Profit Sharing · DOL Form 5500 · 2024
Daniels Insurance Agency, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $10M
- Total assets
- 36
- Participants
- 56th
- Percentile by assets
- $282,909
- Avg per participant
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.
- 56th percentile by assets (of 116,472 plans)
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.
- $10M
- total plan assets (2024 EOY)
- 36
- covered participants
- 56th
- percentile by assets (of 116,472 plans)
- $282,909
- avg assets per participant
Daniels Insurance Agency, Inc. across 3 plan years on file
Across the 3 plan years Daniels Insurance Agency, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $61K to $10M, a gain of 16642.6%, while reported participants moved from 34 to 36 (+5.9%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($61K).
Daniels Insurance Agency, Inc. multi-year asset trail
| 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 EIN | 850092484 |
| Plan Effective Date | 1958-11-01 |
| Filing Status | FILING 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
- Presbyterian Healthcare Services 401(a) Plan $531M · 11,854
- Presbyterian Medical Services Discretionary Contribution Plan $38M · 996
- Santa Fe Preparatory School DC Retirement Plan $18M · 129
- Medinatura, Inc. Retirement Plan $15M · 31
- Bosque School Defined Contribution Retirement Plan $12M · 103
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Daniels Insurance Agency, Inc. Employees' Incentive Trust by total assets, not by location.
- Hirschvogel 401(k) Plan (OH) $10M · 315
- The Goodman-Gable-Gould Company Profit Sharing Plan and Trust (MD) $10M · 121
- Genera Pr Saving Plan (PR) $10M · 711
- Murco Wall Products, Inc. Employees Profit Sharing Plan (TX) $10M · 217
Frequently Asked Questions
How did Daniels Insurance Agency, Inc. Employees' Incentive Trust assets move in 2024? ▼
How have Daniels Insurance Agency, Inc. plan assets changed over time? ▼
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Next read for Daniels Insurance Agency, Inc. Employees…
Multi-year trail
Ways to act on Daniels Insurance Agency, Inc. Employees' Incentive Trust's numbers.
- By total assets, Daniels Insurance Agency, Inc. Employees' Incentive Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Daniels Insurance Agency, Inc.'s sponsor-wide assets have grown 16642.6% since 2022 across 3 plan years on file. More Finance & Insurance plans
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.