401(k) · DOL Form 5500 · 2024

Pence Family Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
23
Participants Small participant base
23rd
Percentile by assets National rank
$43,686
Avg per participant Low balance/head
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Official DOL plan name: Pence Family Agency Retirement Plan · Sponsored by Pence Family Agency, Inc. · Georgia · Finance & Insurance

$1M in assets, 23 participants

Pence Family Agency, Inc.'s Pence Family Agency Retirement Plan reported $1M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,137 in Finance & Insurance (8,549 peers)

Pence Family Agency, Inc. multi-year trail

Pence Family Agency, Inc.'s plans moved +11.8% in assets from 2022 to 2024; this filing shows Pence Family Agency Retirement Plan at $1M / 23 participants.

#1,137
in Finance & Insurance (8,549 peers)
+11.4%
assets growth YoY

Pence Family Agency Retirement Plan among the smaller filed plans by assets

Pence Family Agency Retirement Plan vs every filed plan by assets

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

$1,004,768 23rd percentile higher than 23% of 123,620 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 2024

Pence Family Agency Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pence Family Agency Retirement Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pence Family Agency Retirement Plan reported net income rose from $3K in the plan year 2023 filing to $103K in the plan year 2024 filing.
  • Pence Family Agency Retirement Plan reported participants rose from 15 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Pence Family Agency Retirement Plan end-of-year assets rose from $902K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 472184850 · Pence Family Agency, Inc. PY 2024 · 401(k)

Pence Family Agency Retirement Plan · $1M · 23 · 23rd

  • EOY $1M
  • EOY 23
  • EOY 23rd
  • EOY 401(k)
  • EOY near The Ocd and Anxiety Treatment Center 401(k)
  • EOY ind #1137

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 Georgia →

Pence Family Agency Retirement Plan in the asset neighbourhood

Pence Family Agency Retirement PlanPence Family Agency Retireme…$1MThe Ocd and Anxiety Treatment Center 401(k)The Ocd and Anxiety Treatmen…$1MIdeal Auto & Truck Parts of Vermont, Inc. 401(k) PlanIdeal Auto & Truck Parts of …$1MDesoto Collision Center LLC 401(k) Profit Sharing Plan & TrustDesoto Collision Center LLC …$1MMending the Broken Corporation 401(k) PlanMending the Broken Corporati…$1M
End-of-year total assets ($M) among Pence Family Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pence Family Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pence Family Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 11.771537397046325% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.9M $1M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 5 $899K
2023 1 15 $902K
2024 1 23 $1M

Pence Family Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$902K
Net Assets (End of Year)$1M
Net Income$103K
Employer EIN472184850
Plan Effective Date2014-10-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Pence Family Agency Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Pence Family Agency Retirement Plan, Total assets ($B): 0.001004768 · Participants: 23Pence Family Agency Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Pence Family Agency Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pence Family Agency Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is The Ocd and Anxiety Treatment Center 401(k) in UT ($1M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

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

Frequently Asked Questions

How did Pence Family Agency Retirement Plan assets move in 2024? ▼
Pence Family Agency Retirement Plan grew at a solid clip - up 11.4% during 2024, from $902K to $1M. Reported net income was $103K.
How have Pence Family Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pence Family Agency, Inc.'s sponsor-wide assets grew 11.8%, from $899K to $1M.
Where does Pence Family Agency Retirement Plan rank by assets among Form 5500 filers? ▼
Pence Family Agency Retirement Plan ranks in the 23rd 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 Pence Family Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ocd and Anxiety Treatment Center 401(k) in UT ($1M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Pence Family Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 472184850.

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.