ESOP · DOL Form 5500 · 2023

Peninsula Insurance Bureau ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
110
Participants Small participant base
66th
Percentile by assets National rank
$128,946
Avg per participant Near 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

$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.

  • #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.

#4,537
in Finance & Insurance (8,869 peers)
-39.0%
assets change YoY

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.

Peninsula Insurance Bureau Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$14,184,030 Top 34% higher than 66% 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

Peninsula Insurance Bureau Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peninsula Insurance Bureau Employee Stock Ownership Plan sits mid-pack in the medium band (110 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650171532 · Peninsula Insurance Bureau PY 2023 · ESOP

Peninsula Insurance Bureau Employee Stock Ownership Plan · $14M · 110 · 66th

  • TYPE $14M
  • NET 110
  • BOOK 66th
  • VS-ST ESOP
  • BOY near C.a. Group, Inc. Employee Stock Ownership Plan
  • SCH ind #4537

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

Van Boerum & Frank Associates, Inc. Employee Stock Ownership PlanVan Boerum & Frank Associate…$14MFoodpro Corporation Employee Stock Ownership PlanFoodpro Corporation Employee…$14MPeninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$14MC.a. Group, Inc. Employee Stock Ownership PlanC.a. Group, Inc. Employee St…$14MAirmark Inc. Employee Stock Ownership Plan and TrustAirmark Inc. Employee Stock …$14M
End-of-year total assets ($M) among Peninsula Insurance Bureau Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)-$20M
Net Income-$3M
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): 0.01418403 · Participants: 110Peninsula Insurance Bureau Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen 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 C.a. Group, Inc. Employee Stock Ownership Plan in NV ($14M); by covered participants it is Ramaker & Associates, Inc. Employee Stock Ownership Plan in WI (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Peninsula Insurance Bureau Employee Stock Ownership Plan assets move in 2023? ▼
Peninsula Insurance Bureau Employee Stock Ownership Plan contracted severely - down 39.0% during 2023, from $23M to $14M. Reported net income was -$3M.
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.
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 C.a. Group, Inc. Employee Stock Ownership Plan in NV ($14M, 57 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 Ramaker & Associates, Inc. Employee Stock Ownership Plan in WI (110 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 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.