401(k) · DOL Form 5500 · 2024
Kemp Agency Inc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $186,778
- Avg per participant Above avg balance/head
Official DOL plan name: Kemp Agency Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Kemp Agency Inc · Alabama · Finance & Insurance
$1M in assets, 6 participants
Kemp Agency Inc's Kemp Agency Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #1,210 in Finance & Insurance (8,549 peers)
Kemp Agency Inc multi-year trail
Kemp Agency Inc's plans moved +72.6% in assets from 2022 to 2024; this filing shows Kemp Agency Inc 401(k) Profit Sharing Plan & Trust at $1M / 6 participants.
- #1,210
- in Finance & Insurance (8,549 peers)
- +24.7%
- assets growth YoY
Kemp Agency Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Kemp Agency Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,120,665 24th percentile higher than 24% 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
Kemp Agency Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kemp Agency Inc 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kemp Agency Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $899K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Kemp Agency Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Kemp Agency Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $250K in the plan year 2023 filing to $222K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 202588562 · Kemp Agency Inc PY 2024 · 401(k)
Kemp Agency Inc 401(k) Profit Sharing Plan & Trust · $1M · 6 · 24th
- TYPE $1M
- NET 6
- BOOK 24th
- VS-ST 401(k)
- BOY near Hopkins Investment VI, LLC Safe Harbor 401(k) Plan
- SCH ind #1210
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 Alabama →
Kemp Agency Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Kemp Agency Inc multi-year asset trail
Sponsor-wide plan assets over time
All Kemp Agency Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 72.60411324119896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $649K |
| 2023 | 1 | 5 | $899K |
| 2024 | 1 | 6 | $1M |
Kemp Agency Inc filing trail (2024)
| Total Assets (Beginning of Year) | $899K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $222K |
| Employer EIN | 202588562 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Kemp Agency Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Hopkins Investment VI, LLC Safe Harbor 401(k) Plan in TN ($1M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.