Profit Sharing · DOL Form 5500 · 2022
Kohls & Walker Insurance Agency Inc Profit Sharing Plan
Data updated 2026-08-25
- $147K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $49,092
- Avg per participant Low balance/head
Official DOL plan name: Kohls & Walker Insurance Agency Profit Sharing Plan · Sponsored by Kohls & Walker Insurance Agency Inc · California · Finance & Insurance
$147K in assets, 3 participants
Kohls & Walker Insurance Agency Inc's Kohls & Walker Insurance Agency Profit Sharing Plan reported $147K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #484 in Finance & Insurance (9,261 peers)
Kohls & Walker Insurance Agency Inc multi-year trail
Kohls & Walker Insurance Agency Inc's plans moved +38.4% in assets from 2022 to 2024; this filing shows Kohls & Walker Insurance Agency Profit Sharing Plan at $147K / 3 participants.
- #484
- in Finance & Insurance (9,261 peers)
- -35.7%
- assets change YoY
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kohls & Walker Insurance Agency Profit Sharing Plan among the smaller filed plans by assets
Kohls & Walker Insurance Agency Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$147,277 8th percentile higher than 8% 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
Kohls & Walker Insurance Agency 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. Kohls & Walker Insurance Agency Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 330494736 · Kohls & Walker Insurance Agency Inc PY 2022 · Profit Sharing
Kohls & Walker Insurance Agency Profit Sharing Plan · $147K · 3 · 8th
- EIN $147K
- RANK 3
- PHOTO 8th
- IND Profit Sharing
- EOY near Ctbt Inc. Retirement Plan
- 5500 ind #484
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 →
Kohls & Walker Insurance Agency Profit Sharing Plan in the asset neighbourhood
Kohls & Walker Insurance Agency Inc multi-year asset trail
Sponsor-wide plan assets over time
All Kohls & Walker Insurance Agency Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $204K 38.395676174827024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $147K |
| 2023 | 1 | 3 | $190K |
| 2024 | 1 | 3 | $204K |
Kohls & Walker Insurance Agency Inc filing trail (2022)
| Total Assets (Beginning of Year) | $229K |
|---|---|
| Net Assets (End of Year) | $147K |
| Net Income | -$82K |
| Employer EIN | 330494736 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Kohls & Walker Insurance Agency Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Ctbt Inc. Retirement Plan in FL ($147K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.