Profit Sharing · DOL Form 5500 · 2022

George Meinberg Insurance Profit Sharing Plan

Data updated 2026-08-25

$463K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$115,706
Avg per participant Below avg balance/head
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Official DOL plan name: George Meinberg Profit Sharing Plan · Sponsored by George Meinberg Insurance · Ohio · Finance & Insurance

$463K in assets, 4 participants

George Meinberg Insurance's George Meinberg Profit Sharing Plan reported $463K in total assets and 4 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.

  • #1,044 in Finance & Insurance (9,261 peers)

George Meinberg Insurance multi-year trail

George Meinberg Insurance's plans moved -13.7% in assets from 2022 to 2024; this filing shows George Meinberg Profit Sharing Plan at $463K / 4 participants.

#1,044
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY

The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

George Meinberg Profit Sharing Plan among the smaller filed plans by assets

George Meinberg Profit Sharing Plan vs every filed plan by assets

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

$462,825 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

George Meinberg 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. George Meinberg Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 310838175 · George Meinberg Insurance PY 2022 · Profit Sharing

George Meinberg Profit Sharing Plan · $463K · 4 · 18th

  • BOOK $463K
  • VS-ST 4
  • BOY 18th
  • SCH Profit Sharing
  • EBSA near Mandava Associates/Profit Sharing Plan
  • PART ind #1044

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 →

George Meinberg Profit Sharing Plan in the asset neighbourhood

George Meinberg Profit Sharing PlanGeorge Meinberg Profit Shari…$463KMandava Associates/Profit Sharing PlanMandava Associates/Profit Sh…$463KMarkel Realty Inc Profit SharingMarkel Realty Inc Profit Sha…$463KSanta Cruz Collazo LLC Retirement PlanSanta Cruz Collazo LLC Retir…$463KAlvami Company Retirement PlanAlvami Company Retirement Pl…$462K
End-of-year total assets ($M) among George Meinberg Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

George Meinberg Insurance multi-year asset trail

Sponsor-wide plan assets over time

All George Meinberg Insurance plans reported in each filing year

Latest sponsor-wide plan assets
$400K 13.67277048560471% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.46M $0.4M ▼ -13.0%
Year Plans Participants Total Assets
2022 1 4 $463K
2023 1 4 $493K
2024 1 5 $400K

George Meinberg Insurance filing trail (2022)

Total Assets (Beginning of Year)$565K
Net Assets (End of Year)$463K
Net Income-$102K
Employer EIN310838175
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

George Meinberg Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants George Meinberg Profit Sharing Plan, Total assets ($B): 0.000462825 · Participants: 4George Meinberg Profit Sharing PlanCleveland 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
George Meinberg Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare George Meinberg Profit Sharing Plan side-by-side with 3 peers →

George Meinberg Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Mandava Associates/Profit Sharing Plan in MD ($463K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($463K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 George Meinberg Profit Sharing Plan assets move in 2022? ▼
George Meinberg Profit Sharing Plan declined sharply - down 18.0% during 2022, from $565K to $463K. Reported net income was -$102K.
How have George Meinberg Insurance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George Meinberg Insurance's sponsor-wide assets declined 13.7%, from $463K to $400K.
Where does George Meinberg Profit Sharing Plan rank by assets among Form 5500 filers? ▼
George Meinberg 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 George Meinberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mandava Associates/Profit Sharing Plan in MD ($463K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to George Meinberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 310838175.

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.