401(k) · DOL Form 5500 · 2024
P & P Insurance & Financial Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $381K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $190,415
- Avg per participant Above avg balance/head
Official DOL plan name: P & P Insurance & Financial Group Retirement Plan · Sponsored by P & P Insurance & Financial Group, Inc. · Florida · Finance & Insurance
$381K in assets, 2 participants
P & P Insurance & Financial Group, Inc.'s P & P Insurance & Financial Group Retirement Plan reported $381K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #675 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
P & P Insurance & Financial Group Retirement Plan holds $381K for 2 participants - about $190,415 per participant, among the smaller plans by assets on file.
- #675
- in Finance & Insurance (8,549 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $481 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
P & P Insurance & Financial Group Retirement Plan among the smaller filed plans by assets
P & P Insurance & Financial Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$380,829 15th percentile higher than 15% 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
P & P Insurance & Financial Group Retirement 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. P & P Insurance & Financial Group Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- P & P Insurance & Financial Group Retirement Plan reported net income fell from $1K in the plan year 2023 filing to -$481 in the plan year 2024 filing.
DOL schedule card
Filing strip 471037015 · P & P Insurance & Financial Group, Inc. PY 2024 · 401(k)
P & P Insurance & Financial Group Retirement Plan · $381K · 2 · 15th
- TYPE $381K
- NET 2
- BOOK 15th
- VS-ST 401(k)
- BOY near Whitherward Dream, Inc. 401(k) Profit Sharing Plan
- SCH ind #675
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 →
P & P Insurance & Financial Group Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $381K |
|---|---|
| Net Assets (End of Year) | $381K |
| Net Income | -$481 |
| Employer EIN | 471037015 |
| Plan Effective Date | 2014-06-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (P & P Insurance & Financial Group, Inc.)
Sponsor-wide plan assets over time
All P & P Insurance & Financial Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $381K 0.2651241897520417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $380K |
| 2023 | 1 | 2 | $381K |
| 2024 | 1 | 2 | $381K |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
P & P Insurance & Financial Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Whitherward Dream, Inc. 401(k) Profit Sharing Plan in IL ($381K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($381K here).
- Whitherward Dream, Inc. 401(k) Profit Sharing Plan (IL) $381K · 5
- Second Draught Fermentary Investment Plan (IA) $381K · N/A
- Dan-Mn Retirement Plan (MN) $381K · 28
- Tj Oram, Attorney at Law, PLLC Solo 401(k) Plan (MT) $381K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.