Profit Sharing · DOL Form 5500 · 2023

Kosmos Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$414K
Total assets Small plan by assets: N/A
Participants Small participant base: 16th
Percentile by assets National rank

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Official DOL plan name: Kosmos Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Kosmos Insurance Agency, Inc. · California · Finance & Insurance

$414K in assets, N/A participants

Kosmos Insurance Agency, Inc.'s Kosmos Insurance Agency, Inc. Profit Sharing Plan reported $414K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#864 in Finance & Insurance (8,869 peers)

2023 asset change

Kosmos Insurance Agency, Inc. Profit Sharing Plan grew at a solid clip 10.5% in 2023 ($375K → $414K) for N/A participants.

#864
in Finance & Insurance (8,869 peers): +10.5%
assets growth YoY

Kosmos Insurance Agency, Inc. Profit Sharing Plan among the smaller filed plans by assets

Kosmos Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$413,951 16th percentile higher than 16% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kosmos Insurance Agency, Inc. Profit Sharing Plan reported net income rose from -$54K in the plan year 2022 filing to $39K in the plan year 2023 filing.
Kosmos Insurance Agency, Inc. Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Kosmos Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $375K in the plan year 2022 filing to $414K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330446574 · Kosmos Insurance Agency, Inc. PY 2023 · Profit Sharing

Kosmos Insurance Agency, Inc. Profit Sharing Plan · $414K · N/A · 16th

PHOTO $414K
IND N/A
EOY 16th
5500 Profit Sharing
ASSETS near Mullins Health Partners Inc. Retirement Plan
PCT ind #864

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 California →

End-of-year total assets ($M) among Kosmos Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kosmos Insurance Agency, Inc. years around the 2023 move

Latest sponsor-wide plan assets: $349K 6.790136641054256% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	8	$375K
2023	1	N/A	$414K
2024	1	N/A	$349K

2023 asset-move particulars

Total Assets (Beginning of Year)	$375K
Net Assets (End of Year)	$414K
Net Income	$39K
Employer EIN	330446574
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

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

Kosmos Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Intel Retirement Contribution Plan $7.2B · 21,513
Scpmg Keogh Plan $6.8B · 10,125
Motion Picture Industry Individual Account Plan $5.9B · 71,071
Memorialcare Retirement Plan $1.3B · 4,728
Disney Retirement Savings Plan $1.1B · 37,110

Compare Kosmos Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Kosmos Insurance Agency, Inc. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside California, the nearest Profit Sharing by end-of-year assets is Mullins Health Partners Inc. Retirement Plan in SC at $414K (this filing: $414K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($414K here).

Mullins Health Partners Inc. Retirement Plan (SC) $414K · 2
Collins Manufacturing, Inc. Profit Sharing Plan (MA) $414K · 14
Ddr Sheridan Corp. Retirement Plan (VA) $414K · 4
Speak Softly Endeavors Inc. Retirement Plan (NJ) $414K · 1

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 Kosmos Insurance Agency, Inc. Profit Sharing Plan assets move in 2023? ▼

Kosmos Insurance Agency, Inc. Profit Sharing Plan grew at a solid clip - up 10.5% during 2023, from $375K to $414K. Reported net income was $39K.

How have Kosmos Insurance Agency, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kosmos Insurance Agency, Inc.'s sponsor-wide assets declined 6.8%, from $375K to $349K.

Where does Kosmos Insurance Agency, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Kosmos Insurance Agency, Inc. Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to Kosmos Insurance Agency, Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Mullins Health Partners Inc. Retirement Plan in SC ($414K, 2 participants).

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 330446574.