Profit Sharing · DOL Form 5500 · 2023

Jeffrey a. Peschke Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$184,254
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan · Sponsored by Jeffrey a. Peschke Insurance Agency, Inc. · Indiana · Finance & Insurance

$369K in assets, 2 participants

Jeffrey a. Peschke Insurance Agency, Inc.'s Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan reported $369K in total assets and 2 participants in its 2023 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.

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

What the 2023 filing shows

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan holds $369K for 2 participants - about $184,254 per participant, among the smaller plans by assets on file.

#796
in Finance & Insurance (8,869 peers)
-7.6%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan among the smaller filed plans by assets

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan vs every filed plan by assets

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

$368,507 15th percentile higher than 15% 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

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan reported net income fell from $82K in the plan year 2022 filing to -$30K in the plan year 2023 filing.
  • Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan end-of-year assets fell from $399K in the plan year 2022 filing to $369K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351688890 · Jeffrey a. Peschke Insurance Agency, Inc. PY 2023 · Profit Sharing

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan · $369K · 2 · 15th

  • EIN $369K
  • RANK 2
  • PHOTO 15th
  • IND Profit Sharing
  • EOY near Sherwood Sporthorses Inc. Retirement Plan
  • 5500 ind #796

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 Indiana →

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan in the asset neighbourhood

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing PlanJeffrey a. Peschke Insurance…$369KSherwood Sporthorses Inc. Retirement PlanSherwood Sporthorses Inc. Re…$369KAdvanced Interventional Cardiology of Pr T Retirement PlanAdvanced Interventional Card…$369KGazelle Motors, Inc. Retirement PlanGazelle Motors, Inc. Retirem…$369KGniewek-Elsinger Partners Inc. Retirement PlanGniewek-Elsinger Partners In…$368K
End-of-year total assets ($M) among Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$399K
Net Assets (End of Year)$369K
Net Income-$30K
Employer EIN351688890
Plan Effective Date2000-09-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeffrey a. Peschke Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Jeffrey a. Peschke Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$369K 7.621287060457398% vs 2022
2023 filing year
$0.36M$0.37M$0.38M$0.39M$0.4M$0.41M 20222023 $0.4M $0.37M ▼ -7.5%
Year Plans Participants Total Assets
2022 1 2 $399K
2023 1 2 $369K

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan, Total assets ($B): 0.000368507 · Participants: 2Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan side-by-side with 3 peers →

Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Sherwood Sporthorses Inc. Retirement Plan in TX ($369K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan assets move in 2023? ▼
Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan pulled back noticeably - down 7.6% during 2023, from $399K to $369K. Reported net income was -$30K.
How have Jeffrey a. Peschke Insurance Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jeffrey a. Peschke Insurance Agency, Inc.'s sponsor-wide assets declined 7.6%, from $399K to $369K.
Where does Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan ranks in the 15th 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 Profit Sharing plans are similar in size to Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sherwood Sporthorses Inc. Retirement Plan in TX ($369K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jeffrey a. Peschke Insurance Agency Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 351688890.

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.