401(k) · DOL Form 5500 · 2022

Shoreline Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
25
Participants Small participant base
59th
Percentile by assets National rank
$299,485
Avg per participant High balance/head
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Official DOL plan name: Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Shoreline Insurance Agency, Inc. · Michigan · Finance & Insurance

$7M in assets, 25 participants

Shoreline Insurance Agency, Inc.'s Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,913 in Finance & Insurance (9,261 peers)

Shoreline Insurance Agency, Inc. multi-year trail

Shoreline Insurance Agency, Inc.'s plans moved +38.4% in assets from 2022 to 2024; this filing shows Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan at $7M / 25 participants.

#3,913
in Finance & Insurance (9,261 peers)
+12.2%
assets growth YoY

Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,487,133 Top 41% higher than 59% 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

Shoreline Insurance Agency, Inc. 401(k) Profit Sharing 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. Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

DOL schedule card

Filing strip 382124117 · Shoreline Insurance Agency, Inc. PY 2022 · 401(k)

Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan · $7M · 25 · 59th

  • NET $7M
  • BOOK 25
  • VS-ST 59th
  • BOY 401(k)
  • SCH near Wellsville Carpet Town, Inc. 401(k) Retirement Plan
  • EBSA ind #3913

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 Michigan →

Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shoreline Insurance Agency, Inc. 401(k) Profit Sharing PlanShoreline Insurance Agency, …$7MWellsville Carpet Town, Inc. 401(k) Retirement PlanWellsville Carpet Town, Inc.…$7MCiatti Company LLC 401(k) Profit Sharing PlanCiatti Company LLC 401(k) Pr…$7MJ. Kennedy and Associates, Inc. 401(k) Profit Sharing PlanJ. Kennedy and Associates, I…$7MPedro Mccracken Design Group, Inc. 401(k) Profit Sharing PlanPedro Mccracken Design Group…$7M
End-of-year total assets ($M) among Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Shoreline Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shoreline Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.42385329604803% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.49M $10.4M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 25 $7M
2023 1 28 $9M
2024 1 27 $10M

Shoreline Insurance Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$814K
Employer EIN382124117
Plan Effective Date1987-08-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007487133 · Participants: 25Shoreline Insurance Agency, Inc. 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Wellsville Carpet Town, Inc. 401(k) Retirement Plan in NY ($7M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.2% during 2022, from $7M to $7M. Reported net income was $814K.
How have Shoreline Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoreline Insurance Agency, Inc.'s sponsor-wide assets grew 38.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellsville Carpet Town, Inc. 401(k) Retirement Plan in NY ($7M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 382124117.

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.