401(k) · DOL Form 5500 · 2024
Rod C. Chew Insurance Agency, Inc 401(k) Plan
Data updated 2026-08-25
- $870K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $145,083
- Avg per participant Above avg balance/head
Official DOL plan name: Rod C. Chew Insurance Agency, Inc 401(k) Plan · Sponsored by Rod C. Chew Insurance Agency, Inc · Oklahoma · Finance & Insurance
$870K in assets, 6 participants
Rod C. Chew Insurance Agency, Inc's Rod C. Chew Insurance Agency, Inc 401(k) Plan reported $870K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,062 in Finance & Insurance (8,549 peers)
Rod C. Chew Insurance Agency, Inc multi-year trail
Rod C. Chew Insurance Agency, Inc's plans moved +37.6% in assets from 2022 to 2024; this filing shows Rod C. Chew Insurance Agency, Inc 401(k) Plan at $870K / 6 participants.
- #1,062
- in Finance & Insurance (8,549 peers)
- +9.8%
- assets growth YoY
Rod C. Chew Insurance Agency, Inc 401(k) Plan among the smaller filed plans by assets
Rod C. Chew Insurance Agency, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$870,497 22nd percentile higher than 22% 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
Rod C. Chew Insurance Agency, Inc 401(k) 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. Rod C. Chew Insurance Agency, Inc 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rod C. Chew Insurance Agency, Inc 401(k) Plan reported net income fell from $160K in the plan year 2023 filing to $78K in the plan year 2024 filing.
- Rod C. Chew Insurance Agency, Inc 401(k) Plan end-of-year assets rose from $793K in the plan year 2023 filing to $870K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 743079500 · Rod C. Chew Insurance Agency, Inc PY 2024 · 401(k)
Rod C. Chew Insurance Agency, Inc 401(k) Plan · $870K · 6 · 22nd
- PCT $870K
- PCT 6
- PCT 22nd
- PCT 401(k)
- PCT near Trident Fund 1 LLC 401(k) Plan
- PCT ind #1062
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 Oklahoma →
Rod C. Chew Insurance Agency, Inc 401(k) Plan in the asset neighbourhood
Rod C. Chew Insurance Agency, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Rod C. Chew Insurance Agency, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $870K 37.58404430521794% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $633K |
| 2023 | 1 | 6 | $793K |
| 2024 | 1 | 6 | $870K |
Rod C. Chew Insurance Agency, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $793K |
|---|---|
| Net Assets (End of Year) | $870K |
| Net Income | $78K |
| Employer EIN | 743079500 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Rod C. Chew Insurance Agency, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Trident Fund 1 LLC 401(k) Plan in CA ($870K); 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 ($870K here).
- Trident Fund 1 LLC 401(k) Plan (CA) $870K · 3
- Clinton Pallet Company 401(k) Plan (TN) $870K · 6
- R. Crabtree, Apc 401(k) Plan (AK) $871K · 7
- Pss Manufacturing Company, Inc. Retirement Plan (PA) $870K · 4
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.