401(k) · DOL Form 5500 · 2024
Steadily Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $22,457
- Avg per participant Low balance/head
Official DOL plan name: Steadily Insurance Agency 401(k) Plan · Sponsored by Steadily Insurance Agency, Inc. · Oregon · Professional & Technical Services
$3M in assets, 120 participants
Steadily Insurance Agency, Inc.'s Steadily Insurance Agency 401(k) Plan reported $3M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,874 in Professional & Technical Services (20,173 peers)
Coverage in Oregon
Steadily Insurance Agency 401(k) Plan covers 120 participants in Oregon, about 27% of the average Oregon filer (state average ~443 per filing). Assets: $3M.
- #5,874
- in Professional & Technical Services (20,173 peers)
- +53.2%
- assets growth YoY
Steadily Insurance Agency 401(k) Plan among the smaller filed plans by assets
Steadily Insurance Agency 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,694,893 33rd percentile higher than 33% 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
Steadily Insurance Agency 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steadily Insurance Agency 401(k) Plan sits mid-pack in the medium band (120 participants).
Plan-year Form 5500 strip
Filing strip 843372388 · Steadily Insurance Agency, Inc. PY 2024 · 401(k)
Steadily Insurance Agency 401(k) Plan · $3M · 120 · 33rd
- NET $3M
- NET 120
- NET 33rd
- NET 401(k)
- NET near Providence Hospitality Partners 401(k) Plan
- NET ind #5874
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Steadily Insurance Agency 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $936K |
| Employer EIN | 843372388 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Steadily Insurance Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Providence Hospitality Partners 401(k) Plan in CO ($3M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 120 · 0 off
- Oostburg Concrete Products, Inc. 401(k) Plan (WI) 120 · 0 off
- Maine Pointe, LLC Profit Sharing Plan and Trust (MA) 120 · 0 off
- Hay House 401(k) Plan (CA) 120 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.