Profit Sharing · DOL Form 5500 · 2023

Chamberlin Insurance Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$824K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$102,954
Avg per participant Below avg balance/head
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Official DOL plan name: Chamberlin Insurance Group, Inc. Retirement Plan · Sponsored by Chamberlin Insurance Group, Inc. · Pennsylvania · Finance & Insurance

$824K in assets, 8 participants

Chamberlin Insurance Group, Inc.'s Chamberlin Insurance Group, Inc. Retirement Plan reported $824K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,225 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Chamberlin Insurance Group, Inc. Retirement Plan holds $824K for 8 participants - about $102,954 per participant, among the smaller plans by assets on file.

#1,225
in Finance & Insurance (8,869 peers)
+3.3%
assets growth YoY

Chamberlin Insurance Group, Inc. Retirement Plan among the smaller filed plans by assets

Chamberlin Insurance Group, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$823,635 22nd percentile higher than 22% of 127,068 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 2023

Chamberlin Insurance Group, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chamberlin Insurance Group, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chamberlin Insurance Group, Inc. Retirement Plan reported net income rose from -$33K in the plan year 2022 filing to $26K in the plan year 2023 filing.
  • Chamberlin Insurance Group, Inc. Retirement Plan reported participants fell from 15 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Chamberlin Insurance Group, Inc. Retirement Plan end-of-year assets rose from $797K in the plan year 2022 filing to $824K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455253289 · Chamberlin Insurance Group, Inc. PY 2023 · Profit Sharing

Chamberlin Insurance Group, Inc. Retirement Plan · $824K · 8 · 22nd

  • EBSA $824K
  • PART 8
  • TYPE 22nd
  • NET Profit Sharing
  • BOOK near Decori Ventures, Inc. Retirement Plan
  • VS-ST ind #1225

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 Pennsylvania →

Chamberlin Insurance Group, Inc. Retirement Plan in the asset neighbourhood

Chamberlin Insurance Group, Inc. Retirement PlanChamberlin Insurance Group, …$824KDecori Ventures, Inc. Retirement PlanDecori Ventures, Inc. Retire…$824KKosmider Inc. Retirement Plan$824KEscape Resorts, Inc. Profit Sharing PlanEscape Resorts, Inc. Profit …$824KFinnwin Corp. Profit Sharing PlanFinnwin Corp. Profit Sharing…$823K
End-of-year total assets ($M) among Chamberlin Insurance Group, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$797K
Net Assets (End of Year)$824K
Net Income$26K
Employer EIN455253289
Plan Effective Date2012-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Chamberlin Insurance Group, Inc.)

Sponsor-wide plan assets over time

All Chamberlin Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$813K 1.9727896276448953% vs 2022
2024 filing year
$0.79M$0.8M$0.81M$0.82M$0.83M 202220232024 $0.8M $0.81M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 15 $797K
2023 1 8 $824K
2024 1 9 $813K

Nearby Profit Sharing Plans in Pennsylvania

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

Chamberlin Insurance Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Chamberlin Insurance Group, Inc. Retirement Plan, Total assets ($B): 0.000823635 · Participants: 8Chamberlin Insurance Group, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Chamberlin Insurance Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Chamberlin Insurance Group, Inc. Retirement Plan side-by-side with 3 peers →

Chamberlin Insurance Group, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Decori Ventures, Inc. Retirement Plan in TN ($824K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($824K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chamberlin Insurance Group, Inc. Retirement Plan assets move in 2023? ▼
Chamberlin Insurance Group, Inc. Retirement Plan edged up modestly - up 3.3% during 2023, from $797K to $824K. Reported net income was $26K.
How have Chamberlin Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chamberlin Insurance Group, Inc.'s sponsor-wide assets grew 2.0%, from $797K to $813K.
Where does Chamberlin Insurance Group, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Chamberlin Insurance Group, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Chamberlin Insurance Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Decori Ventures, Inc. Retirement Plan in TN ($824K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Chamberlin Insurance Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455253289.

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.