401(k) · DOL Form 5500 · 2023

Flood & Peterson Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
98
Participants Small participant base
70th
Percentile by assets National rank
$179,590
Avg per participant Above avg balance/head
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Official DOL plan name: Flood & Peterson Insurance, Inc. Profit Sharing Plan · Sponsored by Flood & Peterson Insurance, Inc. · Colorado · Finance & Insurance

$18M in assets, 98 participants

Flood & Peterson Insurance, Inc.'s Flood & Peterson Insurance, Inc. Profit Sharing Plan reported $18M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,986 in Finance & Insurance (8,869 peers)

Flood & Peterson Insurance, Inc. multi-year trail

Flood & Peterson Insurance, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Flood & Peterson Insurance, Inc. Profit Sharing Plan at $18M / 98 participants.

#4,986
in Finance & Insurance (8,869 peers)
+7.4%
assets growth YoY

Flood & Peterson Insurance, Inc. Profit Sharing Plan's outsized position by total assets

Flood & Peterson Insurance, Inc. Profit Sharing Plan vs every filed plan by assets

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

$17,599,805 Top 30% higher than 70% 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

Flood & Peterson Insurance, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Flood & Peterson Insurance, Inc. Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flood & Peterson Insurance, Inc. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Flood & Peterson Insurance, Inc. Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Flood & Peterson Insurance, Inc. Profit Sharing Plan reported participants rose from 95 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840475762 · Flood & Peterson Insurance, Inc. PY 2023 · 401(k)

Flood & Peterson Insurance, Inc. Profit Sharing Plan · $18M · 98 · 70th

  • PCT $18M
  • EIN 98
  • RANK 70th
  • PHOTO 401(k)
  • IND near Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust
  • EOY ind #4986

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 Colorado →

Flood & Peterson Insurance, Inc. Profit Sharing Plan in the asset neighbourhood

Flood & Peterson Insurance, Inc. Profit Sharing PlanFlood & Peterson Insurance, …$18MSbera 401(k) Plan as Adopted by Rollstone Bank and TrustSbera 401(k) Plan as Adopted…$18MOrville's Appliance, Inc. 401(k) PlanOrville's Appliance, Inc. 40…$18MStratix Corporation 401(k) PlanStratix Corporation 401(k) P…$18MClark Grave Vault Company Employees 401(k) Profit Sharing Plan and TrustClark Grave Vault Company Em…$18M
End-of-year total assets ($M) among Flood & Peterson Insurance, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Flood & Peterson Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Flood & Peterson Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.468043583329965% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.4M $21.1M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 95 $16M
2023 1 98 $18M
2024 1 103 $21M

Flood & Peterson Insurance, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN840475762
Plan Effective Date1960-10-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Flood & Peterson Insurance, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Flood & Peterson Insurance, Inc. Profit Sharing Plan, Total assets ($B): 0.017599805 · Participants: 98Flood & Peterson Insurance, Inc. Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Flood & Peterson Insurance, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Flood & Peterson Insurance, Inc. Profit Sharing Plan side-by-side with 3 peers →

Flood & Peterson Insurance, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust in MA ($18M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Flood & Peterson Insurance, Inc. Profit Sharing Plan assets move in 2023? ▼
Flood & Peterson Insurance, Inc. Profit Sharing Plan grew at a solid clip - up 7.4% during 2023, from $16M to $18M. Reported net income was $1M.
How have Flood & Peterson Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flood & Peterson Insurance, Inc.'s sponsor-wide assets grew 28.5%, from $16M to $21M.
Which 401(k) plans are similar in size to Flood & Peterson Insurance, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust in MA ($18M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Flood & Peterson Insurance, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 840475762.

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.