401(k) · DOL Form 5500 · 2023

John R. Sinner Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
43rd
Percentile by assets National rank
$506,366
Avg per participant High balance/head
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Official DOL plan name: John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by John R. Sinner Insurance Agency, Inc. · California · Finance & Insurance

$5M in assets, 9 participants

John R. Sinner Insurance Agency, Inc.'s John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,653 in Finance & Insurance (8,869 peers)

John R. Sinner Insurance Agency, Inc. multi-year trail

John R. Sinner Insurance Agency, Inc.'s plans moved +16.2% in assets from 2022 to 2024; this filing shows John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan at $5M / 9 participants.

#2,653
in Finance & Insurance (8,869 peers)
+4.7%
assets growth YoY

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

John R. Sinner 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

$4,557,296 43rd percentile higher than 43% 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

John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing 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. John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan reported net income rose from -$163K in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953517090 · John R. Sinner Insurance Agency, Inc. PY 2023 · 401(k)

John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan · $5M · 9 · 43rd

  • 5500 $5M
  • ASSETS 9
  • PCT 43rd
  • EIN 401(k)
  • RANK near Henry Schein Medical Systems, Inc. 401(k) Plan
  • PHOTO ind #2653

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 →

John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing PlanJohn R. Sinner Insurance Age…$5MHenry Schein Medical Systems, Inc. 401(k) PlanHenry Schein Medical Systems…$5MWholesale Building Products, LLC 401(k) Profit Sharing & TrustWholesale Building Products,…$5MTruly Engaging Employees' 401(k) Savings PlanTruly Engaging Employees' 40…$5MKingwood Reunion Resort 401(k) PlanKingwood Reunion Resort 401(…$5M
End-of-year total assets ($M) among John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

John R. Sinner Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John R. Sinner Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.237318615016562% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.35M $5.06M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 9 $5M
2024 1 10 $5M

John R. Sinner Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$202K
Employer EIN953517090
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004557296 · Participants: 9John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing 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
John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Henry Schein Medical Systems, Inc. 401(k) Plan in OH ($5M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.7% during 2023, from $4M to $5M. Reported net income was $202K.
How have John R. Sinner Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John R. Sinner Insurance Agency, Inc.'s sponsor-wide assets grew 16.2%, from $4M to $5M.
Which 401(k) plans are similar in size to John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Henry Schein Medical Systems, Inc. 401(k) Plan in OH ($5M, 38 participants).
Which 401(k) plans cover a similar participant headcount to John R. Sinner Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 953517090.

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.