Profit Sharing · DOL Form 5500 · 2022

Daniel J. Guarino Insurance Agency Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$352,229
Avg per participant High balance/head
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Official DOL plan name: Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Daniel J. Guarino Insurance Agency Inc. · Massachusetts · Finance & Insurance

$2M in assets, 6 participants

Daniel J. Guarino Insurance Agency Inc.'s Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,172 in Finance & Insurance (9,261 peers)

Daniel J. Guarino Insurance Agency Inc. multi-year trail

Daniel J. Guarino Insurance Agency Inc.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan at $2M / 6 participants.

#2,172
in Finance & Insurance (9,261 peers)
-25.8%
assets change YoY

The plan reported a net loss of $737K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,113,374 35th percentile higher than 35% 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

Daniel J. Guarino 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. Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 043254008 · Daniel J. Guarino Insurance Agency Inc. PY 2022 · Profit Sharing

Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan · $2M · 6 · 35th

  • EOY $2M
  • EOY 6
  • EOY 35th
  • EOY Profit Sharing
  • EOY near Mata's Fruit Store Profit Sharing Plan
  • EOY ind #2172

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 →

Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Daniel J. Guarino Insurance Agency, Inc. Profit Sharing PlanDaniel J. Guarino Insurance …$2MMata's Fruit Store Profit Sharing PlanMata's Fruit Store Profit Sh…$2MWright Titus Agency Profit Sharing Plan and TrustWright Titus Agency Profit S…$2MKathleen M Duerksen Md PC Profit Sharing Plan and Trust AgreementKathleen M Duerksen Md PC Pr…$2MRay Howard & Associates Inc Employees Profit Sharing Plan & TrustRay Howard & Associates Inc …$2M
End-of-year total assets ($M) among Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Daniel J. Guarino Insurance Agency Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Daniel J. Guarino Insurance Agency Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.383943400458225% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.11M $2.46M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 6 $2M

Daniel J. Guarino Insurance Agency Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$737K
Employer EIN043254008
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.002113374 · Participants: 6Daniel J. Guarino Insurance Agency, Inc. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Daniel J. Guarino 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 Mata's Fruit Store Profit Sharing Plan in TX ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan assets move in 2022? ▼
Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan declined sharply - down 25.8% during 2022, from $3M to $2M. Reported net income was -$737K.
How have Daniel J. Guarino Insurance Agency Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel J. Guarino Insurance Agency Inc.'s sponsor-wide assets grew 16.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mata's Fruit Store Profit Sharing Plan in TX ($2M, 105 participants).
Which Profit Sharing plans cover a similar participant headcount to Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 043254008.

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.