401(k) · DOL Form 5500 · 2024
The Millican Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $379K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $126,318
- Avg per participant Near avg balance/head
Official DOL plan name: The Millican Insurance Agency Retirement Plan · Sponsored by The Millican Insurance Agency, Inc. · Texas · Finance & Insurance
$379K in assets, 3 participants
The Millican Insurance Agency, Inc.'s The Millican Insurance Agency Retirement Plan reported $379K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #671 in Finance & Insurance (8,549 peers)
The Millican Insurance Agency, Inc. multi-year trail
The Millican Insurance Agency, Inc.'s plans moved +39.1% in assets from 2022 to 2024; this filing shows The Millican Insurance Agency Retirement Plan at $379K / 3 participants.
- #671
- in Finance & Insurance (8,549 peers)
- +111.8%
- assets growth YoY
The Millican Insurance Agency Retirement Plan among the smaller filed plans by assets
The Millican Insurance Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$378,955 15th percentile higher than 15% 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
The Millican Insurance Agency 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. The Millican Insurance Agency Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Millican Insurance Agency Retirement Plan reported net income rose from -$93K in the plan year 2023 filing to $200K in the plan year 2024 filing.
- The Millican Insurance Agency Retirement Plan end-of-year assets rose from $179K in the plan year 2023 filing to $379K in the plan year 2024 filing.
- The Millican Insurance Agency Retirement Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 851278749 · The Millican Insurance Agency, Inc. PY 2024 · 401(k)
The Millican Insurance Agency Retirement Plan · $379K · 3 · 15th
- VS-ST $379K
- BOY 3
- SCH 15th
- EBSA 401(k)
- PART near Fur Love of Fargo Retirement Plan
- TYPE ind #671
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 →
The Millican Insurance Agency Retirement Plan in the asset neighbourhood
The Millican Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Millican Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $379K 39.11608578497955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $272K |
| 2023 | 1 | 4 | $179K |
| 2024 | 1 | 3 | $379K |
The Millican Insurance Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $179K |
|---|---|
| Net Assets (End of Year) | $379K |
| Net Income | $200K |
| Employer EIN | 851278749 |
| Plan Effective Date | 2020-06-04 |
| 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
The Millican Insurance Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Fur Love of Fargo Retirement Plan in ND ($379K); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($379K here).
- Fur Love of Fargo Retirement Plan (ND) $379K · 1
- Tbt Partner, Inc. 401(k) Plan (GA) $379K · 2
- Palni, Inc. 401(k) Profit Sharing Plan (IL) $379K · 65
- Gair, Gair, Conason Associate Attorney 401(k) Plan (NY) $379K · 7
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.