401(k) · DOL Form 5500 · 2024
Samudio Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $257K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $85,828
- Avg per participant Below avg balance/head
Official DOL plan name: Jwe Insurance Retirement Plan · Sponsored by Samudio Insurance Agency, Inc. · Colorado · Finance & Insurance
$257K in assets, 3 participants
Samudio Insurance Agency, Inc.'s Jwe Insurance Retirement Plan reported $257K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #539 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Jwe Insurance Retirement Plan holds $257K for 3 participants - about $85,828 per participant, among the smaller plans by assets on file.
- #539
- in Finance & Insurance (8,549 peers)
- +2.6%
- assets growth YoY
Jwe Insurance Retirement Plan among the smaller filed plans by assets
Jwe Insurance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$257,485 12th percentile higher than 12% 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
Jwe Insurance Retirement 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. Jwe Insurance Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jwe Insurance Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Jwe Insurance Retirement Plan reported net income fell from $10K in the plan year 2023 filing to $7K in the plan year 2024 filing.
- Jwe Insurance Retirement Plan end-of-year assets rose from $251K in the plan year 2023 filing to $257K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 473777652 · Samudio Insurance Agency, Inc. PY 2024 · 401(k)
Jwe Insurance Retirement Plan · $257K · 3 · 12th
- 5500 $257K
- ASSETS 3
- PCT 12th
- EIN 401(k)
- RANK near Brimela Routes Corp 401(k) Plan
- PHOTO ind #539
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 Colorado →
Jwe Insurance Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $251K |
|---|---|
| Net Assets (End of Year) | $257K |
| Net Income | $7K |
| Employer EIN | 473777652 |
| Plan Effective Date | 2015-04-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samudio Insurance Agency, Inc.)
Sponsor-wide plan assets over time
All Samudio Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $257K 6.906788457546191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $241K |
| 2023 | 1 | 2 | $251K |
| 2024 | 1 | 3 | $257K |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Jwe Insurance Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Brimela Routes Corp 401(k) Plan in NY ($257K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($257K here).
- Brimela Routes Corp 401(k) Plan (NY) $257K · 122
- Lexi's Home Dog Training, Inc. 401(k) Plan (IL) $257K · 1
- Jsk One Development Corp. 401(k) Plan (TX) $258K · 2
- Puerto Ricancars, Inc. Income Savings Plan (FL) $258K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (3 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.