Profit Sharing · DOL Form 5500 · 2023
Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $619,557
- Avg per participant High balance/head
Official DOL plan name: Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) · Sponsored by Gregg Englebreth Insurance Agency Inc. · Pennsylvania · Finance & Insurance
$3M in assets, 5 participants
Gregg Englebreth Insurance Agency Inc.'s Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #2,227 in Finance & Insurance (8,869 peers)
Gregg Englebreth Insurance Agency Inc. multi-year trail
Gregg Englebreth Insurance Agency Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) at $3M / 5 participants.
- #2,227
- in Finance & Insurance (8,869 peers)
- +24.2%
- assets growth YoY
Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k)'s mid-pack asset rank among Finance & Insurance and all filers
Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,097,786 36th percentile higher than 36% 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
Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) reported net income rose from -$309K in the plan year 2022 filing to $604K in the plan year 2023 filing.
- Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 233064129 · Gregg Englebreth Insurance Agency Inc. PY 2023 · Profit Sharing
Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) · $3M · 5 · 36th
- PART $3M
- TYPE 5
- NET 36th
- BOOK Profit Sharing
- VS-ST near West Coast Pipeline Specialists, Inc. Profit Sharing Plan
- BOY ind #2227
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 Pennsylvania →
Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k) in the asset neighbourhood
Gregg Englebreth Insurance Agency Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Gregg Englebreth Insurance Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.876428357738494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 6 | $3M |
Gregg Englebreth Insurance Agency Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $604K |
| Employer EIN | 233064129 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k)'s out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is West Coast Pipeline Specialists, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.