M to $6M. Reported net income was $646K.
How have Fleming Associates Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fleming Associates Insurance Agency, Inc.'s sponsor-wide assets grew 62.2%, from $5M to $9M.
Which 401(k) plans are similar in size to Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Resources Company 401(k) and Profit Sharing Plan in WY ($6M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Fleming Associates Insurance Agency, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 942407044.

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.