Profit Sharing · DOL Form 5500 · 2022

Jeffrey a. Peschke Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$399K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$199,455
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan · Sponsored by Jeffrey a. Peschke Insurance Agency, Inc. · Indiana · Finance & Insurance

$399K in assets, 2 participants

Jeffrey a. Peschke Insurance Agency, Inc.'s Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan reported $399K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #946 in Finance & Insurance (9,261 peers)

2022 asset change

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan grew sharply 26.0% in 2022 ($317K → $399K) for 2 participants.

#946
in Finance & Insurance (9,261 peers)
+26.0%
assets growth YoY

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan among the smaller filed plans by assets

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan vs every filed plan by assets

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

$398,909 16th percentile higher than 16% 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

Jeffrey a. Peschke Insurance 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. Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 351688890 · Jeffrey a. Peschke Insurance Agency, Inc. PY 2022 · Profit Sharing

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan · $399K · 2 · 16th

  • EIN $399K
  • EIN 2
  • EIN 16th
  • EIN Profit Sharing
  • EIN near Michell Enterprises, LLC 401(k) and Profit Sharing Plan
  • EIN ind #946

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 Indiana →

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan in the asset neighbourhood

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing PlanJeffrey a. Peschke Insurance…$399KMichell Enterprises, LLC 401(k) and Profit Sharing PlanMichell Enterprises, LLC 401…$399KDanna's Sub Shop Incorporated Retirement PlanDanna's Sub Shop Incorporate…$399KParty of Nine Holdings, Inc. Retirement PlanParty of Nine Holdings, Inc.…$399KMiknat, Inc. Profit Sharing PlanMiknat, Inc. Profit Sharing …$399K
End-of-year total assets ($M) among Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jeffrey a. Peschke Insurance Agency, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Jeffrey a. Peschke Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$369K 7.621287060457398% vs 2022
2023 filing year
$0.36M$0.37M$0.38M$0.39M$0.4M$0.41M 20222023 $0.4M $0.37M ▼ -7.5%
Year Plans Participants Total Assets
2022 1 2 $399K
2023 1 2 $369K

2022 asset-move particulars

Total Assets (Beginning of Year)$317K
Net Assets (End of Year)$399K
Net Income$82K
Employer EIN351688890
Plan Effective Date2000-09-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

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

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.522.5 Total assets ($B) Participants Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan, Total assets ($B): 0.000398909 · Participants: 2Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement Plan
Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan side-by-side with 3 peers →

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Michell Enterprises, LLC 401(k) and Profit Sharing Plan in CT ($399K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan assets move in 2022? ▼
Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan grew sharply - up 26.0% during 2022, from $317K to $399K. Reported net income was $82K.
How have Jeffrey a. Peschke Insurance Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jeffrey a. Peschke Insurance Agency, Inc.'s sponsor-wide assets declined 7.6%, from $399K to $369K.
Where does Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan ranks in the 16th 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 Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Michell Enterprises, LLC 401(k) and Profit Sharing Plan in CT ($399K, 860 participants).
Which Profit Sharing plans cover a similar participant headcount to Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 351688890.

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.