Profit Sharing · DOL Form 5500 · 2024
Kohls & Walker Insurance Agency Profit Sharing Plan Profit Sharing Plan
Data updated 2026-08-25
- $204K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $67,942
- Avg per participant Below avg balance/head
Official DOL plan name: Kohls & Walker Insurance Agency Profit Sharing Plan · Sponsored by Kohls & Walker Insurance Agency Profit Sharing Plan · California · Finance & Insurance
$204K in assets, 3 participants
Kohls & Walker Insurance Agency Profit Sharing Plan's Kohls & Walker Insurance Agency Profit Sharing Plan reported $204K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #457 in Finance & Insurance (8,549 peers)
Kohls & Walker Insurance Agency Profit Sharing Plan multi-year trail
Kohls & Walker Insurance Agency Profit Sharing Plan's plans moved +38.4% in assets from 2022 to 2024; this filing shows Kohls & Walker Insurance Agency Profit Sharing Plan at $204K / 3 participants.
- #457
- in Finance & Insurance (8,549 peers)
- +7.4%
- assets growth YoY
Kohls & Walker Insurance Agency Profit Sharing Plan among the smaller filed plans by assets
Kohls & Walker Insurance Agency Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$203,825 11th percentile higher than 11% 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
Kohls & Walker Insurance Agency Profit Sharing 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. Kohls & Walker Insurance Agency Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kohls & Walker Insurance Agency Profit Sharing Plan reported net income fell from $43K in the plan year 2023 filing to $14K in the plan year 2024 filing.
- Kohls & Walker Insurance Agency Profit Sharing Plan end-of-year assets rose from $190K in the plan year 2023 filing to $204K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 330494736 · Kohls & Walker Insurance Agency Profit Sharing Plan PY 2024 · Profit Sharing
Kohls & Walker Insurance Agency Profit Sharing Plan · $204K · 3 · 11th
- PART $204K
- PART 3
- PART 11th
- PART Profit Sharing
- PART near Groomaroo, Inc. Retirement Plan
- PART ind #457
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 California →
Kohls & Walker Insurance Agency Profit Sharing Plan in the asset neighbourhood
Kohls & Walker Insurance Agency Profit Sharing Plan multi-year asset trail
Sponsor-wide plan assets over time
All Kohls & Walker Insurance Agency Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $204K 38.395676174827024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $147K |
| 2023 | 1 | 3 | $190K |
| 2024 | 1 | 3 | $204K |
Kohls & Walker Insurance Agency Profit Sharing Plan filing trail (2024)
| Total Assets (Beginning of Year) | $190K |
|---|---|
| Net Assets (End of Year) | $204K |
| Net Income | $14K |
| Employer EIN | 330494736 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Kohls & Walker Insurance Agency Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Groomaroo, Inc. Retirement Plan in NC ($204K); 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 ($204K here).
- Groomaroo, Inc. Retirement Plan (NC) $204K · 1
- Chesapeake Ice Inc. Retirement Plan (MD) $204K · 1
- Ana S. Lopez Colon Retirement Pan (PR) $204K · 1
- Jda Enterprise, Inc. Profit Sharing Plan & Trust (NC) $204K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.