401(k) · DOL Form 5500 · 2024
Starkweather & Shepley Insurance Brokerage, Inc. 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 314
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $270,006
- Avg per participant High balance/head
Official DOL plan name: Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan · Sponsored by Starkweather & Shepley Insurance Brokerage, Inc. · Rhode Island · Finance & Insurance
$85M in assets, 314 participants
Starkweather & Shepley Insurance Brokerage, Inc.'s Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan reported $85M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,122 in Finance & Insurance (8,549 peers)
Coverage in Rhode Island
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan covers 314 participants in Rhode Island, about 22% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $85M.
- #7,122
- in Finance & Insurance (8,549 peers)
- +10.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan's outsized position by total assets
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,781,785 Top 11% higher than 89% 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
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing 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. Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan sits mid-pack in the medium band (314 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan reported net income fell from $14M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan end-of-year assets rose from $76M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan reported participants rose from 310 in the plan year 2023 filing to 314 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 050222530 · Starkweather & Shepley Insurance Brokerage, Inc. PY 2024 · 401(k)
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan · $85M · 314 · 89th
- IND $85M
- IND 314
- IND 89th
- IND 401(k)
- IND near O'reilly Media, Inc. 401(k) Plan
- IND ind #7122
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 Rhode Island →
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $8M |
| Employer EIN | 050222530 |
| Plan Effective Date | 1952-09-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Starkweather & Shepley Insurance Brokerage, Inc.)
Sponsor-wide plan assets over time
All Starkweather & Shepley Insurance Brokerage, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 35.60425803760202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 282 | $63M |
| 2023 | 1 | 310 | $76M |
| 2024 | 1 | 314 | $85M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is O'reilly Media, Inc. 401(k) Plan in CA ($85M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- O'reilly Media, Inc. 401(k) Plan (CA) $85M · 399
- Nta, Inc. 401(k) Plan (AL) $85M · 194
- Kapsch Trafficcom 401(k) Plan (GA) $85M · 636
- Cytokinetics, Inc. 401(k) Plan (CA) $85M · 420
Similar participant headcount
Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.
- Data Center, Inc. Savings & Retirement Plan (KS) 314 · 0 off
- Truebeck Construction, Inc. 401(k) Plan (CA) 314 · 0 off
- Roman Eagle 401(k) Plan (VA) 314 · 0 off
- Wcf 401(k) Plan (UT) 314 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.