Profit Sharing · DOL Form 5500 · 2022

General Insurance Brokers Profit Sharing Plan

Data updated 2026-08-25

$325K
Total assets Small plan by assets
13
Participants Small participant base
14th
Percentile by assets National rank
$24,969
Avg per participant Low balance/head
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Official DOL plan name: General Insurance Brokers Retirement Plan · Sponsored by General Insurance Brokers · Puerto Rico · Finance & Insurance

$325K in assets, 13 participants

General Insurance Brokers's General Insurance Brokers Retirement Plan reported $325K in total assets and 13 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.

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

General Insurance Brokers multi-year trail

General Insurance Brokers's plans moved +79.7% in assets from 2022 to 2024; this filing shows General Insurance Brokers Retirement Plan at $325K / 13 participants.

#827
in Finance & Insurance (9,261 peers)
-1.9%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

General Insurance Brokers Retirement Plan among the smaller filed plans by assets

General Insurance Brokers Retirement Plan vs every filed plan by assets

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

$324,597 14th percentile higher than 14% 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

General Insurance Brokers Retirement 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. General Insurance Brokers Retirement Plan is a small filing (13 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 660448501 · General Insurance Brokers PY 2022 · Profit Sharing

General Insurance Brokers Retirement Plan · $325K · 13 · 14th

  • IND $325K
  • IND 13
  • IND 14th
  • IND Profit Sharing
  • IND near Mra International, Inc. Money Purchase Plan
  • IND ind #827

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 Puerto Rico →

General Insurance Brokers Retirement Plan in the asset neighbourhood

General Insurance Brokers Retirement PlanGeneral Insurance Brokers Re…$325KMra International, Inc. Money Purchase PlanMra International, Inc. Mone…$324KShahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & TrustShahriar Safavi, M. D. , P. …$324KOutset Quest Inc. Retirement PlanOutset Quest Inc. Retirement…$325KKjersten Heron PLLC Profit-Sharing PlanKjersten Heron PLLC Profit-S…$324K
End-of-year total assets ($M) among General Insurance Brokers Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

General Insurance Brokers multi-year asset trail

Sponsor-wide plan assets over time

All General Insurance Brokers plans reported in each filing year

Latest sponsor-wide plan assets
$583K 79.72809360530134% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.32M $0.58M ▲ +81.2%
Year Plans Participants Total Assets
2022 1 13 $325K
2023 1 14 $451K
2024 1 17 $583K

General Insurance Brokers filing trail (2022)

Total Assets (Beginning of Year)$331K
Net Assets (End of Year)$325K
Net Income-$6K
Employer EIN660448501
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

General Insurance Brokers Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants General Insurance Brokers Retirement Plan, Total assets ($M): 0.324597 · Participants: 13General Insurance Brokers Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
General Insurance Brokers Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare General Insurance Brokers Retirement Plan side-by-side with 3 peers →

General Insurance Brokers Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mra International, Inc. Money Purchase Plan in NJ ($324K); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 General Insurance Brokers Retirement Plan assets move in 2022? ▼
General Insurance Brokers Retirement Plan edged down modestly - down 1.9% during 2022, from $331K to $325K. Reported net income was -$6K.
How have General Insurance Brokers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), General Insurance Brokers's sponsor-wide assets grew 79.7%, from $325K to $583K.
Where does General Insurance Brokers Retirement Plan rank by assets among Form 5500 filers? ▼
General Insurance Brokers Retirement Plan ranks in the 14th 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 General Insurance Brokers Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mra International, Inc. Money Purchase Plan in NJ ($324K, 31 participants).
Which Profit Sharing plans cover a similar participant headcount to General Insurance Brokers Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (13 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 660448501.

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.