Profit Sharing · DOL Form 5500 · 2023

Robert L Samse Multiline Insurance Agency Profit Sharing Plan

Data updated 2026-08-25

$673K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$336,741
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert L Samse Multiline Insurance Agency · Sponsored by Robert L Samse Multiline Insurance Agency · Wisconsin · Finance & Insurance

$673K in assets, 2 participants

Robert L Samse Multiline Insurance Agency's Robert L Samse Multiline Insurance Agency reported $673K in total assets and 2 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.

  • #1,109 in Finance & Insurance (8,869 peers)

Robert L Samse Multiline Insurance Agency multi-year trail

Robert L Samse Multiline Insurance Agency's plans moved +63.4% in assets from 2022 to 2024; this filing shows Robert L Samse Multiline Insurance Agency at $673K / 2 participants.

#1,109
in Finance & Insurance (8,869 peers)
+35.2%
assets growth YoY

Robert L Samse Multiline Insurance Agency among the smaller filed plans by assets

Robert L Samse Multiline Insurance Agency vs every filed plan by assets

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

$673,482 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

Robert L Samse Multiline Insurance Agency among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert L Samse Multiline Insurance Agency is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert L Samse Multiline Insurance Agency reported net income rose from -$185K in the plan year 2022 filing to $175K in the plan year 2023 filing.
  • Robert L Samse Multiline Insurance Agency end-of-year assets rose from $498K in the plan year 2022 filing to $673K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391638716 · Robert L Samse Multiline Insurance Agency PY 2023 · Profit Sharing

Robert L Samse Multiline Insurance Agency · $673K · 2 · 20th

  • PHOTO $673K
  • IND 2
  • EOY 20th
  • 5500 Profit Sharing
  • ASSETS near Robert H. King, a Sole Proprietor Profit Sharing Plan
  • PCT ind #1109

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 Wisconsin →

Robert L Samse Multiline Insurance Agency in the asset neighbourhood

Robert L Samse Multiline Insurance AgencyRobert L Samse Multiline Ins…$673KRobert H. King, a Sole Proprietor Profit Sharing PlanRobert H. King, a Sole Propr…$674KIdeal Construction & Realty Corp Employee's Profit Sharing PlanIdeal Construction & Realty …$673KVapjr Inc.$674KDynamic Merhandising Retirement PlanDynamic Merhandising Retirem…$673K
End-of-year total assets ($M) among Robert L Samse Multiline Insurance Agency and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert L Samse Multiline Insurance Agency multi-year asset trail

Sponsor-wide plan assets over time

All Robert L Samse Multiline Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$814K 63.355896875709085% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.5M $0.81M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 2 $498K
2023 1 2 $673K
2024 1 2 $814K

Robert L Samse Multiline Insurance Agency filing trail (2023)

Total Assets (Beginning of Year)$498K
Net Assets (End of Year)$673K
Net Income$175K
Employer EIN391638716
Plan Effective Date1994-10-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Robert L Samse Multiline Insurance Agency vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Robert L Samse Multiline Insurance Agency, Total assets ($B): 0.000673482 · Participants: 2Robert L Samse Multiline Insurance AgencyThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Robert L Samse Multiline Insurance Agency vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Robert L Samse Multiline Insurance Agency side-by-side with 3 peers →

Robert L Samse Multiline Insurance Agency's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Robert H. King, a Sole Proprietor Profit Sharing Plan in CA ($674K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert L Samse Multiline Insurance Agency assets move in 2023? ▼
Robert L Samse Multiline Insurance Agency surged - up 35.2% during 2023, from $498K to $673K. Reported net income was $175K.
How have Robert L Samse Multiline Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert L Samse Multiline Insurance Agency's sponsor-wide assets grew 63.4%, from $498K to $814K.
Where does Robert L Samse Multiline Insurance Agency rank by assets among Form 5500 filers? ▼
Robert L Samse Multiline Insurance Agency 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 Profit Sharing plans are similar in size to Robert L Samse Multiline Insurance Agency? ▼
Among Profit Sharing plans in other states, the closest by assets is Robert H. King, a Sole Proprietor Profit Sharing Plan in CA ($674K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert L Samse Multiline Insurance Agency? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 391638716.

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.