Profit Sharing · DOL Form 5500 · 2024

Inspiring Insights, Inc. Profit Sharing Plan

Data updated 2026-08-25

$687K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$687,216
Avg per participant High balance/head
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Official DOL plan name: Inspiring Insights, Inc. Retirement Plan · Sponsored by Inspiring Insights, Inc. · California · Healthcare & Social Assistance

$687K in assets, 1 participants

Inspiring Insights, Inc.'s Inspiring Insights, Inc. Retirement Plan reported $687K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,653 in Healthcare & Social Assistance (16,916 peers)

Inspiring Insights, Inc. multi-year trail

Inspiring Insights, Inc.'s plans moved +74.2% in assets from 2022 to 2024; this filing shows Inspiring Insights, Inc. Retirement Plan at $687K / 1 participant.

#2,653
in Healthcare & Social Assistance (16,916 peers)
+28.2%
assets growth YoY

Inspiring Insights, Inc. Retirement Plan among the smaller filed plans by assets

Inspiring Insights, Inc. Retirement Plan vs every filed plan by assets

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

$687,216 20th percentile higher than 20% 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

Inspiring Insights, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inspiring Insights, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Inspiring Insights, Inc. Retirement Plan end-of-year assets rose from $536K in the plan year 2023 filing to $687K in the plan year 2024 filing.
  • Inspiring Insights, Inc. Retirement Plan reported net income rose from $141K in the plan year 2023 filing to $151K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 881000598 · Inspiring Insights, Inc. PY 2024 · Profit Sharing

Inspiring Insights, Inc. Retirement Plan · $687K · 1 · 20th

  • RANK $687K
  • RANK 1
  • RANK 20th
  • RANK Profit Sharing
  • RANK near Xcel Fitness Spa, Inc. Retirement Plan
  • RANK ind #2653

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Inspiring Insights, Inc. Retirement Plan in the asset neighbourhood

Inspiring Insights, Inc. Retirement PlanInspiring Insights, Inc. Ret…$687KXcel Fitness Spa, Inc. Retirement PlanXcel Fitness Spa, Inc. Retir…$687KDr. Jose W. Valle Oliveras Retirement Plan Series 96-1187Dr. Jose W. Valle Oliveras R…$687KDima Ventures, Inc. Profit Sharing PlanDima Ventures, Inc. Profit S…$688KHiemstra Realty Co$688K
End-of-year total assets ($M) among Inspiring Insights, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Inspiring Insights, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Inspiring Insights, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$687K 74.19040859778971% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.39M $0.69M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 1 $395K
2023 1 1 $536K
2024 1 1 $687K

Inspiring Insights, Inc. filing trail (2024)

Total Assets (Beginning of Year)$536K
Net Assets (End of Year)$687K
Net Income$151K
Employer EIN881000598
Plan Effective Date2022-03-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Inspiring Insights, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Inspiring Insights, Inc. Retirement Plan, Total assets ($B): 0.000687216 · Participants: 1Inspiring Insights, Inc. Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Inspiring Insights, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Inspiring Insights, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Xcel Fitness Spa, Inc. Retirement Plan in FL ($687K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($687K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Inspiring Insights, Inc. Retirement Plan assets move in 2024?
Inspiring Insights, Inc. Retirement Plan grew sharply - up 28.2% during 2024, from $536K to $687K. Reported net income was $151K.
How have Inspiring Insights, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Inspiring Insights, Inc.'s sponsor-wide assets grew 74.2%, from $395K to $687K.
Where does Inspiring Insights, Inc. Retirement Plan rank by assets among Form 5500 filers?
Inspiring Insights, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Inspiring Insights, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Xcel Fitness Spa, Inc. Retirement Plan in FL ($687K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Inspiring Insights, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).