401(k) · DOL Form 5500 · 2023

Moody Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
122
Participants Small participant base
69th
Percentile by assets National rank
$137,127
Avg per participant Near avg balance/head
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Official DOL plan name: Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan · Sponsored by Moody Insurance Agency, Inc. · Colorado · Finance & Insurance

$17M in assets, 122 participants

Moody Insurance Agency, Inc.'s Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported $17M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,876 in Finance & Insurance (8,869 peers)

Coverage in Colorado

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan covers 122 participants in Colorado, about 32% of the average Colorado filer (state average ~376 per filing). Assets: $17M.

#4,876
in Finance & Insurance (8,869 peers)
+15.4%
assets growth YoY

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan's outsized position by total assets

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

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

$16,729,486 Top 31% higher than 69% 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

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported participants rose from 110 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840622206 · Moody Insurance Agency, Inc. PY 2023 · 401(k)

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan · $17M · 122 · 69th

  • PART $17M
  • PART 122
  • PART 69th
  • PART 401(k)
  • PART near Landvest, Inc. 401(k) Plan
  • PART ind #4876

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 Colorado →

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

Moody Insurance Agency, Inc. 401(k) & Profit Sharing PlanMoody Insurance Agency, Inc.…$17MLandvest, Inc. 401(k) Plan$17MGoldmark Property Management 401(k) PlanGoldmark Property Management…$17MValbruna Stainless, Inc. 401(k) PlanValbruna Stainless, Inc. 401…$17MBrowns Medical Imaging LLC Retirement Savings PlanBrowns Medical Imaging LLC R…$17M
End-of-year total assets ($M) among Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN840622206
Plan Effective Date1974-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Moody Insurance Agency, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$19M 28.458412495614354% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $18.6M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 110 $15M
2023 1 122 $17M
2024 1 123 $19M

Nearby 401(k) Plans in Colorado

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

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.016729486 · Participants: 122Moody Insurance Agency, Inc. 401(k) & Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Landvest, Inc. 401(k) Plan in NH ($17M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan assets move in 2023? ▼
Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan grew sharply - up 15.4% during 2023, from $15M to $17M. Reported net income was $2M.
How have Moody Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody Insurance Agency, Inc.'s sponsor-wide assets grew 28.5%, from $15M to $19M.
Which 401(k) plans are similar in size to Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Landvest, Inc. 401(k) Plan in NH ($17M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 840622206.

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.