401(k) · DOL Form 5500 · 2023

Schlitt Insurance Services, Inc. Profit Sharing Plan 401(k) Plan

Data updated 2026-08-25

$279K
Total assets Small plan by assets
16
Participants Small participant base
13th
Percentile by assets National rank
$17,426
Avg per participant Low balance/head
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Official DOL plan name: Schlitt Insurance Services, Inc. Profit Sharing Plan · Sponsored by Schlitt Insurance Services, Inc. Profit Sharing Plan · Florida · Finance & Insurance

$279K in assets, 16 participants

Schlitt Insurance Services, Inc. Profit Sharing Plan's Schlitt Insurance Services, Inc. Profit Sharing Plan reported $279K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

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

Schlitt Insurance Services, Inc. Profit Sharing Plan multi-year trail

Schlitt Insurance Services, Inc. Profit Sharing Plan's plans moved +28.7% in assets from 2022 to 2024; this filing shows Schlitt Insurance Services, Inc. Profit Sharing Plan at $279K / 16 participants.

#670
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY

Schlitt Insurance Services, Inc. Profit Sharing Plan among the smaller filed plans by assets

Schlitt Insurance Services, Inc. Profit Sharing Plan vs every filed plan by assets

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

$278,823 13th percentile higher than 13% 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

Schlitt Insurance Services, Inc. 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. Schlitt Insurance Services, Inc. Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schlitt Insurance Services, Inc. Profit Sharing Plan reported net income rose from $13K in the plan year 2022 filing to $47K in the plan year 2023 filing.
  • Schlitt Insurance Services, Inc. Profit Sharing Plan end-of-year assets rose from $232K in the plan year 2022 filing to $279K in the plan year 2023 filing.
  • Schlitt Insurance Services, Inc. Profit Sharing Plan reported participants fell from 18 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592723835 · Schlitt Insurance Services, Inc. Profit Sharing Plan PY 2023 · 401(k)

Schlitt Insurance Services, Inc. Profit Sharing Plan · $279K · 16 · 13th

  • BOOK $279K
  • BOOK 16
  • BOOK 13th
  • BOOK 401(k)
  • BOOK near Bear Lake Sunrise, Inc. 401(k) Plan
  • BOOK ind #670

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 →

Schlitt Insurance Services, Inc. Profit Sharing Plan in the asset neighbourhood

Schlitt Insurance Services, Inc. Profit Sharing PlanSchlitt Insurance Services, …$279KBear Lake Sunrise, Inc. 401(k) PlanBear Lake Sunrise, Inc. 401(…$279KBluehawk Shipping Company 401(k) PlanBluehawk Shipping Company 40…$279KFabacor Inc. 401(k) Plan$279KR. Clark Corporation 401(k) Profit Sharing PlanR. Clark Corporation 401(k) …$279K
End-of-year total assets ($M) among Schlitt Insurance Services, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schlitt Insurance Services, Inc. Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Schlitt Insurance Services, Inc. Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$298K 28.729062509436158% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.23M $0.3M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 18 $232K
2023 1 16 $279K
2024 1 13 $298K

Schlitt Insurance Services, Inc. Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$232K
Net Assets (End of Year)$279K
Net Income$47K
Employer EIN592723835
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Schlitt Insurance Services, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Schlitt Insurance Services, Inc. Profit Sharing Plan, Total assets ($B): 0.000278823 · Participants: 16Schlitt Insurance Services, Inc. Profit Sharing PlanL3harris 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
Schlitt Insurance Services, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Schlitt Insurance Services, Inc. Profit Sharing Plan side-by-side with 3 peers →

Schlitt Insurance Services, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bear Lake Sunrise, Inc. 401(k) Plan in UT ($279K); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279K here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Schlitt Insurance Services, Inc. Profit Sharing Plan assets move in 2023? ▼
Schlitt Insurance Services, Inc. Profit Sharing Plan grew sharply - up 20.3% during 2023, from $232K to $279K. Reported net income was $47K.
How have Schlitt Insurance Services, Inc. Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schlitt Insurance Services, Inc. Profit Sharing Plan's sponsor-wide assets grew 28.7%, from $232K to $298K.
Where does Schlitt Insurance Services, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schlitt Insurance Services, Inc. Profit Sharing Plan ranks in the 13th 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 401(k) plans are similar in size to Schlitt Insurance Services, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bear Lake Sunrise, Inc. 401(k) Plan in UT ($279K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Schlitt Insurance Services, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 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 592723835.

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.