ESOP · DOL Form 5500 · 2024

Peninsula Insurance Bureau ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
105
Participants Small participant base
58th
Percentile by assets National rank
$103,874
Avg per participant Below avg balance/head
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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.

  • #3,550 in Finance & Insurance (8,549 peers)

Coverage in Florida

Peninsula Insurance Bureau Employee Stock Ownership Plan covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#3,550
in Finance & Insurance (8,549 peers)
-23.1%
assets change YoY

Peninsula Insurance Bureau Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Peninsula Insurance Bureau Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,906,820 Top 42% higher than 58% of 123,620 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 2024

Peninsula Insurance Bureau Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peninsula Insurance Bureau Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650171532 · Peninsula Insurance Bureau PY 2024 · ESOP

Peninsula Insurance Bureau Employee Stock Ownership Plan · $11M · 105 · 58th

  • PHOTO $11M
  • IND 105
  • EOY 58th
  • 5500 ESOP
  • ASSETS near Rational 360 Employee Stock Ownership Plan
  • PCT ind #3550

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 What is an ESOP? → · Plans in Florida →

Peninsula Insurance Bureau Employee Stock Ownership Plan in the asset neighbourhood

Peninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$11MRational 360 Employee Stock Ownership PlanRational 360 Employee Stock …$11MAndrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$11MMarina Landscape, Inc. ESOP$11MEscalante Concrete Employee Stock Ownership PlanEscalante Concrete Employee …$11M
End-of-year total assets ($M) among Peninsula Insurance Bureau Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$19M
Net Income$2M
Employer EIN650171532
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peninsula Insurance Bureau)

Sponsor-wide plan assets over time

All Peninsula Insurance Bureau plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.07116373989456% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $23.2M $10.9M ▼ -53.1%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Peninsula Insurance Bureau Employee Stock Ownership Plan, Total assets ($B): 0.01090682 · Participants: 105Peninsula Insurance Bureau Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Peninsula Insurance Bureau Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Peninsula Insurance Bureau Employee Stock Ownership Plan side-by-side with 3 peers →

Peninsula Insurance Bureau Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Rational 360 Employee Stock Ownership Plan in DC ($11M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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.

Frequently Asked Questions

How did Peninsula Insurance Bureau Employee Stock Ownership Plan assets move in 2024? ▼
Peninsula Insurance Bureau Employee Stock Ownership Plan declined sharply - down 23.1% during 2024, from $14M to $11M. Reported net income was $2M.
How have Peninsula Insurance Bureau plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peninsula Insurance Bureau's sponsor-wide assets declined 53.1%, from $23M to $11M.
Which ESOP plans are similar in size to Peninsula Insurance Bureau Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rational 360 Employee Stock Ownership Plan in DC ($11M, 60 participants).
Which ESOP plans cover a similar participant headcount to Peninsula Insurance Bureau Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (105 participants, $5M in assets).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.