Profit Sharing · DOL Form 5500 · 2022

Surety Title Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
28th
Percentile by assets National rank
$110,892
Avg per participant Below avg balance/head
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Official DOL plan name: Surety Title Agency, Inc Profit Sharing Plan & Trust · Sponsored by Surety Title Agency, Inc. · Ohio · Finance & Insurance

$1M in assets, 12 participants

Surety Title Agency, Inc.'s Surety Title Agency, Inc Profit Sharing Plan & Trust reported $1M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,751 in Finance & Insurance (9,261 peers)

Surety Title Agency, Inc. multi-year trail

Surety Title Agency, Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Surety Title Agency, Inc Profit Sharing Plan & Trust at $1M / 12 participants.

#1,751
in Finance & Insurance (9,261 peers)
-12.5%
assets change YoY

The plan reported a net loss of $190K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surety Title Agency, Inc Profit Sharing Plan & Trust among the smaller filed plans by assets

Surety Title Agency, Inc Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,330,704 28th percentile higher than 28% 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

Surety Title Agency, Inc Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surety Title Agency, Inc Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 341356040 · Surety Title Agency, Inc. PY 2022 · Profit Sharing

Surety Title Agency, Inc Profit Sharing Plan & Trust · $1M · 12 · 28th

  • NET $1M
  • BOOK 12
  • VS-ST 28th
  • BOY Profit Sharing
  • SCH near Drs Jordan and Bondurant Keogh Profit Sharing Plan
  • EBSA ind #1751

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 Ohio →

Surety Title Agency, Inc Profit Sharing Plan & Trust in the asset neighbourhood

Surety Title Agency, Inc Profit Sharing Plan & TrustSurety Title Agency, Inc Pro…$1MDrs Jordan and Bondurant Keogh Profit Sharing PlanDrs Jordan and Bondurant Keo…$1MCrmb Radiology, Csp Retirement PlanCrmb Radiology, Csp Retireme…$1MEdward Y. Young, D.D.S. Profit Sharing PlanEdward Y. Young, D.D.S. Prof…$1MPerry Kerson, a Sole Proprietor Profit-Sharing PlanPerry Kerson, a Sole Proprie…$1M
End-of-year total assets ($M) among Surety Title Agency, Inc Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Surety Title Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Surety Title Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.08138248626291% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.33M $1.68M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 11 $2M
2024 1 9 $2M

Surety Title Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$190K
Employer EIN341356040
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Surety Title Agency, Inc Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Surety Title Agency, Inc Profit Sharing Plan & Trust, Total assets ($B): 0.001330704 · Participants: 12Surety Title Agency, Inc Profit Sharing Plan & TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Surety Title Agency, Inc Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Surety Title Agency, Inc Profit Sharing Plan & Trust side-by-side with 3 peers →

Surety Title Agency, Inc Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Drs Jordan and Bondurant Keogh Profit Sharing Plan in TN ($1M); by covered participants it is Laurence-Hovenier, Inc. Profit Sharing Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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.

Frequently Asked Questions

How did Surety Title Agency, Inc Profit Sharing Plan & Trust assets move in 2022? ▼
Surety Title Agency, Inc Profit Sharing Plan & Trust pulled back noticeably - down 12.5% during 2022, from $2M to $1M. Reported net income was -$190K.
How have Surety Title Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surety Title Agency, Inc.'s sponsor-wide assets grew 26.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Surety Title Agency, Inc Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Drs Jordan and Bondurant Keogh Profit Sharing Plan in TN ($1M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Surety Title Agency, Inc Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Laurence-Hovenier, Inc. Profit Sharing Plan in CA (12 participants, $3M 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 341356040.

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.