Profit Sharing · DOL Form 5500 · 2023

Surety Title Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$139,240
Avg per participant Near avg balance/head
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Official DOL plan name: Surety Title Agency, Inc Profit Sharing Plan & Trust · Sponsored by Surety Title Agency, Inc. · Ohio · Finance & Insurance

$2M in assets, 11 participants

Surety Title Agency, Inc.'s Surety Title Agency, Inc Profit Sharing Plan & Trust reported $2M in total assets and 11 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.

  • #1,632 in Finance & Insurance (8,869 peers)

Surety Title Agency, Inc. multi-year trail

Surety Title Agency, Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Surety Title Agency, Inc Profit Sharing Plan & Trust at $2M / 11 participants.

#1,632
in Finance & Insurance (8,869 peers)
+15.1%
assets growth YoY

Surety Title Agency, Inc Profit Sharing Plan & Trust among the smaller filed plans by assets

Surety Title Agency, Inc Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,531,637 28th percentile higher than 28% 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

Surety Title Agency, Inc Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surety Title Agency, Inc Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surety Title Agency, Inc Profit Sharing Plan & Trust reported net income rose from -$190K in the plan year 2022 filing to $201K in the plan year 2023 filing.
  • Surety Title Agency, Inc Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Surety Title Agency, Inc Profit Sharing Plan & Trust reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341356040 · Surety Title Agency, Inc. PY 2023 · Profit Sharing

Surety Title Agency, Inc Profit Sharing Plan & Trust · $2M · 11 · 28th

  • ASSETS $2M
  • PCT 11
  • EIN 28th
  • RANK Profit Sharing
  • PHOTO near Sjl Family Inc. Retirement Plan
  • IND ind #1632

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 Ohio →

Surety Title Agency, Inc Profit Sharing Plan & Trust in the asset neighbourhood

Surety Title Agency, Inc Profit Sharing Plan & TrustSurety Title Agency, Inc Pro…$2MSjl Family Inc. Retirement PlanSjl Family Inc. Retirement P…$2MChaus Realty LLC Profit Sharing PlanChaus Realty LLC Profit Shar…$2MNeurological Associates of the Ozarks, Inc. Profit Sharing PlanNeurological Associates of t…$2MLeftwich Enterprises, Inc. Retirement PlanLeftwich Enterprises, Inc. R…$2M
End-of-year total assets ($M) among Surety Title Agency, Inc Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Surety Title Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Surety Title Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.08138248626291% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.33M $1.68M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 11 $2M
2024 1 9 $2M

Surety Title Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$201K
Employer EIN341356040
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Surety Title Agency, Inc Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Surety Title Agency, Inc Profit Sharing Plan & Trust, Total assets ($B): 0.001531637 · Participants: 11Surety Title Agency, Inc Profit Sharing Plan & TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Surety Title Agency, Inc Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Surety Title Agency, Inc Profit Sharing Plan & Trust side-by-side with 3 peers →

Surety Title Agency, Inc Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Sjl Family Inc. Retirement Plan in NY ($2M); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Surety Title Agency, Inc Profit Sharing Plan & Trust assets move in 2023? ▼
Surety Title Agency, Inc Profit Sharing Plan & Trust grew sharply - up 15.1% during 2023, from $1M to $2M. Reported net income was $201K.
How have Surety Title Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surety Title Agency, Inc.'s sponsor-wide assets grew 26.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Surety Title Agency, Inc Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Sjl Family Inc. Retirement Plan in NY ($2M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Surety Title Agency, Inc Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants, N/A 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 341356040.

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.