ESOP · DOL Form 5500 · 2023
Peninsula Insurance Bureau ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 110
- Participants
- 66th
- Percentile by assets
- $128,946
- Avg per participant
Official DOL plan name: Peninsula Insurance Bureau Employee Stock Ownership Plan · Sponsored by Peninsula Insurance Bureau · Florida · Finance & Insurance
$14M in assets, 110 participants
Peninsula Insurance Bureau's Peninsula Insurance Bureau Employee Stock Ownership Plan reported $14M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #4,537 in Finance & Insurance (8,869 peers)
Coverage in Florida
Peninsula Insurance Bureau Employee Stock Ownership Plan covers 110 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $14M.
- $14M
- total plan assets (2023 EOY)
- 110
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $128,946
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Peninsula Insurance Bureau Employee Stock Ownership Plan reported net income rose from -$17M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Peninsula Insurance Bureau Employee Stock Ownership Plan end-of-year assets fell from $23M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Peninsula Insurance Bureau Employee Stock Ownership Plan reported participants rose from 97 in the plan year 2022 filing to 110 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Peninsula Insurance Bureau Employee Stock Ownership Plan reports 110 participants - about 18% of that state average ($14M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | -$20M |
| Net Income | -$3M |
| Employer EIN | 650171532 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peninsula Insurance Bureau)
| 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Peninsula Insurance Bureau Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Peninsula Insurance Bureau Employee Stock Ownership Plan assets move in 2023? ▼
How have Peninsula Insurance Bureau plan assets changed over time? ▼
Which ESOP plans are similar in size to Peninsula Insurance Bureau Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Peninsula Insurance Bureau Employee Stock Ownership Plan's numbers.
- By total assets, Peninsula Insurance Bureau Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Peninsula Insurance Bureau's sponsor-wide assets have declined 53.1% since 2022 across 3 plan years on file. More Finance & Insurance plans