Profit Sharing · DOL Form 5500 · 2024

Daniels Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
36
Participants Small participant base
56th
Percentile by assets National rank
$282,909
Avg per participant High balance/head
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Official DOL plan name: Daniels Insurance Agency, Inc. Employees' Incentive Trust · Sponsored by Daniels Insurance Agency, Inc. · New Mexico · Finance & Insurance

$10M in assets, 36 participants

Daniels Insurance Agency, Inc.'s Daniels Insurance Agency, Inc. Employees' Incentive Trust reported $10M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,418 in Finance & Insurance (8,549 peers)

Daniels Insurance Agency, Inc. multi-year trail

Daniels Insurance Agency, Inc.'s plans moved +16642.6% in assets from 2022 to 2024; this filing shows Daniels Insurance Agency, Inc. Employees' Incentive Trust at $10M / 36 participants.

#3,418
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY

Daniels Insurance Agency, Inc. Employees' Incentive Trust's mid-pack asset rank among Finance & Insurance and all filers

Daniels Insurance Agency, Inc. Employees' Incentive Trust vs every filed plan by assets

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

$10,184,709 Top 44% higher than 56% 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

Daniels Insurance Agency, Inc. Employees' Incentive Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Daniels Insurance Agency, Inc. Employees' Incentive Trust is a small filing (36 participants) on this national headcount ladder.

DOL schedule card

Filing strip 850092484 · Daniels Insurance Agency, Inc. PY 2024 · Profit Sharing

Daniels Insurance Agency, Inc. Employees' Incentive Trust · $10M · 36 · 56th

  • IND $10M
  • EOY 36
  • 5500 56th
  • ASSETS Profit Sharing
  • PCT near Hirschvogel 401(k) Plan
  • EIN ind #3418

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 →

Daniels Insurance Agency, Inc. Employees' Incentive Trust in the asset neighbourhood

Jackson Child Development Corporation Profit Sharing Plan and TrustJackson Child Development Co…$10MFirst Spice Mixing Co., Inc. Profit Sharing PlanFirst Spice Mixing Co., Inc.…$10MDaniels Insurance Agency, Inc. Employees' Incentive TrustDaniels Insurance Agency, In…$10MHirschvogel 401(k) Plan$10MThe Goodman-Gable-Gould Company Profit Sharing Plan and TrustThe Goodman-Gable-Gould Comp…$10M
End-of-year total assets ($M) among Daniels Insurance Agency, Inc. Employees' Incentive Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Daniels Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Daniels Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16642.62958031267% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $0.06M $10.2M ▲ +16866.7%
Year Plans Participants Total Assets
2022 1 34 $61K
2023 1 33 $79K
2024 1 36 $10M

Daniels Insurance Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN850092484
Plan Effective Date1958-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Mexico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Daniels Insurance Agency, Inc. Employees' Incentive Trust vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Daniels Insurance Agency, Inc. Employees' Incentive Trust, Total assets ($M): 10.184709 · Participants: 36Daniels Insurance Agency, Inc. Employees' Incentive TrustPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 531.34969 · Participants: 11854Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 37.986829 · Participants: 996Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 17.649427 · Participants: 129Santa Fe Preparatory School DC Retirement PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 14.612351 · Participants: 31Medinatura, Inc. Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 13.430909 · Participants: 91T & R Market Profit Sharing Plan
Daniels Insurance Agency, Inc. Employees' Incentive Trust vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Daniels Insurance Agency, Inc. Employees' Incentive Trust side-by-side with 3 peers →

Daniels Insurance Agency, Inc. Employees' Incentive Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is Hirschvogel 401(k) Plan in OH ($10M); by covered participants it is Gane Home Care, Incorporated Profit Sharing Plan in NC (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Daniels Insurance Agency, Inc. Employees' Incentive Trust assets move in 2024? ▼
Daniels Insurance Agency, Inc. Employees' Incentive Trust grew sharply - up 15.7% during 2024, from $9M to $10M. Reported net income was $1M.
How have Daniels Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniels Insurance Agency, Inc.'s sponsor-wide assets grew 16642.6%, from $61K to $10M.
Which Profit Sharing plans are similar in size to Daniels Insurance Agency, Inc. Employees' Incentive Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Hirschvogel 401(k) Plan in OH ($10M, 315 participants).
Which Profit Sharing plans cover a similar participant headcount to Daniels Insurance Agency, Inc. Employees' Incentive Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gane Home Care, Incorporated Profit Sharing Plan in NC (36 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 850092484.

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.