401(k) · DOL Form 5500 · 2023

People's Trust Insurance Co. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
375
Participants Below avg headcount
70th
Percentile by assets National rank
$46,887
Avg per participant Low balance/head
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Official DOL plan name: People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust · Sponsored by People's Trust Insurance Co. · Florida · Finance & Insurance

$18M in assets, 375 participants

People's Trust Insurance Co.'s People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust reported $18M in total assets and 375 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.

  • #4,982 in Finance & Insurance (8,869 peers)

People's Trust Insurance Co. multi-year trail

People's Trust Insurance Co.'s plans moved +33.0% in assets from 2022 to 2024; this filing shows People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust at $18M / 375 participants.

#4,982
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY

People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust's outsized position by total assets

People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$17,582,510 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

People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust 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. People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust reported participants fell from 564 in the plan year 2022 filing to 375 in the plan year 2023 filing.
  • People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261716465 · People's Trust Insurance Co. PY 2023 · 401(k)

People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust · $18M · 375 · 70th

  • EBSA $18M
  • PART 375
  • TYPE 70th
  • NET 401(k)
  • BOOK near Greater Twin Cities United Way 401(k) Plan
  • VS-ST ind #4982

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 Florida →

People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

People's Trust Insurance Co 401(k) Profit Sharing Plan & TrustPeople's Trust Insurance Co …$18MGreater Twin Cities United Way 401(k) PlanGreater Twin Cities United W…$18MM.R.a. Profit Sharing Plan$18MDalsin Industries, Inc. 401(k) Profit Sharing PlanDalsin Industries, Inc. 401(…$18MBekum America Corporation Savings & Protection PlanBekum America Corporation Sa…$18M
End-of-year total assets ($M) among People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

People's Trust Insurance Co. multi-year asset trail

Sponsor-wide plan assets over time

All People's Trust Insurance Co. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.9976296717518% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $19.9M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 564 $15M
2023 1 375 $18M
2024 1 397 $20M

People's Trust Insurance Co. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN261716465
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.01758251 · Participants: 375People's Trust Insurance Co 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Greater Twin Cities United Way 401(k) Plan in MN ($18M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust grew sharply - up 17.3% during 2023, from $15M to $18M. Reported net income was $3M.
How have People's Trust Insurance Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), People's Trust Insurance Co.'s sponsor-wide assets grew 33.0%, from $15M to $20M.
Which 401(k) plans are similar in size to People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Greater Twin Cities United Way 401(k) Plan in MN ($18M, 165 participants).
Which 401(k) plans cover a similar participant headcount to People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Schneider Mills Employees' Trust in NC (375 participants, $15M 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 261716465.

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.