401(k) · DOL Form 5500 · 2024

Leisure Werden & Terry Agency 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
35th
Percentile by assets National rank
$206,313
Avg per participant Above avg balance/head
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Official DOL plan name: Leisure Werden & Terry Agency Retirement Plan · Sponsored by Leisure Werden & Terry Agency · California · Finance & Insurance

$3M in assets, 16 participants

Leisure Werden & Terry Agency's Leisure Werden & Terry Agency Retirement Plan reported $3M in total assets and 16 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.

  • #1,993 in Finance & Insurance (8,549 peers)

Leisure Werden & Terry Agency multi-year trail

Leisure Werden & Terry Agency's plans moved -12.1% in assets from 2022 to 2024; this filing shows Leisure Werden & Terry Agency Retirement Plan at $3M / 16 participants.

#1,993
in Finance & Insurance (8,549 peers)
-21.5%
assets change YoY

The plan reported a net loss of $902K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leisure Werden & Terry Agency Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Leisure Werden & Terry Agency Retirement Plan vs every filed plan by assets

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

$3,301,003 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

Leisure Werden & Terry 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. Leisure Werden & Terry Agency Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leisure Werden & Terry Agency Retirement Plan reported net income fell from $449K in the plan year 2023 filing to -$902K in the plan year 2024 filing.
  • Leisure Werden & Terry Agency Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951544686 · Leisure Werden & Terry Agency PY 2024 · 401(k)

Leisure Werden & Terry Agency Retirement Plan · $3M · 16 · 35th

  • 5500 $3M
  • 5500 16
  • 5500 35th
  • 5500 401(k)
  • 5500 near Southern Technologies Corporation Profit Sharing 401(k) Plan
  • 5500 ind #1993

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 California →

Leisure Werden & Terry Agency Retirement Plan in the asset neighbourhood

Leisure Werden & Terry Agency Retirement PlanLeisure Werden & Terry Agenc…$3MSouthern Technologies Corporation Profit Sharing 401(k) PlanSouthern Technologies Corpor…$3MEmit Technologies 401(k) Plan$3MThe Tin Bucket Incorporated 401(k) Profit Sharing PlanThe Tin Bucket Incorporated …$3MProplogix, LLC Retirement PlanProplogix, LLC Retirement Pl…$3M
End-of-year total assets ($M) among Leisure Werden & Terry Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Leisure Werden & Terry Agency multi-year asset trail

Sponsor-wide plan assets over time

All Leisure Werden & Terry Agency plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.067516955157405% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.75M $3.3M ▼ -12.0%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 16 $4M
2024 1 16 $3M

Leisure Werden & Terry Agency filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$902K
Employer EIN951544686
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Leisure Werden & Terry Agency Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Leisure Werden & Terry Agency Retirement Plan, Total assets ($B): 0.003301003 · Participants: 16Leisure Werden & Terry Agency Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Leisure Werden & Terry Agency Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Leisure Werden & Terry Agency Retirement Plan side-by-side with 3 peers →

Leisure Werden & Terry Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Southern Technologies Corporation Profit Sharing 401(k) Plan in TN ($3M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Leisure Werden & Terry Agency Retirement Plan assets move in 2024? ▼
Leisure Werden & Terry Agency Retirement Plan declined sharply - down 21.5% during 2024, from $4M to $3M. Reported net income was -$902K.
How have Leisure Werden & Terry Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leisure Werden & Terry Agency's sponsor-wide assets declined 12.1%, from $4M to $3M.
Which 401(k) plans are similar in size to Leisure Werden & Terry Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Technologies Corporation Profit Sharing 401(k) Plan in TN ($3M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Leisure Werden & Terry Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 951544686.

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.