Profit Sharing · DOL Form 5500 · 2024
Louis Dodd Insurance Agency, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $529K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $176,287
- Avg per participant Above avg balance/head
Official DOL plan name: Louis Dodd Insurance Agency Profit Sharing Paln · Sponsored by Louis Dodd Insurance Agency, Inc. · Illinois · Finance & Insurance
$529K in assets, 3 participants
Louis Dodd Insurance Agency, Inc.'s Louis Dodd Insurance Agency Profit Sharing Paln reported $529K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #833 in Finance & Insurance (8,549 peers)
Louis Dodd Insurance Agency, Inc. multi-year trail
Louis Dodd Insurance Agency, Inc.'s plans moved +78.8% in assets from 2022 to 2024; this filing shows Louis Dodd Insurance Agency Profit Sharing Paln at $529K / 3 participants.
- #833
- in Finance & Insurance (8,549 peers)
- +17.1%
- assets growth YoY
Louis Dodd Insurance Agency Profit Sharing Paln among the smaller filed plans by assets
Louis Dodd Insurance Agency Profit Sharing Paln vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$528,860 18th percentile higher than 18% 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
Louis Dodd Insurance Agency Profit Sharing Paln among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Louis Dodd Insurance Agency Profit Sharing Paln is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Louis Dodd Insurance Agency Profit Sharing Paln reported net income fell from $156K in the plan year 2023 filing to $77K in the plan year 2024 filing.
- Louis Dodd Insurance Agency Profit Sharing Paln end-of-year assets rose from $452K in the plan year 2023 filing to $529K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 364282427 · Louis Dodd Insurance Agency, Inc. PY 2024 · Profit Sharing
Louis Dodd Insurance Agency Profit Sharing Paln · $529K · 3 · 18th
- RANK $529K
- PHOTO 3
- IND 18th
- EOY Profit Sharing
- 5500 near Puerto Rico Manufacturers Association Retirement Plan
- ASSETS ind #833
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 Illinois →
Louis Dodd Insurance Agency Profit Sharing Paln in the asset neighbourhood
Louis Dodd Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Louis Dodd Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $529K 78.79455833829178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $296K |
| 2023 | 1 | 3 | $452K |
| 2024 | 1 | 3 | $529K |
Louis Dodd Insurance Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $452K |
|---|---|
| Net Assets (End of Year) | $529K |
| Net Income | $77K |
| Employer EIN | 364282427 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Louis Dodd Insurance Agency Profit Sharing Paln's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Puerto Rico Manufacturers Association Retirement Plan in PR ($529K); 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 ($529K 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.