401(k) · DOL Form 5500 · 2024

Texas Wasatch Insurance Services, L.P. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,632
Participants Near avg headcount
78th
Percentile by assets National rank
$18,713
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Goosehead Insurance 401(k) Plan · Sponsored by Texas Wasatch Insurance Services, L.P. · Texas · Finance & Insurance

$31M in assets, 1,632 participants

Texas Wasatch Insurance Services, L.P.'s Goosehead Insurance 401(k) Plan reported $31M in total assets and 1,632 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,565 in Finance & Insurance (8,549 peers)

Coverage in Texas

Goosehead Insurance 401(k) Plan covers 1,632 participants in Texas, 2.4x the typical Texas plan (state average ~688 per filing). Assets: $31M.

#5,565
in Finance & Insurance (8,549 peers)
+26.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Goosehead Insurance 401(k) Plan's outsized position by total assets

Goosehead Insurance 401(k) Plan vs every filed plan by assets

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

$30,538,827 Top 22% higher than 78% 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

Goosehead Insurance 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goosehead Insurance 401(k) Plan lands in the large band (1,632 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Goosehead Insurance 401(k) Plan reported participants rose from 911 in the plan year 2023 filing to 1,632 in the plan year 2024 filing.
  • Goosehead Insurance 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 743107166 · Texas Wasatch Insurance Services, L.P. PY 2024 · 401(k)

Goosehead Insurance 401(k) Plan · $31M · 1,632 · 78th

  • TYPE $31M
  • NET 1,632
  • BOOK 78th
  • VS-ST 401(k)
  • BOY near Stafford Rosenbaum LLP Retirement Savings Plan
  • SCH ind #5565

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 →

Goosehead Insurance 401(k) Plan in the asset neighbourhood

Goosehead Insurance 401(k) PlanGoosehead Insurance 401(k) P…$31MStafford Rosenbaum LLP Retirement Savings PlanStafford Rosenbaum LLP Retir…$31MTmi 401(k) Profit Sharing TrustTmi 401(k) Profit Sharing Tr…$31MBuchanan & Edwards 401(k) PlanBuchanan & Edwards 401(k) Pl…$31MUnited Business Bank 401(k) PlanUnited Business Bank 401(k) …$31M
End-of-year total assets ($M) among Goosehead Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN743107166
Plan Effective Date2006-04-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Wasatch Insurance Services, L.P.)

Sponsor-wide plan assets over time

All Texas Wasatch Insurance Services, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 72.21884363067508% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.7M $30.5M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 793 $18M
2023 1 911 $24M
2024 1 1,632 $31M

Nearby 401(k) Plans in Texas

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

Goosehead Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Goosehead Insurance 401(k) Plan, Total assets ($B): 0.030538827 · Participants: 1632Goosehead Insurance 401(k) 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
Goosehead Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Goosehead Insurance 401(k) Plan side-by-side with 3 peers →

Goosehead Insurance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Stafford Rosenbaum LLP Retirement Savings Plan in WI ($31M); by covered participants it is Keyence Corporation of America Savings Plan in IL (1,632 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,632 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 Goosehead Insurance 401(k) Plan assets move in 2024? ▼
Goosehead Insurance 401(k) Plan grew sharply - up 26.7% during 2024, from $24M to $31M. Reported net income was $6M.
How have Texas Wasatch Insurance Services, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Wasatch Insurance Services, L.P.'s sponsor-wide assets grew 72.2%, from $18M to $31M.
Where does Goosehead Insurance 401(k) Plan rank by assets among Form 5500 filers? ▼
Goosehead Insurance 401(k) Plan ranks in the 78th 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 Goosehead Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stafford Rosenbaum LLP Retirement Savings Plan in WI ($31M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Goosehead Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keyence Corporation of America Savings Plan in IL (1,632 participants, $169M 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 743107166.

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.