401(k) · DOL Form 5500 · 2022

Suncoast Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$261,678
Avg per participant Above avg balance/head
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Official DOL plan name: Suncoast Insurance Services Retirement Plan · Sponsored by Suncoast Insurance Services, Inc. · California · Finance & Insurance

$1M in assets, 4 participants

Suncoast Insurance Services, Inc.'s Suncoast Insurance Services Retirement Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,550 in Finance & Insurance (9,261 peers)

Suncoast Insurance Services, Inc. multi-year trail

Suncoast Insurance Services, Inc.'s plans moved +15.4% in assets from 2022 to 2024; this filing shows Suncoast Insurance Services Retirement Plan at $1M / 4 participants.

#1,550
in Finance & Insurance (9,261 peers)
-12.4%
assets change YoY

The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Suncoast Insurance Services Retirement Plan among the smaller filed plans by assets

Suncoast Insurance Services Retirement Plan vs every filed plan by assets

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

$1,046,710 25th percentile higher than 25% 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

Suncoast Insurance Services Retirement 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. Suncoast Insurance Services Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 461073173 · Suncoast Insurance Services, Inc. PY 2022 · 401(k)

Suncoast Insurance Services Retirement Plan · $1M · 4 · 25th

  • BOY $1M
  • SCH 4
  • EBSA 25th
  • PART 401(k)
  • TYPE near Skyline Center, Inc. 401(k) Plan
  • NET ind #1550

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 California →

Suncoast Insurance Services Retirement Plan in the asset neighbourhood

Suncoast Insurance Services Retirement PlanSuncoast Insurance Services …$1MSkyline Center, Inc. 401(k) PlanSkyline Center, Inc. 401(k) …$1MFull Color, Inc. 401(k) and Profit Sharing PlanFull Color, Inc. 401(k) and …$1MUnipro Retirement Plan$1MSeven Oaks Supply Hardware Division, Inc. Employees 401(k) PlanSeven Oaks Supply Hardware D…$1M
End-of-year total assets ($M) among Suncoast Insurance Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Suncoast Insurance Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Suncoast Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.362516838474841% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M$1.2M$1.25M 202220232024 $1.05M $1.21M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $1M
2024 1 5 $1M

Suncoast Insurance Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$148K
Employer EIN461073173
Plan Effective Date2012-09-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Suncoast Insurance Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Suncoast Insurance Services Retirement Plan, Total assets ($B): 0.00104671 · Participants: 4Suncoast Insurance Services Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Suncoast Insurance Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Suncoast Insurance Services Retirement Plan side-by-side with 3 peers →

Suncoast Insurance Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Skyline Center, Inc. 401(k) Plan in IA ($1M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (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 Suncoast Insurance Services Retirement Plan assets move in 2022? ▼
Suncoast Insurance Services Retirement Plan pulled back noticeably - down 12.4% during 2022, from $1M to $1M. Reported net income was -$148K.
How have Suncoast Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suncoast Insurance Services, Inc.'s sponsor-wide assets grew 15.4%, from $1M to $1M.
Where does Suncoast Insurance Services Retirement Plan rank by assets among Form 5500 filers? ▼
Suncoast Insurance Services Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Suncoast Insurance Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skyline Center, Inc. 401(k) Plan in IA ($1M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Suncoast Insurance Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (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 461073173.

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.