401(k) · DOL Form 5500 · 2024

Lehmann Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$165K
Total assets Small plan by assets
3
Participants Small participant base
9th
Percentile by assets National rank
$55,077
Avg per participant Low balance/head
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Official DOL plan name: Lehmann Insurance Agency Retirement Plan · Sponsored by Lehmann Insurance Agency, Inc. · Wisconsin · Finance & Insurance

$165K in assets, 3 participants

Lehmann Insurance Agency, Inc.'s Lehmann Insurance Agency Retirement Plan reported $165K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #399 in Finance & Insurance (8,549 peers)

Lehmann Insurance Agency, Inc. multi-year trail

Lehmann Insurance Agency, Inc.'s plans moved +35.9% in assets from 2022 to 2024; this filing shows Lehmann Insurance Agency Retirement Plan at $165K / 3 participants.

#399
in Finance & Insurance (8,549 peers)
+9.2%
assets growth YoY

Lehmann Insurance Agency Retirement Plan among the smaller filed plans by assets

Lehmann Insurance Agency Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$165,231 9th percentile higher than 9% of 123,620 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 2024

Lehmann Insurance Agency Retirement 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. Lehmann Insurance Agency Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lehmann Insurance Agency Retirement Plan reported net income fell from $30K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Lehmann Insurance Agency Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Lehmann Insurance Agency Retirement Plan end-of-year assets rose from $151K in the plan year 2023 filing to $165K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 811175177 · Lehmann Insurance Agency, Inc. PY 2024 · 401(k)

Lehmann Insurance Agency Retirement Plan · $165K · 3 · 9th

  • SCH $165K
  • SCH 3
  • SCH 9th
  • SCH 401(k)
  • SCH near Tabletops Unlimited, Inc. 401(k) Profit Sharing Plan
  • SCH ind #399

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 Wisconsin →

Lehmann Insurance Agency Retirement Plan in the asset neighbourhood

Lehmann Insurance Agency Retirement PlanLehmann Insurance Agency Ret…$165KTabletops Unlimited, Inc. 401(k) Profit Sharing PlanTabletops Unlimited, Inc. 40…$165KSilverwolverine16 LLC 401(k) Profit Sharing Plan & TrustSilverwolverine16 LLC 401(k)…$165KHeka Treasures Company 401(k) PlanHeka Treasures Company 401(k…$165KCansortium Holdings 401(k) PlanCansortium Holdings 401(k) P…$165K
End-of-year total assets ($M) among Lehmann Insurance Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lehmann Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$165K 35.945599052179496% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 202220232024 $0.12M $0.17M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 3 $122K
2023 1 2 $151K
2024 1 3 $165K

Lehmann Insurance Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$151K
Net Assets (End of Year)$165K
Net Income$14K
Employer EIN811175177
Plan Effective Date2016-01-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lehmann Insurance Agency Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lehmann Insurance Agency Retirement Plan, Total assets ($B): 0.000165231 · Participants: 3Lehmann Insurance Agency Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Lehmann Insurance Agency Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lehmann Insurance Agency Retirement Plan side-by-side with 3 peers →

Lehmann Insurance Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tabletops Unlimited, Inc. 401(k) Profit Sharing Plan in CA ($165K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lehmann Insurance Agency Retirement Plan assets move in 2024? ▼
Lehmann Insurance Agency Retirement Plan grew at a solid clip - up 9.2% during 2024, from $151K to $165K. Reported net income was $14K.
How have Lehmann Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lehmann Insurance Agency, Inc.'s sponsor-wide assets grew 35.9%, from $122K to $165K.
Where does Lehmann Insurance Agency Retirement Plan rank by assets among Form 5500 filers? ▼
Lehmann Insurance Agency Retirement Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lehmann Insurance Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tabletops Unlimited, Inc. 401(k) Profit Sharing Plan in CA ($165K, 110 participants).
Which 401(k) plans cover a similar participant headcount to Lehmann Insurance Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811175177.

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.