401(k) · DOL Form 5500 · 2023
Shoreline Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $324,178
- Avg per participant High balance/head
Official DOL plan name: Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Shoreline Insurance Agency, Inc. · Michigan · Finance & Insurance
$9M in assets, 28 participants
Shoreline Insurance Agency, Inc.'s Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #3,660 in Finance & Insurance (8,869 peers)
Shoreline Insurance Agency, Inc. multi-year trail
Shoreline Insurance Agency, Inc.'s plans moved +38.4% in assets from 2022 to 2024; this filing shows Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan at $9M / 28 participants.
- #3,660
- in Finance & Insurance (8,869 peers)
- +21.2%
- assets growth YoY
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,076,972 Top 44% higher than 56% 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
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan reported net income rose from $814K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan reported participants rose from 25 in the plan year 2022 filing to 28 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 382124117 · Shoreline Insurance Agency, Inc. PY 2023 · 401(k)
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan · $9M · 28 · 56th
- PART $9M
- PART 28
- PART 56th
- PART 401(k)
- PART near Sun State International Trucks, LLC. 401(k) Retirement Plan
- PART ind #3660
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 Michigan →
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Shoreline Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shoreline Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 38.42385329604803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $7M |
| 2023 | 1 | 28 | $9M |
| 2024 | 1 | 27 | $10M |
Shoreline Insurance Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 382124117 |
| Plan Effective Date | 1987-08-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Sun State International Trucks, LLC. 401(k) Retirement Plan in FL ($9M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Direct Urgent Care, Inc. 401(k) Plan (CA) 28 · 0 off
- Applied Video Technology, Inc. Profit Sharing Plan (PA) 28 · 0 off
- Title Houston Holdings, Ltd 401(k) Plan (TX) 28 · 0 off
- Horizon Food Equipment 401(k) Plan (NY) 28 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.