401(k) · DOL Form 5500 · 2024
Isaac Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $206K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $51,530
- Avg per participant Low balance/head
Official DOL plan name: Isaac Insurance Agency, Inc. 401(k) Plan · Sponsored by Isaac Insurance Agency, Inc. · Texas · Finance & Insurance
$206K in assets, 4 participants
Isaac Insurance Agency, Inc.'s Isaac Insurance Agency, Inc. 401(k) Plan reported $206K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #462 in Finance & Insurance (8,549 peers)
Isaac Insurance Agency, Inc. multi-year trail
Isaac Insurance Agency, Inc.'s plans moved +49.3% in assets from 2022 to 2024; this filing shows Isaac Insurance Agency, Inc. 401(k) Plan at $206K / 4 participants.
- #462
- in Finance & Insurance (8,549 peers)
- +28.5%
- assets growth YoY
Isaac Insurance Agency, Inc. 401(k) Plan among the smaller filed plans by assets
Isaac Insurance Agency, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$206,118 11th percentile higher than 11% 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
Isaac 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. Isaac Insurance Agency, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Isaac Insurance Agency, Inc. 401(k) Plan reported net income rose from $22K in the plan year 2023 filing to $46K in the plan year 2024 filing.
- Isaac Insurance Agency, Inc. 401(k) Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Isaac Insurance Agency, Inc. 401(k) Plan end-of-year assets rose from $160K in the plan year 2023 filing to $206K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 811206500 · Isaac Insurance Agency, Inc. PY 2024 · 401(k)
Isaac Insurance Agency, Inc. 401(k) Plan · $206K · 4 · 11th
- BOY $206K
- SCH 4
- EBSA 11th
- PART 401(k)
- TYPE near Ppfa Retirement Plan
- NET ind #462
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 Texas →
Isaac Insurance Agency, Inc. 401(k) Plan in the asset neighbourhood
Isaac Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Isaac Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $206K 49.288388970572264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $138K |
| 2023 | 1 | 3 | $160K |
| 2024 | 1 | 4 | $206K |
Isaac Insurance Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $160K |
|---|---|
| Net Assets (End of Year) | $206K |
| Net Income | $46K |
| Employer EIN | 811206500 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Isaac Insurance Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ppfa Retirement Plan in DC ($206K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206K here).
- Ppfa Retirement Plan (DC) $206K · 15
- Digital Device Technologies 401(k) (NY) $206K · 2
- Last Mile Deliveries LLC 401(k) Plan (NJ) $206K · 63
- Emoc Inc. 401(k) Plan (CA) $206K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.