401(k) · DOL Form 5500 · 2024

Joseph S. Donoho Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
17
Participants Small participant base
40th
Percentile by assets National rank
$268,317
Avg per participant High balance/head
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Official DOL plan name: Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan · Sponsored by Joseph S. Donoho Insurance, Inc. · Florida · Finance & Insurance

$5M in assets, 17 participants

Joseph S. Donoho Insurance, Inc.'s Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan reported $5M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,308 in Finance & Insurance (8,549 peers)

Joseph S. Donoho Insurance, Inc. multi-year trail

Joseph S. Donoho Insurance, Inc.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan at $5M / 17 participants.

#2,308
in Finance & Insurance (8,549 peers)
+10.4%
assets growth YoY

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan vs every filed plan by assets

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

$4,561,388 40th percentile higher than 40% 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

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan reported net income fell from $641K in the plan year 2023 filing to $428K in the plan year 2024 filing.
  • Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593646520 · Joseph S. Donoho Insurance, Inc. PY 2024 · 401(k)

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan · $5M · 17 · 40th

  • EIN $5M
  • RANK 17
  • PHOTO 40th
  • IND 401(k)
  • EOY near Mid-America Associates 401(k) Plan
  • 5500 ind #2308

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 Florida →

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan in the asset neighbourhood

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings PlanJoseph S. Donoho Insurance, …$5MMid-America Associates 401(k) PlanMid-America Associates 401(k…$5MRichmond National Services, Inc. 401(k) PlanRichmond National Services, …$5MPurflux USA, Inc. 401(k) Plan$5MR. C. Systems Co. Inc 401(k) PlanR. C. Systems Co. Inc 401(k)…$5M
End-of-year total assets ($M) among Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joseph S. Donoho Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph S. Donoho Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.619302178273166% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.49M $4.56M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 15 $4M
2024 1 17 $5M

Joseph S. Donoho Insurance, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$428K
Employer EIN593646520
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan, Total assets ($B): 0.004561388 · Participants: 17Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan side-by-side with 3 peers →

Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mid-America Associates 401(k) Plan in MI ($5M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan assets move in 2024? ▼
Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan grew at a solid clip - up 10.4% during 2024, from $4M to $5M. Reported net income was $428K.
How have Joseph S. Donoho Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph S. Donoho Insurance, Inc.'s sponsor-wide assets grew 30.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-America Associates 401(k) Plan in MI ($5M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Joseph S. Donoho Insurance, Inc. 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 593646520.

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.