Profit Sharing · DOL Form 5500 · 2023
Relyea Insurance Agency, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $199K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $198,697
- Avg per participant Above avg balance/head
Official DOL plan name: Relyea Insurance Agency Retirement Plan · Sponsored by Relyea Insurance Agency, Inc. · Illinois · Finance & Insurance
$199K in assets, 1 participants
Relyea Insurance Agency, Inc.'s Relyea Insurance Agency Retirement Plan reported $199K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #554 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Relyea Insurance Agency Retirement Plan holds $199K for 1 participant - about $198,697 per participant, among the smaller plans by assets on file.
- #554
- in Finance & Insurance (8,869 peers)
- +0.0%
- assets growth YoY
Relyea Insurance Agency Retirement Plan among the smaller filed plans by assets
Relyea Insurance Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$198,697 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Relyea Insurance Agency Retirement 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. Relyea Insurance Agency Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 814074706 · Relyea Insurance Agency, Inc. PY 2023 · Profit Sharing
Relyea Insurance Agency Retirement Plan · $199K · 1 · 11th
- TYPE $199K
- TYPE 1
- TYPE 11th
- TYPE Profit Sharing
- TYPE near Bich-Hai Thi Duong, Dds., Profit Sharing Plan
- TYPE ind #554
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 Illinois →
Relyea Insurance Agency Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $199K |
|---|---|
| Net Assets (End of Year) | $199K |
| Employer EIN | 814074706 |
| Plan Effective Date | 2016-10-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Relyea Insurance Agency, Inc.)
Sponsor-wide plan assets over time
All Relyea Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $199K 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $199K |
| 2023 | 1 | 1 | $199K |
| 2024 | 1 | 1 | $199K |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Relyea Insurance Agency Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Bich-Hai Thi Duong, Dds., Profit Sharing Plan in CA ($199K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.