Profit Sharing · DOL Form 5500 · 2022
Robert M. Degregorio Insurance Agency, Inc Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $482,900
- Avg per participant High balance/head
Official DOL plan name: Robert M Degregorio Insurance Agency Inc Profit Sharing Plan · Sponsored by Robert M. Degregorio Insurance Agency, Inc · Massachusetts · Finance & Insurance
$1M in assets, 3 participants
Robert M. Degregorio Insurance Agency, Inc's Robert M Degregorio Insurance Agency Inc Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #1,824 in Finance & Insurance (9,261 peers)
Robert M. Degregorio Insurance Agency, Inc multi-year trail
Robert M. Degregorio Insurance Agency, Inc's plans moved -53.9% in assets from 2022 to 2024; this filing shows Robert M Degregorio Insurance Agency Inc Profit Sharing Plan at $1M / 3 participants.
- #1,824
- in Finance & Insurance (9,261 peers)
- -21.5%
- assets change YoY
The plan reported a net loss of $397K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert M Degregorio Insurance Agency Inc Profit Sharing Plan among the smaller filed plans by assets
Robert M Degregorio Insurance Agency Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,448,700 29th percentile higher than 29% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Robert M Degregorio Insurance Agency Inc Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert M Degregorio Insurance Agency Inc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 042686703 · Robert M. Degregorio Insurance Agency, Inc PY 2022 · Profit Sharing
Robert M Degregorio Insurance Agency Inc Profit Sharing Plan · $1M · 3 · 29th
- VS-ST $1M
- BOY 3
- SCH 29th
- EBSA Profit Sharing
- PART near Colmax LLC Profit Sharing Plan
- TYPE ind #1824
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 Massachusetts →
Robert M Degregorio Insurance Agency Inc Profit Sharing Plan in the asset neighbourhood
Robert M. Degregorio Insurance Agency, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Robert M. Degregorio Insurance Agency, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $668K 53.90170497687582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $969K |
| 2024 | 1 | 3 | $668K |
Robert M. Degregorio Insurance Agency, Inc filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$397K |
| Employer EIN | 042686703 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
Robert M Degregorio Insurance Agency Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Colmax LLC Profit Sharing Plan in CA ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.