Profit Sharing · DOL Form 5500 · 2024
Dan Schani Insurance Agency LLC Profit Sharing Plan
Data updated 2026-08-25
- $194K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $64,587
- Avg per participant Low balance/head
Official DOL plan name: Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan · Sponsored by Dan Schani Insurance Agency LLC · Wisconsin · Finance & Insurance
$194K in assets, 3 participants
Dan Schani Insurance Agency LLC's Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan reported $194K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #443 in Finance & Insurance (8,549 peers)
Dan Schani Insurance Agency LLC multi-year trail
Dan Schani Insurance Agency LLC's plans moved +188.0% in assets from 2022 to 2024; this filing shows Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan at $194K / 3 participants.
- #443
- in Finance & Insurance (8,549 peers)
- +70.3%
- assets growth YoY
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,760 10th percentile higher than 10% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan reported net income rose from $47K in the plan year 2023 filing to $80K in the plan year 2024 filing.
- Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan end-of-year assets rose from $114K in the plan year 2023 filing to $194K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 461523198 · Dan Schani Insurance Agency LLC PY 2024 · Profit Sharing
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan · $194K · 3 · 10th
- RANK $194K
- PHOTO 3
- IND 10th
- EOY Profit Sharing
- 5500 near Fide LLC, Retirement Plan (Formerly Also Known as L. Pizarro Otero Retirement Plan)
- ASSETS ind #443
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 Wisconsin →
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Dan Schani Insurance Agency LLC multi-year asset trail
Sponsor-wide plan assets over time
All Dan Schani Insurance Agency LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $194K 188.0247354025449% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $67K |
| 2023 | 1 | 3 | $114K |
| 2024 | 1 | 3 | $194K |
Dan Schani Insurance Agency LLC filing trail (2024)
| Total Assets (Beginning of Year) | $114K |
|---|---|
| Net Assets (End of Year) | $194K |
| Net Income | $80K |
| Employer EIN | 461523198 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Fide LLC, Retirement Plan (Formerly Also Known as L. Pizarro Otero Retirement Plan) in PR ($194K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.