ESOP · DOL Form 5500 · 2024
Peninsula Insurance Bureau ESOP
Data updated 2026-07-24
- $11M
- Total assets
- 105
- Participants
- 58th
- Percentile by assets
- $103,874
- Avg per participant
Official DOL plan name: Peninsula Insurance Bureau Employee Stock Ownership Plan · Sponsored by Peninsula Insurance Bureau · Florida · Finance & Insurance
$11M in assets, 105 participants
Peninsula Insurance Bureau's Peninsula Insurance Bureau Employee Stock Ownership Plan reported $11M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 116,472 plans)
Coverage in Florida
Peninsula Insurance Bureau Employee Stock Ownership Plan covers 105 participants in Florida, about 17% of the average Florida filer (state average ~631 per filing). Assets: $11M.
- $11M
- total plan assets (2024 EOY)
- 105
- covered participants
- 58th
- percentile by assets (of 116,472 plans)
- $103,874
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peninsula Insurance Bureau Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Peninsula Insurance Bureau Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Peninsula Insurance Bureau Employee Stock Ownership Plan reported participants fell from 110 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Peninsula Insurance Bureau Employee Stock Ownership Plan reports 105 participants - about 17% of that state average ($11M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | -$19M |
| Net Income | $2M |
| Employer EIN | 650171532 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peninsula Insurance Bureau)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $23M |
| 2023 | 1 | 110 | $14M |
| 2024 | 1 | 105 | $11M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Peninsula Insurance Bureau Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
- Rsr Employee Stock Ownership Plan $386M · 366
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Peninsula Insurance Bureau Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Peninsula Insurance Bureau Employee Stock Ownership Plan assets move in 2024? ▼
How have Peninsula Insurance Bureau plan assets changed over time? ▼
Which ESOP plans are similar in size to Peninsula Insurance Bureau Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Peninsula Insurance Bureau Employee Stock Ownership Plan's numbers.
- By total assets, Peninsula Insurance Bureau Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Peninsula Insurance Bureau's sponsor-wide assets have declined 53.1% since 2022 across 3 plan years on file. More Finance & Insurance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650171532.
Read our methodology - how this data is sourced, computed, and verified.