401(k) · DOL Form 5500 · 2024
Robert Stenquist Ins Agency Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $332,135
- Avg per participant High balance/head
Official DOL plan name: Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement · Sponsored by Robert Stenquist Ins Agency Inc · Arizona · Finance & Insurance
$2M in assets, 5 participants
Robert Stenquist Ins Agency Inc's Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #1,454 in Finance & Insurance (8,549 peers)
Robert Stenquist Ins Agency Inc multi-year trail
Robert Stenquist Ins Agency Inc's plans moved +25.2% in assets from 2022 to 2024; this filing shows Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement at $2M / 5 participants.
- #1,454
- in Finance & Insurance (8,549 peers)
- +16.7%
- assets growth YoY
Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement among the smaller filed plans by assets
Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,660,675 28th percentile higher than 28% 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
Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement reported net income rose from $97K in the plan year 2023 filing to $238K in the plan year 2024 filing.
- Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860810981 · Robert Stenquist Ins Agency Inc PY 2024 · 401(k)
Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement · $2M · 5 · 28th
- NET $2M
- NET 5
- NET 28th
- NET 401(k)
- NET near Rich Kramer Construction Employees 401(k) Plan
- NET ind #1454
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 Arizona →
Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement in the asset neighbourhood
Robert Stenquist Ins Agency Inc multi-year asset trail
Sponsor-wide plan assets over time
All Robert Stenquist Ins Agency Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 25.21979960911109% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 5 | $2M |
Robert Stenquist Ins Agency Inc filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $238K |
| Employer EIN | 860810981 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Robert Stenquist Ins Agency Inc 401(k) Profit Sharing Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Rich Kramer Construction Employees 401(k) Plan in MO ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.