Profit Sharing · DOL Form 5500 · 2022

Pritchard Insurance Agency, Inc Profit Sharing Plan

Data updated 2026-08-25

$487K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$121,852
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Pritchard Insurance Agency, Inc. · Sponsored by Pritchard Insurance Agency, Inc · Ohio · Finance & Insurance

$487K in assets, 4 participants

Pritchard Insurance Agency, Inc's Pritchard Insurance Agency, Inc. reported $487K 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.

  • #1,070 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Pritchard Insurance Agency, Inc. holds $487K for 4 participants - about $121,852 per participant, among the smaller plans by assets on file.

#1,070
in Finance & Insurance (9,261 peers)
-0.4%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pritchard Insurance Agency, Inc. among the smaller filed plans by assets

Pritchard Insurance Agency, Inc. vs every filed plan by assets

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

$487,409 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

Pritchard Insurance Agency, Inc. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pritchard Insurance Agency, Inc. is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 341741150 · Pritchard Insurance Agency, Inc PY 2022 · Profit Sharing

Pritchard Insurance Agency, Inc. · $487K · 4 · 18th

  • EOY $487K
  • EOY 4
  • EOY 18th
  • EOY Profit Sharing
  • EOY near Cr of Kansas Inc. Retirement Plan
  • EOY ind #1070

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 →

Pritchard Insurance Agency, Inc. in the asset neighbourhood

Pritchard Insurance Agency, Inc.Pritchard Insurance Agency, …$487KCr of Kansas Inc. Retirement PlanCr of Kansas Inc. Retirement…$487KSketch Films Inc Profit Sharing PlanSketch Films Inc Profit Shar…$487KAhluwalia Enterprises, Inc. Retirement PlanAhluwalia Enterprises, Inc. …$487K562 Enterprises Inc. Retirement Plan562 Enterprises Inc. Retirem…$487K
End-of-year total assets ($M) among Pritchard Insurance Agency, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$489K
Net Assets (End of Year)$487K
Net Income-$2K
Employer EIN341741150
Plan Effective Date1974-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Pritchard Insurance Agency, Inc. vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Pritchard Insurance Agency, Inc., Total assets ($B): 0.000487409 · Participants: 4Pritchard Insurance Agency, Inc.Cleveland 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
Pritchard Insurance Agency, Inc. vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Pritchard Insurance Agency, Inc. side-by-side with 3 peers →

Pritchard Insurance Agency, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Cr of Kansas Inc. Retirement Plan in KS ($487K); 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 ($487K 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 Pritchard Insurance Agency, Inc. assets move in 2022? ▼
Pritchard Insurance Agency, Inc. held essentially flat - down 0.4% during 2022, from $489K to $487K. Reported net income was -$2K.
Where does Pritchard Insurance Agency, Inc. rank by assets among Form 5500 filers? ▼
Pritchard Insurance Agency, Inc. 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 Pritchard Insurance Agency, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Cr of Kansas Inc. Retirement Plan in KS ($487K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Pritchard Insurance Agency, Inc.? ▼
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 341741150.

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.