Profit Sharing · DOL Form 5500 · 2022
Shore to Shore Insurance Agency Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $404,587
- Avg per participant High balance/head
Official DOL plan name: Shore to Shore Insurance Agency Inc. Retirement Plan · Sponsored by Shore to Shore Insurance Agency Inc. · Florida · Finance & Insurance
$2M in assets, 4 participants
Shore to Shore Insurance Agency Inc.'s Shore to Shore Insurance Agency Inc. Retirement Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #1,913 in Finance & Insurance (9,261 peers)
Shore to Shore Insurance Agency Inc. multi-year trail
Shore to Shore Insurance Agency Inc.'s plans moved -98.2% in assets from 2022 to 2024; this filing shows Shore to Shore Insurance Agency Inc. Retirement Plan at $2M / 4 participants.
- #1,913
- in Finance & Insurance (9,261 peers)
- +5.5%
- assets growth YoY
Shore to Shore Insurance Agency Inc. Retirement Plan among the smaller filed plans by assets
Shore to Shore Insurance Agency Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,618,349 31st percentile higher than 31% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shore to Shore Insurance Agency Inc. 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. Shore to Shore Insurance Agency Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 812912669 · Shore to Shore Insurance Agency Inc. PY 2022 · Profit Sharing
Shore to Shore Insurance Agency Inc. Retirement Plan · $2M · 4 · 31st
- IND $2M
- IND 4
- IND 31st
- IND Profit Sharing
- IND near Narendir T Soorya Inc Profit Sharing Plan & Trust
- IND ind #1913
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 Florida →
Shore to Shore Insurance Agency Inc. Retirement Plan in the asset neighbourhood
Shore to Shore Insurance Agency Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shore to Shore Insurance Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29K 98.21033658376531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 6 | $663K |
| 2024 | 1 | 1 | $29K |
Shore to Shore Insurance Agency Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $84K |
| Employer EIN | 812912669 |
| Plan Effective Date | 2016-06-13 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Shore to Shore Insurance Agency Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Narendir T Soorya Inc Profit Sharing Plan & Trust in MO ($2M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.