Defined Benefit (Pension) · DOL Form 5500 · 2023

Bob Milligan Insurance Agency,Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
40th
Percentile by assets National rank
$778,542
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan · Sponsored by Bob Milligan Insurance Agency,Inc. · Florida · Finance & Insurance

$4M in assets, 5 participants

Bob Milligan Insurance Agency,Inc.'s Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,483 in Finance & Insurance (8,869 peers)

2023 asset change

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan grew sharply 18.7% in 2023 ($3M → $4M) for 5 participants.

#2,483
in Finance & Insurance (8,869 peers)
+18.7%
assets growth YoY

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$3,892,709 40th percentile higher than 40% 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

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension 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. Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $614K in the plan year 2023 filing.
  • Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650801493 · Bob Milligan Insurance Agency,Inc. PY 2023 · Defined Benefit (Pension)

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan · $4M · 5 · 40th

  • 5500 $4M
  • 5500 5
  • 5500 40th
  • 5500 Defined Benefit (Pension)
  • 5500 near Austin Retina Associates Cash Balance Plan
  • 5500 ind #2483

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 Florida →

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in the asset neighbourhood

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension PlanBob Milligan Insurance Agenc…$4MAustin Retina Associates Cash Balance PlanAustin Retina Associates Cas…$4MHolyhood Cemetery Association Pension PlanHolyhood Cemetery Associatio…$4MRand-Whitney Retirement Plan for Members of Bargaining UnitsRand-Whitney Retirement Plan…$4MCement Masons Local 783 Pension TrustCement Masons Local 783 Pens…$4M
End-of-year total assets ($M) among Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bob Milligan Insurance Agency,Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Bob Milligan Insurance Agency,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.28M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 5 $4M
2024 1 5 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$614K
Employer EIN650801493
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan, Total assets ($B): 0.003892709 · Participants: 5Bob Milligan Insurance Agency,Inc. Defined Benefit Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Austin Retina Associates Cash Balance Plan in TX ($4M); by covered participants it is Atlantis Dental Care Cash Balance Plan in ID (5 participants). Same-state nearby plans are listed separately above.

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 Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan grew sharply - up 18.7% during 2023, from $3M to $4M. Reported net income was $614K.
Which Defined Benefit (Pension) plans are similar in size to Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Austin Retina Associates Cash Balance Plan in TX ($4M, 118 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Atlantis Dental Care Cash Balance Plan in ID (5 participants, $647K 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 650801493.

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.