Profit Sharing · DOL Form 5500 · 2022

Dan Schani Insurance Agency LLC Profit Sharing Plan

Data updated 2026-08-25

$67K
Total assets Small plan by assets
4
Participants Small participant base
4th
Percentile by assets National rank
$16,818
Avg per participant Low balance/head
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Official DOL plan name: Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan · Sponsored by Dan Schani Insurance Agency LLC · Wisconsin · Finance & Insurance

$67K in assets, 4 participants

Dan Schani Insurance Agency LLC's Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan reported $67K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

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

Dan Schani Insurance Agency LLC multi-year trail

Dan Schani Insurance Agency LLC's plans moved +188.0% in assets from 2022 to 2024; this filing shows Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan at $67K / 4 participants.

#259
in Finance & Insurance (9,261 peers)
+89.2%
assets growth YoY

Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$67,272 4th percentile higher than 4% 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

Dan Schani Insurance Agency LLC 401(k) 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. Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 461523198 · Dan Schani Insurance Agency LLC PY 2022 · Profit Sharing

Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan · $67K · 4 · 4th

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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 Wisconsin →

Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Dan Schani Insurance Agency LLC 401(k) Profit Sharing PlanDan Schani Insurance Agency …$67KGmp Family Matters, Inc. Retirement PlanGmp Family Matters, Inc. Ret…$67KAffordable Values, Inc. Retirement PlanAffordable Values, Inc. Reti…$67KSun West Financial Services International Inc 1081. 01(D) PlanSun West Financial Services …$67KJabby Enterprises Inc. Retirement PlanJabby Enterprises Inc. Retir…$67K
End-of-year total assets ($M) among Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Dan Schani Insurance Agency LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dan Schani Insurance Agency LLC plans reported in each filing year

Latest sponsor-wide plan assets
$194K 188.0247354025449% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.07M $0.19M ▲ +171.4%
Year Plans Participants Total Assets
2022 1 4 $67K
2023 1 3 $114K
2024 1 3 $194K

Dan Schani Insurance Agency LLC filing trail (2022)

Total Assets (Beginning of Year)$36K
Net Assets (End of Year)$67K
Net Income$32K
Employer EIN461523198
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.000067272 · Participants: 4Dan Schani Insurance Agency LLC 401(k) Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Gmp Family Matters, Inc. Retirement Plan in NJ ($67K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

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 Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan surged - up 89.2% during 2022, from $36K to $67K. Reported net income was $32K.
How have Dan Schani Insurance Agency LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dan Schani Insurance Agency LLC's sponsor-wide assets grew 188.0%, from $67K to $194K.
Where does Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan ranks in the 4th 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 Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gmp Family Matters, Inc. Retirement Plan in NJ ($67K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461523198.

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.