Profit Sharing · DOL Form 5500 · 2022

Cornerstone Insurance Agency Inc Profit Sharing Plan

Data updated 2026-08-25

$2K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$1,101
Avg per participant Low balance/head
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Official DOL plan name: Cornerstone Insurance Agency Inc Profit Sharing Plan · Sponsored by Cornerstone Insurance Agency Inc · Massachusetts · Finance & Insurance

$2K in assets, 2 participants

Cornerstone Insurance Agency Inc's Cornerstone Insurance Agency Inc Profit Sharing Plan reported $2K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

  • #36 in Finance & Insurance (9,261 peers)

2022 asset change

Cornerstone Insurance Agency Inc Profit Sharing Plan contracted severely 83.4% in 2022 ($13K → $2K) for 2 participants.

#36
in Finance & Insurance (9,261 peers)
-83.4%
assets change YoY

Cornerstone Insurance Agency Inc Profit Sharing Plan among the smaller filed plans by assets

Cornerstone Insurance Agency Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,202 1st percentile higher than 1% of 139,123 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 2022

Cornerstone Insurance Agency Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornerstone Insurance Agency Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 043010857 · Cornerstone Insurance Agency Inc PY 2022 · Profit Sharing

Cornerstone Insurance Agency Inc Profit Sharing Plan · $2K · 2 · 1st

  • EOY $2K
  • 5500 2
  • ASSETS 1st
  • PCT Profit Sharing
  • EIN near H&s Haircutters, Inc. Retirement Plan
  • RANK ind #36

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 Massachusetts →

Cornerstone Insurance Agency Inc Profit Sharing Plan in the asset neighbourhood

Cornerstone Insurance Agency Inc Profit Sharing PlanCornerstone Insurance Agency…$2KH&s Haircutters, Inc. Retirement PlanH&s Haircutters, Inc. Retire…$2KJeffers Forlines Investment, Inc. Pension Transfer Trust PlanJeffers Forlines Investment,…$2KVotrex Media Inc. Retirement PlanVotrex Media Inc. Retirement…$2KTmthompson Enterprises, Inc. Profit Sharing PlanTmthompson Enterprises, Inc.…$2K
End-of-year total assets ($M) among Cornerstone Insurance Agency Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Cornerstone Insurance Agency Inc years around the 2022 move

Sponsor-wide plan assets over time

All Cornerstone Insurance Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2K 3.496821071752952% vs 2022
2023 filing year
$0M 20222023 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $2K
2023 1 1 $2K

2022 asset-move particulars

Total Assets (Beginning of Year)$13K
Net Assets (End of Year)$2K
Net Income$168
Employer EIN043010857
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Cornerstone Insurance Agency Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Cornerstone Insurance Agency Inc Profit Sharing Plan, Total assets ($B): 0.000002202 · Participants: 2Cornerstone Insurance Agency Inc Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Cornerstone Insurance Agency Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Cornerstone Insurance Agency Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is H&s Haircutters, Inc. Retirement Plan in AL ($2K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cornerstone Insurance Agency Inc Profit Sharing Plan assets move in 2022?
Cornerstone Insurance Agency Inc Profit Sharing Plan contracted severely - down 83.4% during 2022, from $13K to $2K. Reported net income was $168.
How have Cornerstone Insurance Agency Inc plan assets changed over time?
Across 2 plan years on file (2022-2023), Cornerstone Insurance Agency Inc's sponsor-wide assets grew 3.5%, from $2K to $2K.
Where does Cornerstone Insurance Agency Inc Profit Sharing Plan rank by assets among Form 5500 filers?
Cornerstone Insurance Agency Inc Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Cornerstone Insurance Agency Inc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is H&s Haircutters, Inc. Retirement Plan in AL ($2K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Cornerstone Insurance Agency Inc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).