Profit Sharing · DOL Form 5500 · 2022

Robert L Samse Multiline Insurance Agency Profit Sharing Plan

Data updated 2026-08-25

$498K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$249,001
Avg per participant Above avg balance/head
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Official DOL plan name: Robert L Samse Multiline Insurance Agency Profit Sharing Plan · Sponsored by Robert L Samse Multiline Insurance Agency · Wisconsin · Finance & Insurance

$498K in assets, 2 participants

Robert L Samse Multiline Insurance Agency's Robert L Samse Multiline Insurance Agency Profit Sharing Plan reported $498K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,082 in Finance & Insurance (9,261 peers)

Robert L Samse Multiline Insurance Agency multi-year trail

Robert L Samse Multiline Insurance Agency's plans moved +63.4% in assets from 2022 to 2024; this filing shows Robert L Samse Multiline Insurance Agency Profit Sharing Plan at $498K / 2 participants.

#1,082
in Finance & Insurance (9,261 peers)
-27.1%
assets change YoY

The plan reported a net loss of $185K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert L Samse Multiline Insurance Agency Profit Sharing Plan among the smaller filed plans by assets

Robert L Samse Multiline Insurance Agency Profit Sharing Plan vs every filed plan by assets

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

$498,001 18th percentile higher than 18% 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

Robert L Samse Multiline 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. Robert L Samse Multiline Insurance Agency Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 391638716 · Robert L Samse Multiline Insurance Agency PY 2022 · Profit Sharing

Robert L Samse Multiline Insurance Agency Profit Sharing Plan · $498K · 2 · 18th

  • TYPE $498K
  • NET 2
  • BOOK 18th
  • VS-ST Profit Sharing
  • BOY near Psix Inc. Retirement Plan
  • SCH ind #1082

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 Wisconsin →

Robert L Samse Multiline Insurance Agency Profit Sharing Plan in the asset neighbourhood

Robert L Samse Multiline Insurance Agency Profit Sharing PlanRobert L Samse Multiline Ins…$498KPsix Inc. Retirement Plan$498KTazwood Community Services Inc Retirement PlanTazwood Community Services I…$498KGipecd Medical Services, LLC Profit Sharing Retirement PlanGipecd Medical Services, LLC…$498KJ R Ireland Jr Od PC Profit Sharing Plan and TrustJ R Ireland Jr Od PC Profit …$498K
End-of-year total assets ($M) among Robert L Samse Multiline Insurance Agency Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Robert L Samse Multiline Insurance Agency multi-year asset trail

Sponsor-wide plan assets over time

All Robert L Samse Multiline Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$814K 63.355896875709085% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.5M $0.81M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 2 $498K
2023 1 2 $673K
2024 1 2 $814K

Robert L Samse Multiline Insurance Agency filing trail (2022)

Total Assets (Beginning of Year)$683K
Net Assets (End of Year)$498K
Net Income-$185K
Employer EIN391638716
Plan Effective Date1994-10-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Robert L Samse Multiline Insurance Agency Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Robert L Samse Multiline Insurance Agency Profit Sharing Plan, Total assets ($B): 0.000498001 · Participants: 2Robert L Samse Multiline Insurance Agency Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Robert L Samse Multiline Insurance Agency Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Robert L Samse Multiline Insurance Agency Profit Sharing Plan side-by-side with 3 peers →

Robert L Samse Multiline Insurance Agency Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Psix Inc. Retirement Plan in NJ ($498K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Robert L Samse Multiline Insurance Agency Profit Sharing Plan assets move in 2022? ▼
Robert L Samse Multiline Insurance Agency Profit Sharing Plan declined sharply - down 27.1% during 2022, from $683K to $498K. Reported net income was -$185K.
How have Robert L Samse Multiline Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert L Samse Multiline Insurance Agency's sponsor-wide assets grew 63.4%, from $498K to $814K.
Where does Robert L Samse Multiline Insurance Agency Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robert L Samse Multiline Insurance Agency Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Robert L Samse Multiline Insurance Agency Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Psix Inc. Retirement Plan in NJ ($498K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert L Samse Multiline Insurance Agency Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 391638716.

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.