401(k) · DOL Form 5500 · 2024
The Society of Certified Insurance Counselors 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $162,915
- Avg per participant Above avg balance/head
Official DOL plan name: Society of Certified Insurance Counselors 401(k) Plan · Sponsored by The Society of Certified Insurance Counselors · Texas · Finance & Insurance
$14M in assets, 88 participants
The Society of Certified Insurance Counselors's Society of Certified Insurance Counselors 401(k) Plan reported $14M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,066 in Finance & Insurance (8,549 peers)
The Society of Certified Insurance Counselors multi-year trail
The Society of Certified Insurance Counselors's plans moved +27.3% in assets from 2022 to 2024; this filing shows Society of Certified Insurance Counselors 401(k) Plan at $14M / 88 participants.
- #4,066
- in Finance & Insurance (8,549 peers)
- +10.2%
- assets growth YoY
Society of Certified Insurance Counselors 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Society of Certified Insurance Counselors 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,336,476 Top 37% higher than 63% 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
Society of Certified Insurance Counselors 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Society of Certified Insurance Counselors 401(k) Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Society of Certified Insurance Counselors 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Society of Certified Insurance Counselors 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Society of Certified Insurance Counselors 401(k) Plan reported participants rose from 87 in the plan year 2023 filing to 88 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 741785679 · The Society of Certified Insurance Counselors PY 2024 · 401(k)
Society of Certified Insurance Counselors 401(k) Plan · $14M · 88 · 63rd
- PHOTO $14M
- IND 88
- EOY 63rd
- 5500 401(k)
- ASSETS near Modernistic, Inc. Profit Sharing and 401(k) Plan
- PCT ind #4066
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 →
Society of Certified Insurance Counselors 401(k) Plan in the asset neighbourhood
The Society of Certified Insurance Counselors multi-year asset trail
Sponsor-wide plan assets over time
All The Society of Certified Insurance Counselors plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 27.343224963133334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $11M |
| 2023 | 1 | 87 | $13M |
| 2024 | 1 | 88 | $14M |
The Society of Certified Insurance Counselors filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 741785679 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
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
Society of Certified Insurance Counselors 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Modernistic, Inc. Profit Sharing and 401(k) Plan in MN ($14M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Modernistic, Inc. Profit Sharing and 401(k) Plan (MN) $14M · 105
- West Point Dairy Products, LLC Retirement (WI) $14M · 325
- Black Pearl Educational Services, LLC 401(k) Plan (MI) $14M · 153
- Body Contour Centers, LLC 401(k) Plan (WA) $14M · 1,310
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Gana-A'yoo Limited 401(k) Retirement Plan (AK) 88 · 0 off
- Masters Building Solutions, Inc. 401(k) Plan (WI) 88 · 0 off
- Fashionphile Group, LLC 401(k) Plan (CA) 88 · 0 off
- Marketing by Design, LLC 401(k) Plan (MA) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.