401(k) · DOL Form 5500 · 2023

Peninsula Investments Inc 401(k) Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets
5
Participants Small participant base
20th
Percentile by assets National rank
$121,526
Avg per participant Near avg balance/head
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Official DOL plan name: Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Peninsula Investments Inc · Florida · Real Estate

$608K in assets, 5 participants

Peninsula Investments Inc's Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust reported $608K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,605 in Real Estate (4,727 peers)

Peninsula Investments Inc multi-year trail

Peninsula Investments Inc's plans moved +112.4% in assets from 2022 to 2024; this filing shows Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust at $608K / 5 participants.

#1,605
in Real Estate (4,727 peers)
+51.1%
assets growth YoY

Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$607,632 20th percentile higher than 20% 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

Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $402K in the plan year 2022 filing to $608K in the plan year 2023 filing.
  • Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $402K in the plan year 2022 filing to $206K in the plan year 2023 filing.
  • Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 8 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510330071 · Peninsula Investments Inc PY 2023 · 401(k)

Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust · $608K · 5 · 20th

  • ASSETS $608K
  • ASSETS 5
  • ASSETS 20th
  • ASSETS 401(k)
  • ASSETS near Ssi Foods 401(k) and Retirement Plan
  • ASSETS ind #1605

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 Real Estate retirement plans → · Plans in Florida →

Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Peninsula Investments, Inc 401(k) Profit Sharing Plan & TrustPeninsula Investments, Inc 4…$608KSsi Foods 401(k) and Retirement PlanSsi Foods 401(k) and Retirem…$608KD & W Jewelry Co. 401(k) Profit Sharing PlanD & W Jewelry Co. 401(k) Pro…$608KSmall Gate Inc. 401(k) Plan$608KDjp Property Management, Inc. 401(k) PlanDjp Property Management, Inc…$607K
End-of-year total assets ($M) among Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peninsula Investments Inc multi-year asset trail

Sponsor-wide plan assets over time

All Peninsula Investments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$854K 112.37487969799534% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.4M $0.85M ▲ +112.5%
Year Plans Participants Total Assets
2022 1 8 $402K
2023 1 5 $608K
2024 1 5 $854K

Peninsula Investments Inc filing trail (2023)

Total Assets (Beginning of Year)$402K
Net Assets (End of Year)$608K
Net Income$206K
Employer EIN510330071
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000607632 · Participants: 5Peninsula Investments, Inc 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Peninsula Investments, Inc 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 Ssi Foods 401(k) and Retirement Plan in ID ($608K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($608K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust surged - up 51.1% during 2023, from $402K to $608K. Reported net income was $206K.
How have Peninsula Investments Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peninsula Investments Inc's sponsor-wide assets grew 112.4%, from $402K to $854K.
Where does Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust ranks in the 20th 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 401(k) plans are similar in size to Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ssi Foods 401(k) and Retirement Plan in ID ($608K, 122 participants).
Which 401(k) plans cover a similar participant headcount to Peninsula Investments, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 510330071.

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.