401(k) · DOL Form 5500 · 2024

Irving Insurance Agency Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
35th
Percentile by assets National rank
$297,792
Avg per participant High balance/head
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Official DOL plan name: Irving Agency, Inc. 401(k) Plan · Sponsored by Irving Insurance Agency Inc. · Michigan · Finance & Insurance

$3M in assets, 11 participants

Irving Insurance Agency Inc.'s Irving Agency, Inc. 401(k) Plan reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,981 in Finance & Insurance (8,549 peers)

Irving Insurance Agency Inc. multi-year trail

Irving Insurance Agency Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows Irving Agency, Inc. 401(k) Plan at $3M / 11 participants.

#1,981
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY

Irving Agency, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Irving Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$3,275,710 35th percentile higher than 35% 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

Irving Agency, Inc. 401(k) 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. Irving Agency, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Irving Agency, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Irving Agency, Inc. 401(k) Plan reported net income rose from $403K in the plan year 2023 filing to $468K in the plan year 2024 filing.
  • Irving Agency, Inc. 401(k) Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 382278471 · Irving Insurance Agency Inc. PY 2024 · 401(k)

Irving Agency, Inc. 401(k) Plan · $3M · 11 · 35th

  • PCT $3M
  • EIN 11
  • RANK 35th
  • PHOTO 401(k)
  • IND near Revenue Enterprises, LLC 401(k) Plan
  • EOY ind #1981

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 Michigan →

Irving Agency, Inc. 401(k) Plan in the asset neighbourhood

Irving Agency, Inc. 401(k) PlanIrving Agency, Inc. 401(k) P…$3MRevenue Enterprises, LLC 401(k) PlanRevenue Enterprises, LLC 401…$3MMaxus Capital Group 401(k) Retirement PlanMaxus Capital Group 401(k) R…$3MMachine Building Specialties, Inc. Retirement TrustMachine Building Specialties…$3MFirst National Bank of Hughes Springs Employees Savings PlanFirst National Bank of Hughe…$3M
End-of-year total assets ($M) among Irving Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Irving Insurance Agency Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Irving Insurance Agency Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.182980276663834% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.41M $3.28M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 10 $3M
2024 1 11 $3M

Irving Insurance Agency Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$468K
Employer EIN382278471
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Irving Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Irving Agency, Inc. 401(k) Plan, Total assets ($B): 0.00327571 · Participants: 11Irving Agency, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Irving Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Irving Agency, Inc. 401(k) Plan side-by-side with 3 peers →

Irving Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Revenue Enterprises, LLC 401(k) Plan in CO ($3M); by covered participants it is Partners Bancorp 401(k) Plan in DE (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Irving Agency, Inc. 401(k) Plan assets move in 2024? ▼
Irving Agency, Inc. 401(k) Plan grew sharply - up 16.6% during 2024, from $3M to $3M. Reported net income was $468K.
How have Irving Insurance Agency Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Irving Insurance Agency Inc.'s sponsor-wide assets grew 36.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Irving Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Revenue Enterprises, LLC 401(k) Plan in CO ($3M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Irving Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Partners Bancorp 401(k) Plan in DE (11 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 382278471.

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.