401(k) · DOL Form 5500 · 2024
Foley Business Insurance Agenc 401(k) Plan
Data updated 2026-08-25
- $456K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $113,889
- Avg per participant Below avg balance/head
Official DOL plan name: Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust · Sponsored by Foley Business Insurance Agenc · Georgia · Finance & Insurance
$456K in assets, 4 participants
Foley Business Insurance Agenc's Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust reported $456K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #763 in Finance & Insurance (8,549 peers)
Foley Business Insurance Agenc multi-year trail
Foley Business Insurance Agenc's plans moved +75.6% in assets from 2022 to 2024; this filing shows Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust at $456K / 4 participants.
- #763
- in Finance & Insurance (8,549 peers)
- +33.6%
- assets growth YoY
Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$455,555 17th percentile higher than 17% 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
Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust reported net income rose from $82K in the plan year 2023 filing to $114K in the plan year 2024 filing.
- Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $341K in the plan year 2023 filing to $456K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 465073663 · Foley Business Insurance Agenc PY 2024 · 401(k)
Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust · $456K · 4 · 17th
- PCT $456K
- EIN 4
- RANK 17th
- PHOTO 401(k)
- IND near Jwperks Retirement Plan
- EOY ind #763
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 Georgia →
Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Foley Business Insurance Agenc multi-year asset trail
Sponsor-wide plan assets over time
All Foley Business Insurance Agenc plans reported in each filing year
- Latest sponsor-wide plan assets
- $456K 75.60248859010731% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $259K |
| 2023 | 1 | 4 | $341K |
| 2024 | 1 | 4 | $456K |
Foley Business Insurance Agenc filing trail (2024)
| Total Assets (Beginning of Year) | $341K |
|---|---|
| Net Assets (End of Year) | $456K |
| Net Income | $114K |
| Employer EIN | 465073663 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Foley Business Insurance Agenc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Jwperks Retirement Plan in WY ($456K); 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 ($456K here).
- Jwperks Retirement Plan (WY) $456K · 1
- Tea Farms Inc. 401(k) Plan (ID) $456K · 1
- Piroska Products, Inc. 401(k) Plan (IL) $456K · 4
- Ray Schultens Motors, Inc. 401(k) Plan (OR) $456K · 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
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.