Profit Sharing · DOL Form 5500 · 2024

Celik Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Celik Insurance Agency, Inc., Profit Sharing Plan · Sponsored by Celik Insurance Agency, Inc. · Pennsylvania · Finance & Insurance

$5M in assets, 3 participants

Celik Insurance Agency, Inc.'s Celik Insurance Agency, Inc., Profit Sharing Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,477 in Finance & Insurance (8,549 peers)

Celik Insurance Agency, Inc. multi-year trail

Celik Insurance Agency, Inc.'s plans moved +12.6% in assets from 2022 to 2024; this filing shows Celik Insurance Agency, Inc., Profit Sharing Plan at $5M / 3 participants.

#2,477
in Finance & Insurance (8,549 peers)
+0.5%
assets growth YoY

Celik Insurance Agency, Inc., Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Celik Insurance Agency, Inc., Profit Sharing Plan vs every filed plan by assets

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

$5,270,532 43rd percentile higher than 43% 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

Celik Insurance Agency, Inc., 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. Celik Insurance Agency, Inc., 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

  • Celik Insurance Agency, Inc., Profit Sharing Plan reported net income fell from $564K in the plan year 2023 filing to $27K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251378259 · Celik Insurance Agency, Inc. PY 2024 · Profit Sharing

Celik Insurance Agency, Inc., Profit Sharing Plan · $5M · 3 · 43rd

  • SCH $5M
  • SCH 3
  • SCH 43rd
  • SCH Profit Sharing
  • SCH near Florian Industries Inc. Pension Transfer Trust Plan
  • SCH ind #2477

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 Pennsylvania →

Celik Insurance Agency, Inc., Profit Sharing Plan in the asset neighbourhood

Cmc Worldwide Inc. Profit Sharing PlanCmc Worldwide Inc. Profit Sh…$5MCelik Insurance Agency, Inc., Profit Sharing PlanCelik Insurance Agency, Inc.…$5MFlorian Industries Inc. Pension Transfer Trust PlanFlorian Industries Inc. Pens…$5MDefined Contribution Pension Plan for Employees of Hope Community Services, Inc.Defined Contribution Pension…$5MEllen S. Naidorf Profit Sharing Keogh Retirement PlanEllen S. Naidorf Profit Shar…$5M
End-of-year total assets ($M) among Celik Insurance Agency, Inc., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Celik Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Celik Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.582241356660639% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.68M $5.27M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $5M
2024 1 3 $5M

Celik Insurance Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$27K
Employer EIN251378259
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Celik Insurance Agency, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Celik Insurance Agency, Inc., Profit Sharing Plan, Total assets ($B): 0.005270532 · Participants: 3Celik Insurance Agency, Inc., Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Celik Insurance Agency, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Celik Insurance Agency, Inc., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Florian Industries Inc. Pension Transfer Trust Plan in CA ($5M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Celik Insurance Agency, Inc., Profit Sharing Plan assets move in 2024?
Celik Insurance Agency, Inc., Profit Sharing Plan held essentially flat - up 0.5% during 2024, from $5M to $5M. Reported net income was $27K.
How have Celik Insurance Agency, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Celik Insurance Agency, Inc.'s sponsor-wide assets grew 12.6%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Celik Insurance Agency, Inc., Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Florian Industries Inc. Pension Transfer Trust Plan in CA ($5M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to Celik Insurance Agency, Inc., Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).