401(k) · DOL Form 5500 · 2024
Higginbotham Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 2,779
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $60,899
- Avg per participant Low balance/head
Official DOL plan name: Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust · Sponsored by Higginbotham Insurance Agency, Inc. · Texas · Finance & Insurance
$169M in assets, 2,779 participants
Higginbotham Insurance Agency, Inc.'s Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust reported $169M in total assets and 2,779 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,677 in Finance & Insurance (8,549 peers)
Coverage in Texas
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust covers 2,779 participants in Texas, 4.0x the typical Texas plan (state average ~688 per filing). Assets: $169M.
- #7,677
- in Finance & Insurance (8,549 peers)
- +39.4%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust's outsized position by total assets
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$169,237,397 Top 6% higher than 94% 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
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust'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. Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust lands in the large band (2,779 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust reported net income rose from $26M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust end-of-year assets rose from $121M in the plan year 2023 filing to $169M in the plan year 2024 filing.
- Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust reported participants rose from 2,250 in the plan year 2023 filing to 2,779 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 751732559 · Higginbotham Insurance Agency, Inc. PY 2024 · 401(k)
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust · $169M · 2,779 · 94th
- IND $169M
- IND 2,779
- IND 94th
- IND 401(k)
- IND near Privilege Underwriters, Inc. 401(k) Plan
- IND ind #7677
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 →
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | $48M |
| Employer EIN | 751732559 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Higginbotham Insurance Agency, Inc.)
Sponsor-wide plan assets over time
All Higginbotham Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 76.90233272058722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,988 | $96M |
| 2023 | 1 | 2,250 | $121M |
| 2024 | 1 | 2,779 | $169M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Privilege Underwriters, Inc. 401(k) Plan in NY ($169M); by covered participants it is Southeast Personnel Leasing Retirement Savings Plan in FL (2,778 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
- Privilege Underwriters, Inc. 401(k) Plan (NY) $169M · 1,089
- Uf Health-Central Florida 401(k) Plan (FL) $169M · 3,183
- Jordan's Furniture Company 401(k) Savings Plan (MA) $169M · 1,015
- Asana Inc. 401(k) Plan (CA) $169M · 1,401
Similar participant headcount
Nearest other-state filings by covered participants (2,779 participants); asset peers above are excluded.
- Southeast Personnel Leasing Retirement Savings Plan (FL) 2,778 · 1 off
- Atlas Healthcare, LLC 401(k) Plan (NJ) 2,778 · 1 off
- Ymus and Affiliates 401(k) Plan (CA) 2,778 · 1 off
- Titlemax Employee's Incentive Savings Plan (GA) 2,781 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.