401(k) · DOL Form 5500 · 2024

Kunkel Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
30th
Percentile by assets National rank
$264,410
Avg per participant High balance/head
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Official DOL plan name: Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan · Sponsored by Kunkel Insurance Agency, Inc. · Indiana · Finance & Insurance

$2M in assets, 8 participants

Kunkel Insurance Agency, Inc.'s Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,624 in Finance & Insurance (8,549 peers)

Kunkel Insurance Agency, Inc. multi-year trail

Kunkel Insurance Agency, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan at $2M / 8 participants.

#1,624
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan among the smaller filed plans by assets

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan vs every filed plan by assets

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

$2,115,277 30th percentile higher than 30% 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

Kunkel Insurance Agency, Inc. Safe Harbor 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. Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan reported net income fell from $358K in the plan year 2023 filing to $316K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351329253 · Kunkel Insurance Agency, Inc. PY 2024 · 401(k)

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan · $2M · 8 · 30th

  • 5500 $2M
  • ASSETS 8
  • PCT 30th
  • EIN 401(k)
  • RANK near Northern Tier Counseling, Inc. Tax Deferred Annuity Plan
  • PHOTO ind #1624

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 Indiana →

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan in the asset neighbourhood

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) PlanKunkel Insurance Agency, Inc…$2MNorthern Tier Counseling, Inc. Tax Deferred Annuity PlanNorthern Tier Counseling, In…$2MJ.S. Helwig & Son, LLC 401(k) PlanJ.S. Helwig & Son, LLC 401(k…$2MCenvains Retirement Plan$2MPloutus Advisors Tax Corp. Retirement PlanPloutus Advisors Tax Corp. R…$2M
End-of-year total assets ($M) among Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kunkel Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kunkel Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.70107968951991% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.44M $2.12M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 8 $2M
2024 1 8 $2M

Kunkel Insurance Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$316K
Employer EIN351329253
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan, Total assets ($B): 0.002115277 · Participants: 8Kunkel Insurance Agency, Inc. Safe Harbor 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Northern Tier Counseling, Inc. Tax Deferred Annuity Plan in PA ($2M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan assets move in 2024? ▼
Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan grew sharply - up 17.5% during 2024, from $2M to $2M. Reported net income was $316K.
How have Kunkel Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kunkel Insurance Agency, Inc.'s sponsor-wide assets grew 46.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Tier Counseling, Inc. Tax Deferred Annuity Plan in PA ($2M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 351329253.

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.