Profit Sharing · DOL Form 5500 · 2023
Inspe Associates Ltd Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $131,916
- Avg per participant Near avg balance/head
Official DOL plan name: Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan · Sponsored by Inspe Associates Ltd · Illinois · Healthcare & Social Assistance
$2M in assets, 12 participants
Inspe Associates Ltd's Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,469 in Healthcare & Social Assistance (17,684 peers)
Inspe Associates Ltd multi-year trail
Inspe Associates Ltd's plans moved -42.8% in assets from 2022 to 2024; this filing shows Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan at $2M / 12 participants.
- #4,469
- in Healthcare & Social Assistance (17,684 peers)
- -55.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan among the smaller filed plans by assets
Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,582,995 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan reported net income fell from -$341K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363772118 · Inspe Associates Ltd PY 2023 · Profit Sharing
Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan · $2M · 12 · 28th
- EOY $2M
- 5500 12
- ASSETS 28th
- PCT Profit Sharing
- EIN near Jsmt Retirement Plan
- RANK ind #4469
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan in the asset neighbourhood
Inspe Associates Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Inspe Associates Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 42.80613916875469% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 12 | $2M |
| 2024 | 1 | 10 | $2M |
Inspe Associates Ltd filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$2M |
| Employer EIN | 363772118 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Fidelity Retirement Plan--Inspe Associates Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Jsmt Retirement Plan in PR ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Watering Lane Ventures, Inc. Profit Sharing Plan (NH) 12 · 0 off
- Pence Visual Communications Inc. Retirement Plan (OH) 12 · 0 off
- American Century Investments (CA) 12 · 0 off
- K&s Holdings Group, Inc. Retirement Plan (FL) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.