Profit Sharing · DOL Form 5500 · 2024
The Krieg Agency, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $558K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $186,019
- Avg per participant Above avg balance/head
Official DOL plan name: The Krieg Agency, Inc. Profit Sharing Plan · Sponsored by The Krieg Agency, Inc. · Wisconsin · Finance & Insurance
$558K in assets, 3 participants
The Krieg Agency, Inc.'s The Krieg Agency, Inc. Profit Sharing Plan reported $558K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #861 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
The Krieg Agency, Inc. Profit Sharing Plan holds $558K for 3 participants - about $186,019 per participant, among the smaller plans by assets on file.
- #861
- in Finance & Insurance (8,549 peers)
- -0.2%
- assets change YoY
The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Krieg Agency, Inc. Profit Sharing Plan among the smaller filed plans by assets
The Krieg Agency, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$558,056 19th percentile higher than 19% 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
The Krieg 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. The Krieg 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
- The Krieg Agency, Inc. Profit Sharing Plan reported net income fell from $38K in the plan year 2023 filing to -$1K in the plan year 2024 filing.
DOL schedule card
Filing strip 274345665 · The Krieg Agency, Inc. PY 2024 · Profit Sharing
The Krieg Agency, Inc. Profit Sharing Plan · $558K · 3 · 19th
- EOY $558K
- EOY 3
- EOY 19th
- EOY Profit Sharing
- EOY near Eastern Indiana Home Care Inc. Retirement Plan
- EOY ind #861
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 Wisconsin →
The Krieg Agency, Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $559K |
|---|---|
| Net Assets (End of Year) | $558K |
| Net Income | -$1K |
| Employer EIN | 274345665 |
| Plan Effective Date | 2010-12-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Krieg Agency, Inc.)
Sponsor-wide plan assets over time
All The Krieg Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $558K 6.949485812408729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $522K |
| 2023 | 1 | 3 | $559K |
| 2024 | 1 | 3 | $558K |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
The Krieg Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Eastern Indiana Home Care Inc. Retirement Plan in IN ($558K); 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 ($558K here).
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.