ESOP · DOL Form 5500 · 2022

Peninsula Insurance Bureau ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
97
Participants Small participant base
79th
Percentile by assets National rank
$239,600
Avg per participant Above avg balance/head
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Official DOL plan name: Peninsula Insurance Bureau Employee Stock Ownership Plan · Sponsored by Peninsula Insurance Bureau · Florida · Finance & Insurance

$23M in assets, 97 participants

Peninsula Insurance Bureau's Peninsula Insurance Bureau Employee Stock Ownership Plan reported $23M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,199 in Finance & Insurance (9,261 peers)

Where Peninsula Insurance Bureau Employee Stock Ownership Plan sits by assets

Peninsula Insurance Bureau Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 97 participants (~$239,600/participant).

#6,199
in Finance & Insurance (9,261 peers)
-$17M
reported net income
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peninsula Insurance Bureau Employee Stock Ownership Plan's outsized position by total assets

Peninsula Insurance Bureau Employee Stock Ownership Plan vs every filed plan by assets

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

$23,241,190 Top 21% higher than 79% 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

Peninsula Insurance Bureau Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peninsula Insurance Bureau Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

DOL schedule card

Filing strip 650171532 · Peninsula Insurance Bureau PY 2022 · ESOP

Peninsula Insurance Bureau Employee Stock Ownership Plan · $23M · 97 · 79th

  • PCT $23M
  • PCT 97
  • PCT 79th
  • PCT ESOP
  • PCT near Steel Encounters, Inc. Employee Stock Ownership Plan
  • PCT ind #6199

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 What is an ESOP? → · Plans in Florida →

Peninsula Insurance Bureau Employee Stock Ownership Plan in the asset neighbourhood

Leevers Supermarkets, Inc. Employee Stock Ownership PlanLeevers Supermarkets, Inc. E…$23MSteel Encounters, Inc. Employee Stock Ownership PlanSteel Encounters, Inc. Emplo…$23MPeninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$23MForm Services, Inc. Employee Stock Ownership Plan and TrustForm Services, Inc. Employee…$23MIsland Kinetics, Inc. Employee Stock Ownership PlanIsland Kinetics, Inc. Employ…$23M
End-of-year total assets ($M) among Peninsula Insurance Bureau Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$17M
Net Income-$17M
Employer EIN650171532
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peninsula Insurance Bureau)

Sponsor-wide plan assets over time

All Peninsula Insurance Bureau plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.07116373989456% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $23.2M $10.9M ▼ -53.1%
Year Plans Participants Total Assets
2022 1 97 $23M
2023 1 110 $14M
2024 1 105 $11M

Nearby ESOP Plans in Florida

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

Peninsula Insurance Bureau Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Peninsula Insurance Bureau Employee Stock Ownership Plan, Total assets ($B): 0.02324119 · Participants: 97Peninsula Insurance Bureau Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Peninsula Insurance Bureau Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Peninsula Insurance Bureau Employee Stock Ownership Plan side-by-side with 3 peers →

Peninsula Insurance Bureau Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Steel Encounters, Inc. Employee Stock Ownership Plan in UT ($23M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

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 have Peninsula Insurance Bureau plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peninsula Insurance Bureau's sponsor-wide assets declined 53.1%, from $23M to $11M.
Where does Peninsula Insurance Bureau Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Peninsula Insurance Bureau Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Peninsula Insurance Bureau Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Steel Encounters, Inc. Employee Stock Ownership Plan in UT ($23M, 13 participants).
Which ESOP plans cover a similar participant headcount to Peninsula Insurance Bureau Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants, $123M 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 650171532.

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.