401(k) · DOL Form 5500 · 2022

Delve, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
95
Participants Small participant base
81st
Percentile by assets National rank
$276,536
Avg per participant High balance/head
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Official DOL plan name: Delve Retirement Plan · Sponsored by Delve, LLC · Pennsylvania · Professional & Technical Services

$26M in assets, 95 participants

Delve, LLC's Delve Retirement Plan reported $26M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,619 in Professional & Technical Services (21,562 peers)

Where Delve Retirement Plan sits by assets

Delve Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 95 participants (~$276,536/participant), up 124.5% in 2022.

#17,619
in Professional & Technical Services (21,562 peers)
+124.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $717K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Delve Retirement Plan's outsized position by total assets

Delve Retirement Plan vs every filed plan by assets

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

$26,270,946 Top 19% higher than 81% 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

Delve Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Delve Retirement Plan is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 863351903 · Delve, LLC PY 2022 · 401(k)

Delve Retirement Plan · $26M · 95 · 81st

  • BOY $26M
  • SCH 95
  • EBSA 81st
  • PART 401(k)
  • TYPE near Whitebox Advisors, LLC 401(k) Plan
  • NET ind #17619

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Delve Retirement Plan in the asset neighbourhood

Delve Retirement Plan$26MWhitebox Advisors, LLC 401(k) PlanWhitebox Advisors, LLC 401(k…$26MSmolin, Lupin & Co. Savings and Investment PlanSmolin, Lupin & Co. Savings …$26MNipro Pharmapackaging Americas Corporation Non-Union 401(k) PlanNipro Pharmapackaging Americ…$26MItafos Retirement Plan$26M
End-of-year total assets ($M) among Delve Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$26M
Net Income-$717K
Employer EIN863351903
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delve, LLC)

Sponsor-wide plan assets over time

All Delve, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 30.51707768726714% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $34.3M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 95 $26M
2023 1 188 $32M
2024 1 162 $34M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Delve Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Delve Retirement Plan, Total assets ($B): 0.026270946 · Participants: 95Delve Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Delve Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Delve Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Whitebox Advisors, LLC 401(k) Plan in MN ($26M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Delve Retirement Plan assets move in 2022?
Delve Retirement Plan surged - up 124.5% during 2022, from $12M to $26M. Reported net income was -$717K.
How have Delve, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Delve, LLC's sponsor-wide assets grew 30.5%, from $26M to $34M.
Where does Delve Retirement Plan rank by assets among Form 5500 filers?
Delve Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Delve Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Whitebox Advisors, LLC 401(k) Plan in MN ($26M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Delve Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M in assets).