401(k) · DOL Form 5500 · 2024

Thompson Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$634,549
Avg per participant High balance/head
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Official DOL plan name: Thompson Insurance Agency, Inc. Profit-Sharing Pla · Sponsored by Thompson Insurance Agency, Inc. · California · Finance & Insurance

$1M in assets, 2 participants

Thompson Insurance Agency, Inc.'s Thompson Insurance Agency, Inc. Profit-Sharing Pla reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,277 in Finance & Insurance (8,549 peers)

2024 asset change

Thompson Insurance Agency, Inc. Profit-Sharing Pla pulled back noticeably 10.5% in 2024 ($1M → $1M) for 2 participants.

#1,277
in Finance & Insurance (8,549 peers)
-10.5%
assets change YoY

The plan reported a net loss of $155K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thompson Insurance Agency, Inc. Profit-Sharing Pla among the smaller filed plans by assets

Thompson Insurance Agency, Inc. Profit-Sharing Pla vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,269,097 25th percentile higher than 25% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Thompson Insurance Agency, Inc. Profit-Sharing Pla among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thompson Insurance Agency, Inc. Profit-Sharing Pla is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thompson Insurance Agency, Inc. Profit-Sharing Pla reported net income fell from $33K in the plan year 2023 filing to -$155K in the plan year 2024 filing.
  • Thompson Insurance Agency, Inc. Profit-Sharing Pla reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Thompson Insurance Agency, Inc. Profit-Sharing Pla end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942147715 · Thompson Insurance Agency, Inc. PY 2024 · 401(k)

Thompson Insurance Agency, Inc. Profit-Sharing Pla · $1M · 2 · 25th

  • BOY $1M
  • BOY 2
  • BOY 25th
  • BOY 401(k)
  • BOY near Universal Fidelity Life Insurance Company 401(k) Plan
  • BOY ind #1277

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 California →

Thompson Insurance Agency, Inc. Profit-Sharing Pla in the asset neighbourhood

Thompson Insurance Agency, Inc. Profit-Sharing PlaThompson Insurance Agency, I…$1MUniversal Fidelity Life Insurance Company 401(k) PlanUniversal Fidelity Life Insu…$1MLfa Ventures, Inc. 401(k) Profit Sharing PlanLfa Ventures, Inc. 401(k) Pr…$1MGansevoort Hotel Group LLC 401(k) Profit Sharing Plan & TrustGansevoort Hotel Group LLC 4…$1MMksmbrds Holding Co. Retirement PlanMksmbrds Holding Co. Retirem…$1M
End-of-year total assets ($M) among Thompson Insurance Agency, Inc. Profit-Sharing Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Thompson Insurance Agency, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Thompson Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.089664027856337% vs 2022
2024 filing year
$1.25M$1.3M$1.35M$1.4M$1.45M 202220232024 $1.38M $1.27M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 2 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$155K
Employer EIN942147715
Plan Effective Date1971-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Thompson Insurance Agency, Inc. Profit-Sharing Pla vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Thompson Insurance Agency, Inc. Profit-Sharing Pla, Total assets ($B): 0.001269097 · Participants: 2Thompson Insurance Agency, Inc. Profit-Sharing PlaGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Thompson Insurance Agency, Inc. Profit-Sharing Pla vs. nearby 401(k) plans in California, assets vs. participants
Compare Thompson Insurance Agency, Inc. Profit-Sharing Pla side-by-side with 3 peers →

Thompson Insurance Agency, Inc. Profit-Sharing Pla's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Universal Fidelity Life Insurance Company 401(k) Plan in OK ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Thompson Insurance Agency, Inc. Profit-Sharing Pla assets move in 2024? ▼
Thompson Insurance Agency, Inc. Profit-Sharing Pla pulled back noticeably - down 10.5% during 2024, from $1M to $1M. Reported net income was -$155K.
How have Thompson Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thompson Insurance Agency, Inc.'s sponsor-wide assets declined 8.1%, from $1M to $1M.
Where does Thompson Insurance Agency, Inc. Profit-Sharing Pla rank by assets among Form 5500 filers? ▼
Thompson Insurance Agency, Inc. Profit-Sharing Pla ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Thompson Insurance Agency, Inc. Profit-Sharing Pla? ▼
Among 401(k) plans in other states, the closest by assets is Universal Fidelity Life Insurance Company 401(k) Plan in OK ($1M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Thompson Insurance Agency, Inc. Profit-Sharing Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942147715.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.