Profit Sharing · DOL Form 5500 · 2023
Robert M. Degregorio Insurance Agency, Inc Profit Sharing Plan
Data updated 2026-08-25
- $969K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $322,948
- 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
$969K in assets, 3 participants
Robert M. Degregorio Insurance Agency, Inc's Robert M Degregorio Insurance Agency Inc Profit Sharing Plan reported $969K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,323 in Finance & Insurance (8,869 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 $969K / 3 participants.
- #1,323
- in Finance & Insurance (8,869 peers)
- -33.1%
- assets change YoY
The plan reported a net loss of $480K 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 2023 · DOL Form 5500
$968,844 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Robert M Degregorio Insurance Agency Inc Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 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.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert M Degregorio Insurance Agency Inc Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $969K in the plan year 2023 filing.
- Robert M Degregorio Insurance Agency Inc Profit Sharing Plan reported net income fell from -$397K in the plan year 2022 filing to -$480K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042686703 · Robert M. Degregorio Insurance Agency, Inc PY 2023 · Profit Sharing
Robert M Degregorio Insurance Agency Inc Profit Sharing Plan · $969K · 3 · 23rd
- BOY $969K
- SCH 3
- EBSA 23rd
- PART Profit Sharing
- TYPE near Carlos J. Fraga Millan Retirement Plan
- NET ind #1323
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 (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $969K |
| Net Income | -$480K |
| 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 $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
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 Carlos J. Fraga Millan Retirement Plan in PR ($969K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($969K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.