401(k) · DOL Form 5500 · 2024

State Fund Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
19
Participants Small participant base
64th
Percentile by assets National rank
$786,521
Avg per participant High balance/head
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Official DOL plan name: State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by State Fund Insurance Agency, Inc. · Massachusetts · Finance & Insurance

$15M in assets, 19 participants

State Fund Insurance Agency, Inc.'s State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,140 in Finance & Insurance (8,549 peers)

State Fund Insurance Agency, Inc. multi-year trail

State Fund Insurance Agency, Inc.'s plans moved +53.9% in assets from 2022 to 2024; this filing shows State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan at $15M / 19 participants.

#4,140
in Finance & Insurance (8,549 peers)
+21.2%
assets growth YoY

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

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,943,890 Top 36% higher than 64% 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

State Fund Insurance Agency, Inc. 401(k) Profit Sharing 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. State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043240126 · State Fund Insurance Agency, Inc. PY 2024 · 401(k)

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan · $15M · 19 · 64th

  • PHOTO $15M
  • PHOTO 19
  • PHOTO 64th
  • PHOTO 401(k)
  • PHOTO near Trajector Holdings Savings Plan
  • PHOTO ind #4140

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 Massachusetts →

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

State Fund Insurance Agency, Inc. 401(k) Profit Sharing PlanState Fund Insurance Agency,…$15MTrajector Holdings Savings PlanTrajector Holdings Savings P…$15MIndiana Rail Road Company 401(k) PlanIndiana Rail Road Company 40…$15MAcr Homes, Inc. 401(k) Profit Sharing Plan and TrustAcr Homes, Inc. 401(k) Profi…$15MArcher Education, Inc. 401(k) PlanArcher Education, Inc. 401(k…$15M
End-of-year total assets ($M) among State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

State Fund Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$15M 53.85534855123285% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.71M $14.9M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 20 $10M
2023 1 18 $12M
2024 1 19 $15M

State Fund Insurance Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN043240126
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01494389 · Participants: 19State Fund Insurance Agency, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Trajector Holdings Savings Plan in FL ($15M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.2% during 2024, from $12M to $15M. Reported net income was $3M.
How have State Fund Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Fund Insurance Agency, Inc.'s sponsor-wide assets grew 53.9%, from $10M to $15M.
Which 401(k) plans are similar in size to State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trajector Holdings Savings Plan in FL ($15M, 738 participants).
Which 401(k) plans cover a similar participant headcount to State Fund Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 043240126.

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.