Profit Sharing · DOL Form 5500 · 2022

Don Ashbaugh Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$46K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$45,718
Avg per participant Low balance/head
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Official DOL plan name: Don Ashbaugh Agency, Inc. Profit Sharing Plan · Sponsored by Don Ashbaugh Agency, Inc. · Wisconsin · Other Services

$46K in assets, 1 participants

Don Ashbaugh Agency, Inc.'s Don Ashbaugh Agency, Inc. Profit Sharing Plan reported $46K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #570 in Other Services (8,398 peers)

Don Ashbaugh Agency, Inc. multi-year trail

Don Ashbaugh Agency, Inc.'s plans moved -19.6% in assets from 2022 to 2024; this filing shows Don Ashbaugh Agency, Inc. Profit Sharing Plan at $46K / 1 participant.

#570
in Other Services (8,398 peers)
+12.3%
assets growth YoY

Don Ashbaugh Agency, Inc. Profit Sharing Plan among the smaller filed plans by assets

Don Ashbaugh Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$45,718 3rd percentile higher than 3% 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

Don Ashbaugh Agency, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Don Ashbaugh Agency, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 263911621 · Don Ashbaugh Agency, Inc. PY 2022 · Profit Sharing

Don Ashbaugh Agency, Inc. Profit Sharing Plan · $46K · 1 · 3rd

  • BOY $46K
  • SCH 1
  • EBSA 3rd
  • PART Profit Sharing
  • TYPE near Yousif Consulting Corporation Retirement Plan
  • NET ind #570

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 Other Services retirement plans → · Plans in Wisconsin →

Don Ashbaugh Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Don Ashbaugh Agency, Inc. Profit Sharing PlanDon Ashbaugh Agency, Inc. Pr…$46KYousif Consulting Corporation Retirement PlanYousif Consulting Corporatio…$46KRocky Mountain Industrial Supply, Inc. Profit Sharing PlanRocky Mountain Industrial Su…$46KMako Pool & Spa Service Retirement PlanMako Pool & Spa Service Reti…$46KNew Wine Inc. Retirement Plan$46K
End-of-year total assets ($M) among Don Ashbaugh Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Don Ashbaugh Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Don Ashbaugh Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37K 19.596220307100047% vs 2022
2024 filing year
$0.04M$0.04M$0.05M$0.05M$0.06M 202220232024 $0.05M $0.04M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 1 $46K
2023 1 1 $41K
2024 1 1 $37K

Don Ashbaugh Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$41K
Net Assets (End of Year)$46K
Net Income$5K
Employer EIN263911621
Plan Effective Date2008-12-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Don Ashbaugh Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Don Ashbaugh Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.000045718 · Participants: 1Don Ashbaugh Agency, Inc. Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Don Ashbaugh Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Don Ashbaugh Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Don Ashbaugh Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Yousif Consulting Corporation Retirement Plan in SC ($46K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Don Ashbaugh Agency, Inc. Profit Sharing Plan assets move in 2022? ▼
Don Ashbaugh Agency, Inc. Profit Sharing Plan grew at a solid clip - up 12.3% during 2022, from $41K to $46K. Reported net income was $5K.
How have Don Ashbaugh Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Ashbaugh Agency, Inc.'s sponsor-wide assets declined 19.6%, from $46K to $37K.
Where does Don Ashbaugh Agency, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Don Ashbaugh Agency, Inc. Profit Sharing Plan ranks in the 3rd 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 Don Ashbaugh Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Yousif Consulting Corporation Retirement Plan in SC ($46K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Don Ashbaugh Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 263911621.

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.