401(k) · DOL Form 5500 · 2022

Joseph S. Donoho Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
43rd
Percentile by assets National rank
$183,796
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan · Sponsored by Joseph S. Donoho Insurance, Inc. · Florida · Finance & Insurance

$3M in assets, 19 participants

Joseph S. Donoho Insurance, Inc.'s Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan reported $3M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,735 in Finance & Insurance (9,261 peers)

Joseph S. Donoho Insurance, Inc. multi-year trail

Joseph S. Donoho Insurance, Inc.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan at $3M / 19 participants.

#2,735
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY

The plan reported a net loss of $610K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan vs every filed plan by assets

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

$3,492,124 43rd percentile higher than 43% 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

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 593646520 · Joseph S. Donoho Insurance, Inc. PY 2022 · 401(k)

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan · $3M · 19 · 43rd

  • RANK $3M
  • RANK 19
  • RANK 43rd
  • RANK 401(k)
  • RANK near North Alamo Water Supply Corporation Employees' 401(k) Profit Sharing Plan and Trust
  • RANK ind #2735

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 →

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan in the asset neighbourhood

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings PlanJoseph S. Donoho Insurance, …$3MNorth Alamo Water Supply Corporation Employees' 401(k) Profit Sharing Plan and TrustNorth Alamo Water Supply Cor…$3MEast Bay Spca Retirement Plan$3MHireart 401(k) Plan$3MVsm Management, LLC 401(k) PlanVsm Management, LLC 401(k) P…$3M
End-of-year total assets ($M) among Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joseph S. Donoho Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph S. Donoho Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.619302178273166% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.49M $4.56M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 15 $4M
2024 1 17 $5M

Joseph S. Donoho Insurance, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$610K
Employer EIN593646520
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan, Total assets ($B): 0.003492124 · Participants: 19Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan side-by-side with 3 peers →

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is North Alamo Water Supply Corporation Employees' 401(k) Profit Sharing Plan and Trust in TX ($3M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan assets move in 2022? ▼
Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan pulled back noticeably - down 14.9% during 2022, from $4M to $3M. Reported net income was -$610K.
How have Joseph S. Donoho Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph S. Donoho Insurance, Inc.'s sponsor-wide assets grew 30.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Alamo Water Supply Corporation Employees' 401(k) Profit Sharing Plan and Trust in TX ($3M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 593646520.

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.