401(k) · DOL Form 5500 · 2024

Sheffield Insurance Agency Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$398,870
Avg per participant High balance/head
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Official DOL plan name: Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan · Sponsored by Sheffield Insurance Agency Inc · Alabama · Finance & Insurance

$2M in assets, 5 participants

Sheffield Insurance Agency Inc's Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,577 in Finance & Insurance (8,549 peers)

Sheffield Insurance Agency Inc multi-year trail

Sheffield Insurance Agency Inc's plans moved +28.3% in assets from 2022 to 2024; this filing shows Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan at $2M / 5 participants.

#1,577
in Finance & Insurance (8,549 peers)
+13.3%
assets growth YoY

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,994,350 29th percentile higher than 29% 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

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan reported net income rose from $206K in the plan year 2023 filing to $234K in the plan year 2024 filing.
  • Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 273960043 · Sheffield Insurance Agency Inc PY 2024 · 401(k)

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan · $2M · 5 · 29th

  • EBSA $2M
  • EBSA 5
  • EBSA 29th
  • EBSA 401(k)
  • EBSA near Lassen Therapeutics 401(k) Plan
  • EBSA ind #1577

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 Alabama →

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Sheffield Insurance Agency Inc 401(k) Profit Sharing PlanSheffield Insurance Agency I…$2MLassen Therapeutics 401(k) PlanLassen Therapeutics 401(k) P…$2MSuemaur Exploration & Production, LLC 401(k) PlanSuemaur Exploration & Produc…$2MRichard R. M. Francis, M.D., P.a. 401(k) Retirement PlanRichard R. M. Francis, M.D.,…$2MTimothy D Conway Dds PC 401(k) PlanTimothy D Conway Dds PC 401(…$2M
End-of-year total assets ($M) among Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sheffield Insurance Agency Inc multi-year asset trail

Sponsor-wide plan assets over time

All Sheffield Insurance Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.304020730908636% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.55M $1.99M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $2M

Sheffield Insurance Agency Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$234K
Employer EIN273960043
Plan Effective Date2010-11-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.00199435 · Participants: 5Sheffield Insurance Agency Inc 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Lassen Therapeutics 401(k) Plan in CA ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2024, from $2M to $2M. Reported net income was $234K.
How have Sheffield Insurance Agency Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheffield Insurance Agency Inc's sponsor-wide assets grew 28.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lassen Therapeutics 401(k) Plan in CA ($2M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Sheffield Insurance Agency Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 273960043.

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.