401(k) · DOL Form 5500 · 2024
Shoreline Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $383,851
- Avg per participant High balance/head
Official DOL plan name: Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Shoreline Insurance Agency, Inc. · Michigan · Finance & Insurance
$10M in assets, 27 participants
Shoreline Insurance Agency, Inc.'s Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #3,451 in Finance & Insurance (8,549 peers)
Shoreline Insurance Agency, Inc. multi-year trail
Shoreline Insurance Agency, Inc.'s plans moved +38.4% in assets from 2022 to 2024; this filing shows Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan at $10M / 27 participants.
- #3,451
- in Finance & Insurance (8,549 peers)
- +14.2%
- assets growth YoY
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,363,978 Top 43% higher than 57% 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
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing 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. Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan reported participants fell from 28 in the plan year 2023 filing to 27 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 382124117 · Shoreline Insurance Agency, Inc. PY 2024 · 401(k)
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan · $10M · 27 · 57th
- PART $10M
- PART 27
- PART 57th
- PART 401(k)
- PART near Spero Health, Inc. 401(k) Plan
- PART ind #3451
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 Michigan →
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Shoreline Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shoreline Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 38.42385329604803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $7M |
| 2023 | 1 | 28 | $9M |
| 2024 | 1 | 27 | $10M |
Shoreline Insurance Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 382124117 |
| Plan Effective Date | 1987-08-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Shoreline Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Spero Health, Inc. 401(k) Plan in TN ($10M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Spero Health, Inc. 401(k) Plan (TN) $10M · 376
- 403(b) Thrift Plan of Learning Grove, Inc (KY) $10M · 410
- Miller Mayer 401(k) Plan (NY) $10M · 36
- Aeye, Inc. 401(k) Plan (CA) $10M · 61
Similar participant headcount
Nearest other-state filings by covered participants (27 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.