Defined Benefit (Pension) · DOL Form 5500 · 2022
Bob Milligan Insurance Agency,Inc. Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $546,398
- Avg per participant High balance/head
Official DOL plan name: Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan · Sponsored by Bob Milligan Insurance Agency,Inc. · Florida · Finance & Insurance
$3M in assets, 6 participants
Bob Milligan Insurance Agency,Inc.'s Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan reported $3M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,649 in Finance & Insurance (9,261 peers)
2022 asset change
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan declined sharply 24.9% in 2022 ($4M → $3M) for 6 participants.
- #2,649
- in Finance & Insurance (9,261 peers)
- -24.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,278,387 42nd percentile higher than 42% 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
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension 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. Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.
Published 5500 schedule card
Filing strip 650801493 · Bob Milligan Insurance Agency,Inc. PY 2022 · Defined Benefit (Pension)
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan · $3M · 6 · 42nd
- TYPE $3M
- NET 6
- BOOK 42nd
- VS-ST Defined Benefit (Pension)
- BOY near Central Ohio Hospitalists, Inc. Cash Balance Plan
- SCH ind #2649
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 →
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in the asset neighbourhood
Bob Milligan Insurance Agency,Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Bob Milligan Insurance Agency,Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 5 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 650801493 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Aviation Products Pension Plan $6.6B · 10
- Nextera Energy, Inc. Employee Pension Plan $4.8B · 13,210
- Csx Pension Plan $2.2B · 2,728
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP $1.9B · 5,861
- Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners $1.8B · 3,819
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Central Ohio Hospitalists, Inc. Cash Balance Plan in OH ($3M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.