401(k) · DOL Form 5500 · 2024

Jwebb Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$140K
Total assets Small plan by assets: 2
Participants Small participant base: 8th
Percentile by assets National rank: $70,000
Avg per participant Below avg balance/head

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Official DOL plan name: Jwebb Insurance Agency Retirement Plan · Sponsored by Jwebb Insurance Agency, Inc. · Texas · Finance & Insurance

$140K in assets, 2 participants

Jwebb Insurance Agency, Inc.'s Jwebb Insurance Agency Retirement Plan reported $140K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

#352 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Jwebb Insurance Agency Retirement Plan holds $140K for 2 participants - about $70,000 per participant, among the smaller plans by assets on file.

#352
in Finance & Insurance (8,549 peers): $140K
reported net income

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

Jwebb Insurance Agency Retirement Plan vs every filed plan by assets

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

$140,000 8th percentile higher than 8% 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

Jwebb 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. Jwebb Insurance Agency Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 474121170 · Jwebb Insurance Agency, Inc. PY 2024 · 401(k)

Jwebb Insurance Agency Retirement Plan · $140K · 2 · 8th

5500 $140K
ASSETS 2
PCT 8th
EIN 401(k)
RANK near Tiger Investment Group, Inc. 401(k) Plan
PHOTO ind #352

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 Texas →

End-of-year total assets ($M) among Jwebb Insurance Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$140K
Net Income	$140K
Employer EIN	474121170
Plan Effective Date	2015-05-28
Filing Status	FILING RECEIVED

Sponsor Plan History (Jwebb Insurance Agency, Inc.)

Latest sponsor-wide plan assets: $140K; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	N/A
2023	1	2	N/A
2024	1	2	$140K

Nearby 401(k) Plans in Texas

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

Jwebb Insurance Agency Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Jwebb Insurance Agency Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Tiger Investment Group, Inc. 401(k) Plan in GA ($140K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($140K here).

Tiger Investment Group, Inc. 401(k) Plan (GA) $140K · 1
Tiger Investment Group, Inc. 401(k) Plan (GA) $140K · 1
Tiger Investment Group, Inc. 401(k) Plan (GA) $140K · 1
Tiger Investment Group, Inc. 401(k) Plan (GA) $140K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Premier Martial Arts 401(k) Trust (CA) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Jwebb Insurance Agency Retirement Plan rank by assets among Form 5500 filers? ▼

Jwebb Insurance Agency Retirement Plan ranks in the 8th 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 Jwebb Insurance Agency Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tiger Investment Group, Inc. 401(k) Plan in GA ($140K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Jwebb Insurance Agency Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 474121170.