Profit Sharing · DOL Form 5500 · 2022

Tom Romano Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
42nd
Percentile by assets National rank
$364,193
Avg per participant High balance/head
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Official DOL plan name: Tom Romano Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Tom Romano Insurance Agency, Inc. · California · Finance & Insurance

$3M in assets, 9 participants

Tom Romano Insurance Agency, Inc.'s Tom Romano Insurance Agency, Inc. Profit Sharing Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,648 in Finance & Insurance (9,261 peers)

Tom Romano Insurance Agency, Inc. multi-year trail

Tom Romano Insurance Agency, Inc.'s plans moved +24.5% in assets from 2022 to 2024; this filing shows Tom Romano Insurance Agency, Inc. Profit Sharing Plan at $3M / 9 participants.

#2,648
in Finance & Insurance (9,261 peers)
-12.9%
assets change YoY

The plan reported a net loss of $484K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,277,738 42nd percentile higher than 42% of 139,123 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 2022

Tom Romano 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. Tom Romano Insurance Agency, Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 953439607 · Tom Romano Insurance Agency, Inc. PY 2022 · Profit Sharing

Tom Romano Insurance Agency, Inc. Profit Sharing Plan · $3M · 9 · 42nd

  • 5500 $3M
  • 5500 9
  • 5500 42nd
  • 5500 Profit Sharing
  • 5500 near Cullman Surgical Associates PC Retirement Plan
  • 5500 ind #2648

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 →

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

Tom Romano Insurance Agency, Inc. Profit Sharing PlanTom Romano Insurance Agency,…$3MCullman Surgical Associates PC Retirement PlanCullman Surgical Associates …$3MB & E Delivery, Inc. 401(k) Profit Sharing PlanB & E Delivery, Inc. 401(k) …$3MHolmes & Turner Employee Profit Sharing TrustHolmes & Turner Employee Pro…$3MSurefire Ventures, Inc. Profit Sharing Plan & TrustSurefire Ventures, Inc. Prof…$3M
End-of-year total assets ($M) among Tom Romano Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tom Romano Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 24.48228015784056% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.28M $4.08M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $4M
2024 1 9 $4M

Tom Romano Insurance Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$484K
Employer EIN953439607
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Tom Romano Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Tom Romano Insurance Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.003277738 · Participants: 9Tom Romano Insurance Agency, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Tom Romano Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Tom Romano Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Tom Romano 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 Cullman Surgical Associates PC Retirement Plan in AL ($3M); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Tom Romano Insurance Agency, Inc. Profit Sharing Plan assets move in 2022? ▼
Tom Romano Insurance Agency, Inc. Profit Sharing Plan pulled back noticeably - down 12.9% during 2022, from $4M to $3M. Reported net income was -$484K.
How have Tom Romano Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tom Romano Insurance Agency, Inc.'s sponsor-wide assets grew 24.5%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Tom Romano Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cullman Surgical Associates PC Retirement Plan in AL ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Tom Romano Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953439607.

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.