Profit Sharing · DOL Form 5500 · 2022
Civic Peak, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $312K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $156,190
- Avg per participant Above avg balance/head
Official DOL plan name: Civic Peak, Inc. Retirement Plan · Sponsored by Civic Peak, Inc. · Iowa · Finance & Insurance
$312K in assets, 2 participants
Civic Peak, Inc.'s Civic Peak, Inc. Retirement Plan reported $312K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #807 in Finance & Insurance (9,261 peers)
Civic Peak, Inc. multi-year trail
Civic Peak, Inc.'s plans moved -72.8% in assets from 2022 to 2024; this filing shows Civic Peak, Inc. Retirement Plan at $312K / 2 participants.
- #807
- in Finance & Insurance (9,261 peers)
- -25.0%
- assets change YoY
The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Civic Peak, Inc. Retirement Plan among the smaller filed plans by assets
Civic Peak, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$312,380 14th percentile higher than 14% 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
Civic Peak, 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. Civic Peak, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 844100992 · Civic Peak, Inc. PY 2022 · Profit Sharing
Civic Peak, Inc. Retirement Plan · $312K · 2 · 14th
- IND $312K
- EOY 2
- 5500 14th
- ASSETS Profit Sharing
- PCT near Subhash Gupta Md PA Profit Sharing Plan
- EIN ind #807
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 Iowa →
Civic Peak, Inc. Retirement Plan in the asset neighbourhood
Civic Peak, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Civic Peak, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85K 72.76266086177093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $312K |
| 2023 | 1 | 2 | $229K |
| 2024 | 1 | 2 | $85K |
Civic Peak, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $417K |
|---|---|
| Net Assets (End of Year) | $312K |
| Net Income | -$104K |
| Employer EIN | 844100992 |
| Plan Effective Date | 2020-01-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Liberty Pattern Company Profit Sharing Plan $21M · 12
- Cambridge Investment Group, Inc. Profit Sharing Plan $17M · 772
- Palmer Lutheran Health Center, Inc. 403(b) Plan $17M · 219
- Ts Banking Group Savings Plan $15M · 227
- Hwh Corporation Employees' Profit Sharing Plan and Trust $14M · 80
Civic Peak, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Subhash Gupta Md PA Profit Sharing Plan in FL ($312K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($312K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.