401(k) · DOL Form 5500 · 2022
People's Trust Insurance Co. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 564
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $26,578
- Avg per participant Low balance/head
Official DOL plan name: People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust · Sponsored by People's Trust Insurance Co. · Florida · Finance & Insurance
$15M in assets, 564 participants
People's Trust Insurance Co.'s People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 564 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,318 in Finance & Insurance (9,261 peers)
People's Trust Insurance Co. multi-year trail
People's Trust Insurance Co.'s plans moved +33.0% in assets from 2022 to 2024; this filing shows People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust at $15M / 564 participants.
- #5,318
- in Finance & Insurance (9,261 peers)
- -15.7%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust's outsized position by total assets
People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,989,907 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (564 participants).
DOL schedule card
Filing strip 261716465 · People's Trust Insurance Co. PY 2022 · 401(k)
People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust · $15M · 564 · 73rd
- ASSETS $15M
- ASSETS 564
- ASSETS 73rd
- ASSETS 401(k)
- ASSETS near J & L Ventures, LLC Retirement Savings Plan
- ASSETS ind #5318
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 →
People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
People's Trust Insurance Co. multi-year asset trail
Sponsor-wide plan assets over time
All People's Trust Insurance Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 32.9976296717518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 564 | $15M |
| 2023 | 1 | 375 | $18M |
| 2024 | 1 | 397 | $20M |
People's Trust Insurance Co. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 261716465 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is J & L Ventures, LLC Retirement Savings Plan in GA ($15M); by covered participants it is Republic Bank 401(k) & Profit Sharing Plan in PA (564 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (564 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.