Profit Sharing · DOL Form 5500 · 2022

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$527,127
Avg per participant High balance/head
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Official DOL plan name: Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Michael Page Davis Insurance Agency, Inc. · California · Finance & Insurance

$2M in assets, 4 participants

Michael Page Davis Insurance Agency, Inc.'s Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,169 in Finance & Insurance (9,261 peers)

Michael Page Davis Insurance Agency, Inc. multi-year trail

Michael Page Davis Insurance Agency, Inc.'s plans moved -13.3% in assets from 2022 to 2024; this filing shows Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan at $2M / 4 participants.

#2,169
in Finance & Insurance (9,261 peers)
+45.4%
assets growth YoY

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,108,508 35th percentile higher than 35% 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

Michael Page Davis Insurance Agency, Inc. 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. Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 953872854 · Michael Page Davis Insurance Agency, Inc. PY 2022 · Profit Sharing

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan · $2M · 4 · 35th

  • VS-ST $2M
  • VS-ST 4
  • VS-ST 35th
  • VS-ST Profit Sharing
  • VS-ST near Retirement Plan for Employee of Deya Elevators Services, Inc.
  • VS-ST ind #2169

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 California →

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Michael Page Davis Insurance Agency, Inc. Profit Sharing PlanMichael Page Davis Insurance…$2MRetirement Plan for Employee of Deya Elevators Services, Inc.Retirement Plan for Employee…$2MAntolin J. Alvarez Pont Retirement PlanAntolin J. Alvarez Pont Reti…$2MAviation Fabricators Profit Sharing PlanAviation Fabricators Profit …$2MRobert a. Motel P.C., Profit Sharing PlanRobert a. Motel P.C., Profit…$2M
End-of-year total assets ($M) among Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Michael Page Davis Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Michael Page Davis Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.264213367936001% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $2.11M $1.83M ▼ -13.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 3 $2M

Michael Page Davis Insurance Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$658K
Employer EIN953872854
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.002108508 · Participants: 4Michael Page Davis Insurance Agency, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Retirement Plan for Employee of Deya Elevators Services, Inc. in PR ($2M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan assets move in 2022? ▼
Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan surged - up 45.4% during 2022, from $1M to $2M. Reported net income was $658K.
How have Michael Page Davis Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Page Davis Insurance Agency, Inc.'s sponsor-wide assets declined 13.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Plan for Employee of Deya Elevators Services, Inc. in PR ($2M, 194 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K 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 953872854.

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.