401(k) · DOL Form 5500 · 2024
Starkweather & Shepley Insurance Brokerage, Inc. 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 314
- Participants
- 89th
- Percentile by assets
- $270,006
- Avg per participant
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.
- 89th percentile by assets (of 123,622 plans)
- #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.
- $85M
- total plan assets (2024 EOY)
- 314
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $270,006
- avg assets per participant
Where Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan sits 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
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.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan reports 314 participants - about 22% of that state average ($85M EOY assets).
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.)
| 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.
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan assets move in 2024? ▼
How have Starkweather & Shepley Insurance Brokerage, Inc. plan assets changed over time? ▼
Where does Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan? ▼
Next read for Starkweather & Shepley Insurance Brokera…
Filing takeaways
Ways to act on Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan's numbers.
- By total assets, Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
- Starkweather & Shepley Insurance Brokerage, Inc.'s sponsor-wide assets have grown 35.6% since 2022 across 3 plan years on file. More Finance & Insurance plans