Profit Sharing · DOL Form 5500 · 2024

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$609,610
Avg per participant High balance/head
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Official DOL plan name: Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Michael Page Davis Insurance Agency, Inc. · California · Finance & Insurance

$2M in assets, 3 participants

Michael Page Davis Insurance Agency, Inc.'s Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,515 in Finance & Insurance (8,549 peers)

Michael Page Davis Insurance Agency, Inc. multi-year trail

Michael Page Davis Insurance Agency, Inc.'s plans moved -13.3% in assets from 2022 to 2024; this filing shows Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan at $2M / 3 participants.

#1,515
in Finance & Insurance (8,549 peers)
+10.1%
assets growth YoY

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan among the smaller filed plans by assets

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,828,831 28th percentile higher than 28% 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

Michael Page Davis 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. Michael Page Davis 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

  • Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan reported net income rose from $158K in the plan year 2023 filing to $167K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953872854 · Michael Page Davis Insurance Agency, Inc. PY 2024 · Profit Sharing

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan · $2M · 3 · 28th

  • IND $2M
  • IND 3
  • IND 28th
  • IND Profit Sharing
  • IND near Star Community, Inc.
  • IND ind #1515

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 →

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Michael Page Davis Insurance Agency, Inc. Profit Sharing PlanMichael Page Davis Insurance…$2MStar Community, Inc.$2MBec Corp Dba Empacadora Hills Brothers Retirement PlanBec Corp Dba Empacadora Hill…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2MSuny Polytechnic Institute Auxiliary Services CorpSuny Polytechnic Institute A…$2M
End-of-year total assets ($M) among Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Michael Page Davis Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Michael Page Davis Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.264213367936001% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $2.11M $1.83M ▼ -13.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 3 $2M

Michael Page Davis Insurance Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$167K
Employer EIN953872854
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.001828831 · Participants: 3Michael Page Davis Insurance Agency, Inc. Profit Sharing 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
Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Star Community, Inc. in MD ($2M); 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 Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan assets move in 2024? ▼
Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan grew at a solid clip - up 10.1% during 2024, from $2M to $2M. Reported net income was $167K.
How have Michael Page Davis Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Page Davis Insurance Agency, Inc.'s sponsor-wide assets declined 13.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Michael Page Davis Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Star Community, Inc. in MD ($2M, 115 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael Page Davis 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).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953872854.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.