401(k) · DOL Form 5500 · 2024
Troy Mannan Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $153K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $76,558
- Avg per participant Below avg balance/head
Official DOL plan name: Troy Mannan Insurance Agency, Inc. 401(k) Plan · Sponsored by Troy Mannan Insurance Agency, Inc. · New Mexico · Finance & Insurance
$153K in assets, 2 participants
Troy Mannan Insurance Agency, Inc.'s Troy Mannan Insurance Agency, Inc. 401(k) Plan reported $153K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #379 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Troy Mannan Insurance Agency, Inc. 401(k) Plan holds $153K for 2 participants - about $76,558 per participant, among the smaller plans by assets on file.
- #379
- in Finance & Insurance (8,549 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Troy Mannan Insurance Agency, Inc. 401(k) Plan among the smaller filed plans by assets
Troy Mannan Insurance Agency, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$153,116 9th percentile higher than 9% 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
Troy Mannan Insurance Agency, Inc. 401(k) 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. Troy Mannan Insurance Agency, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Troy Mannan Insurance Agency, Inc. 401(k) Plan reported net income rose from -$13K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- Troy Mannan Insurance Agency, Inc. 401(k) Plan end-of-year assets fell from $157K in the plan year 2023 filing to $153K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 822837143 · Troy Mannan Insurance Agency, Inc. PY 2024 · 401(k)
Troy Mannan Insurance Agency, Inc. 401(k) Plan · $153K · 2 · 9th
- EIN $153K
- RANK 2
- PHOTO 9th
- IND 401(k)
- EOY near Kdg Futures Co. 401(k) Plan
- 5500 ind #379
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 New Mexico →
Troy Mannan Insurance Agency, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $157K |
|---|---|
| Net Assets (End of Year) | $153K |
| Net Income | -$3K |
| Employer EIN | 822837143 |
| Plan Effective Date | 2017-09-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Troy Mannan Insurance Agency, Inc.)
Sponsor-wide plan assets over time
All Troy Mannan Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $153K 9.91639750310347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $170K |
| 2023 | 1 | 2 | $157K |
| 2024 | 1 | 2 | $153K |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Troy Mannan Insurance Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Kdg Futures Co. 401(k) Plan in FL ($153K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($153K here).
- Kdg Futures Co. 401(k) Plan (FL) $153K · N/A
- Butcher Bob's Bbq, LLC 401(k)& Profit Sharing Plan (PA) $153K · 1
- Seeyousoon Retirement Plan (TX) $153K · 1
- Mhb Retirement Plan (OR) $153K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.