401(k) · DOL Form 5500 · 2024

Bowen, Miclette & Britt Insurance Agency, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
231
Participants Below avg headcount
81st
Percentile by assets National rank
$173,004
Avg per participant Above avg balance/head
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Official DOL plan name: Bowen, Miclette & Britt Profit Sharing Plan · Sponsored by Bowen, Miclette & Britt Insurance Agency, LLC · Texas · Finance & Insurance

$40M in assets, 231 participants

Bowen, Miclette & Britt Insurance Agency, LLC's Bowen, Miclette & Britt Profit Sharing Plan reported $40M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,091 in Finance & Insurance (8,549 peers)

Coverage in Texas

Bowen, Miclette & Britt Profit Sharing Plan covers 231 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $40M.

#6,091
in Finance & Insurance (8,549 peers)
+11.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bowen, Miclette & Britt Profit Sharing Plan's outsized position by total assets

Bowen, Miclette & Britt Profit Sharing Plan vs every filed plan by assets

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

$39,963,819 Top 19% higher than 81% 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

Bowen, Miclette & Britt 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. Bowen, Miclette & Britt Profit Sharing Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bowen, Miclette & Britt Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bowen, Miclette & Britt Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Bowen, Miclette & Britt Profit Sharing Plan reported participants rose from 219 in the plan year 2023 filing to 231 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263860108 · Bowen, Miclette & Britt Insurance Agency, LLC PY 2024 · 401(k)

Bowen, Miclette & Britt Profit Sharing Plan · $40M · 231 · 81st

  • EBSA $40M
  • PART 231
  • TYPE 81st
  • NET 401(k)
  • BOOK near 1st United Credit Union Profit Sharing and Savings Plan
  • VS-ST ind #6091

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 Texas →

Bowen, Miclette & Britt Profit Sharing Plan in the asset neighbourhood

Mxr Imaging, Inc. 401(k) Profit Sharing PlanMxr Imaging, Inc. 401(k) Pro…$40MLatrobe Company 401(k) Retirement PlanLatrobe Company 401(k) Retir…$40MBowen, Miclette & Britt Profit Sharing PlanBowen, Miclette & Britt Prof…$40M1st United Credit Union Profit Sharing and Savings Plan1st United Credit Union Prof…$40MApplied Composites Retirement PlanApplied Composites Retiremen…$40M
End-of-year total assets ($M) among Bowen, Miclette & Britt Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN263860108
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bowen, Miclette & Britt Insurance Agency, LLC)

Sponsor-wide plan assets over time

All Bowen, Miclette & Britt Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 16.572499225768297% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.3M $40M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 205 $34M
2023 1 219 $36M
2024 2 477 $40M

Nearby 401(k) Plans in Texas

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

Bowen, Miclette & Britt Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bowen, Miclette & Britt Profit Sharing Plan, Total assets ($B): 0.039963819 · Participants: 231Bowen, Miclette & Britt Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Bowen, Miclette & Britt Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bowen, Miclette & Britt Profit Sharing Plan side-by-side with 3 peers →

Bowen, Miclette & Britt Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 1st United Credit Union Profit Sharing and Savings Plan in CA ($40M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Bowen, Miclette & Britt Profit Sharing Plan assets move in 2024? ▼
Bowen, Miclette & Britt Profit Sharing Plan grew at a solid clip - up 11.1% during 2024, from $36M to $40M. Reported net income was $4M.
How have Bowen, Miclette & Britt Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bowen, Miclette & Britt Insurance Agency, LLC's sponsor-wide assets grew 16.6%, from $34M to $40M.
Where does Bowen, Miclette & Britt Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bowen, Miclette & Britt Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bowen, Miclette & Britt Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 1st United Credit Union Profit Sharing and Savings Plan in CA ($40M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Bowen, Miclette & Britt Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitek College Utah, LLC 401(k) Plan in CA (231 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 263860108.

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.