401(k) · DOL Form 5500 · 2024

Flood & Peterson Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
103
Participants Small participant base
71st
Percentile by assets National rank
$204,334
Avg per participant Above avg balance/head
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Official DOL plan name: Flood & Peterson Insurance, Inc. Profit Sharing Plan · Sponsored by Flood & Peterson Insurance, Inc. · Colorado · Finance & Insurance

$21M in assets, 103 participants

Flood & Peterson Insurance, Inc.'s Flood & Peterson Insurance, Inc. Profit Sharing Plan reported $21M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,831 in Finance & Insurance (8,549 peers)

Coverage in Colorado

Flood & Peterson Insurance, Inc. Profit Sharing Plan covers 103 participants in Colorado, about 27% of the average Colorado filer (state average ~376 per filing). Assets: $21M.

#4,831
in Finance & Insurance (8,549 peers)
+19.6%
assets growth YoY

Flood & Peterson Insurance, Inc. Profit Sharing Plan's outsized position by total assets

Flood & Peterson Insurance, Inc. Profit Sharing Plan vs every filed plan by assets

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

$21,046,398 Top 29% higher than 71% 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

Flood & Peterson Insurance, Inc. Profit Sharing 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. Flood & Peterson Insurance, Inc. Profit Sharing Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Flood & Peterson Insurance, Inc. Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Flood & Peterson Insurance, Inc. Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Flood & Peterson Insurance, Inc. Profit Sharing Plan reported participants rose from 98 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 840475762 · Flood & Peterson Insurance, Inc. PY 2024 · 401(k)

Flood & Peterson Insurance, Inc. Profit Sharing Plan · $21M · 103 · 71st

  • SCH $21M
  • EBSA 103
  • PART 71st
  • TYPE 401(k)
  • NET near Getty Realty Corp. Retirement and Profit Sharing Plan
  • BOOK ind #4831

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 Colorado →

Flood & Peterson Insurance, Inc. Profit Sharing Plan in the asset neighbourhood

Flood & Peterson Insurance, Inc. Profit Sharing PlanFlood & Peterson Insurance, …$21MGetty Realty Corp. Retirement and Profit Sharing PlanGetty Realty Corp. Retiremen…$21MSames Motor Company, Inc. Salary Deferral 401(k) Profit Sharing PlanSames Motor Company, Inc. Sa…$21MInstitute for Human and Social Development Retirement PlanInstitute for Human and Soci…$21MApplied Consultants, Inc. 401(k) PlanApplied Consultants, Inc. 40…$21M
End-of-year total assets ($M) among Flood & Peterson Insurance, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN840475762
Plan Effective Date1960-10-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Flood & Peterson Insurance, Inc.)

Sponsor-wide plan assets over time

All Flood & Peterson Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.468043583329965% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.4M $21.1M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 95 $16M
2023 1 98 $18M
2024 1 103 $21M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Flood & Peterson Insurance, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Flood & Peterson Insurance, Inc. Profit Sharing Plan, Total assets ($B): 0.021046398 · Participants: 103Flood & Peterson Insurance, Inc. Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Flood & Peterson Insurance, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Flood & Peterson Insurance, Inc. Profit Sharing Plan side-by-side with 3 peers →

Flood & Peterson Insurance, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Getty Realty Corp. Retirement and Profit Sharing Plan in NY ($21M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Flood & Peterson Insurance, Inc. Profit Sharing Plan assets move in 2024? ▼
Flood & Peterson Insurance, Inc. Profit Sharing Plan grew sharply - up 19.6% during 2024, from $18M to $21M. Reported net income was $3M.
How have Flood & Peterson Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flood & Peterson Insurance, Inc.'s sponsor-wide assets grew 28.5%, from $16M to $21M.
Which 401(k) plans are similar in size to Flood & Peterson Insurance, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Getty Realty Corp. Retirement and Profit Sharing Plan in NY ($21M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Flood & Peterson Insurance, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 840475762.

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.