401(k) · DOL Form 5500 · 2024

Moody Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
123
Participants Small participant base
69th
Percentile by assets National rank
$151,454
Avg per participant Above avg balance/head
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Official DOL plan name: Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan · Sponsored by Moody Insurance Agency, Inc. · Colorado · Finance & Insurance

$19M in assets, 123 participants

Moody Insurance Agency, Inc.'s Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported $19M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,564 in Finance & Insurance (8,549 peers)

Coverage in Colorado

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan covers 123 participants in Colorado, about 33% of the average Colorado filer (state average ~376 per filing). Assets: $19M.

#4,564
in Finance & Insurance (8,549 peers)
+11.4%
assets growth YoY

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan's outsized position by total assets

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$18,628,854 Top 31% higher than 69% 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

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 840622206 · Moody Insurance Agency, Inc. PY 2024 · 401(k)

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan · $19M · 123 · 69th

  • NET $19M
  • BOOK 123
  • VS-ST 69th
  • BOY 401(k)
  • SCH near The Connor Group 401(k) Profit Sharing Plan
  • EBSA ind #4564

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 Colorado →

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood

Moody Insurance Agency, Inc. 401(k) & Profit Sharing PlanMoody Insurance Agency, Inc.…$19MThe Connor Group 401(k) Profit Sharing PlanThe Connor Group 401(k) Prof…$19MMaytex and Zenith 401(k) Plan$19MWm. F. Meyer Company Profit Sharing PlanWm. F. Meyer Company Profit …$19MMedical Diagnostic Associates, PA Employees' Profit Sharing PlanMedical Diagnostic Associate…$19M
End-of-year total assets ($M) among Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN840622206
Plan Effective Date1974-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Moody Insurance Agency, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$19M 28.458412495614354% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $18.6M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 110 $15M
2023 1 122 $17M
2024 1 123 $19M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.018628854 · Participants: 123Moody Insurance Agency, Inc. 401(k) & Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Connor Group 401(k) Profit Sharing Plan in OH ($19M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan assets move in 2024? ▼
Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan grew at a solid clip - up 11.4% during 2024, from $17M to $19M. Reported net income was $2M.
How have Moody Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody Insurance Agency, Inc.'s sponsor-wide assets grew 28.5%, from $15M to $19M.
Which 401(k) plans are similar in size to Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Connor Group 401(k) Profit Sharing Plan in OH ($19M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 840622206.

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.