401(k) · DOL Form 5500 · 2024
Surry Insurance Agency & Realty Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $275,473
- Avg per participant High balance/head
Official DOL plan name: Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust · Sponsored by Surry Insurance Agency & Realty Co., Inc. · North Carolina · Finance & Insurance
$4M in assets, 14 participants
Surry Insurance Agency & Realty Co., Inc.'s Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust reported $4M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #2,130 in Finance & Insurance (8,549 peers)
Surry Insurance Agency & Realty Co., Inc. multi-year trail
Surry Insurance Agency & Realty Co., Inc.'s plans moved -22.5% in assets from 2022 to 2024; this filing shows Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust at $4M / 14 participants.
- #2,130
- in Finance & Insurance (8,549 peers)
- -37.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,856,616 38th percentile higher than 38% 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
Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust end-of-year assets fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 560693103 · Surry Insurance Agency & Realty Co., Inc. PY 2024 · 401(k)
Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust · $4M · 14 · 38th
- PHOTO $4M
- IND 14
- EOY 38th
- 5500 401(k)
- ASSETS near Baughman and Turner Inc. Profit Sharing Plan and Trust
- PCT ind #2130
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 North Carolina →
Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust in the asset neighbourhood
Surry Insurance Agency & Realty Co., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Surry Insurance Agency & Realty Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 22.538561841552387% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $5M |
| 2023 | 1 | 13 | $6M |
| 2024 | 1 | 14 | $4M |
Surry Insurance Agency & Realty Co., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 560693103 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Surry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Baughman and Turner Inc. Profit Sharing Plan and Trust in NV ($4M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 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.