401(k) · DOL Form 5500 · 2024
Steve Marshall Insurance Agency Inc. 401(k) Plan
Data updated 2026-08-25
- $96K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $96,268
- Avg per participant Below avg balance/head
Official DOL plan name: Steve Marshall Insurance Agency Inc. 401(k) Plan · Sponsored by Steve Marshall Insurance Agency Inc. · Ohio · Finance & Insurance
$96K in assets, 1 participants
Steve Marshall Insurance Agency Inc.'s Steve Marshall Insurance Agency Inc. 401(k) Plan reported $96K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 6th 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.
- #277 in Finance & Insurance (8,549 peers)
Steve Marshall Insurance Agency Inc. multi-year trail
Steve Marshall Insurance Agency Inc.'s plans moved -55.2% in assets from 2022 to 2024; this filing shows Steve Marshall Insurance Agency Inc. 401(k) Plan at $96K / 1 participant.
- #277
- in Finance & Insurance (8,549 peers)
- -58.7%
- assets change YoY
The plan reported a net loss of $137K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steve Marshall Insurance Agency Inc. 401(k) Plan among the smaller filed plans by assets
Steve Marshall Insurance Agency Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$96,268 6th percentile higher than 6% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Steve Marshall Insurance Agency Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steve Marshall Insurance Agency Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steve Marshall Insurance Agency Inc. 401(k) Plan reported net income fell from $18K in the plan year 2023 filing to -$137K in the plan year 2024 filing.
- Steve Marshall Insurance Agency Inc. 401(k) Plan end-of-year assets fell from $233K in the plan year 2023 filing to $96K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 471778187 · Steve Marshall Insurance Agency Inc. PY 2024 · 401(k)
Steve Marshall Insurance Agency Inc. 401(k) Plan · $96K · 1 · 6th
- TYPE $96K
- NET 1
- BOOK 6th
- VS-ST 401(k)
- BOY near Fourth Lantern Holdings Retirement Plan
- SCH ind #277
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 Ohio →
Steve Marshall Insurance Agency Inc. 401(k) Plan in the asset neighbourhood
Steve Marshall Insurance Agency Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Steve Marshall Insurance Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $96K 55.23209851282099% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $215K |
| 2023 | 1 | 1 | $233K |
| 2024 | 1 | 1 | $96K |
Steve Marshall Insurance Agency Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $233K |
|---|---|
| Net Assets (End of Year) | $96K |
| Net Income | -$137K |
| Employer EIN | 471778187 |
| Plan Effective Date | 2014-09-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Steve Marshall Insurance Agency Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Fourth Lantern Holdings Retirement Plan in CA ($96K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.