Profit Sharing · DOL Form 5500 · 2023

Tom Romano Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
39th
Percentile by assets National rank
$405,052
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tom Romano Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Tom Romano Insurance Agency, Inc. · California · Finance & Insurance

$4M in assets, 9 participants

Tom Romano Insurance Agency, Inc.'s Tom Romano Insurance Agency, Inc. Profit Sharing Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,405 in Finance & Insurance (8,869 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 $4M / 9 participants.

#2,405
in Finance & Insurance (8,869 peers)
+11.2%
assets growth YoY

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 2023 · DOL Form 5500

$3,645,466 39th percentile higher than 39% of 127,068 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 2023

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tom Romano Insurance Agency, Inc. Profit Sharing Plan reported net income rose from -$484K in the plan year 2022 filing to $368K in the plan year 2023 filing.
  • Tom Romano Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953439607 · Tom Romano Insurance Agency, Inc. PY 2023 · Profit Sharing

Tom Romano Insurance Agency, Inc. Profit Sharing Plan · $4M · 9 · 39th

  • TYPE $4M
  • TYPE 9
  • TYPE 39th
  • TYPE Profit Sharing
  • TYPE near Glenn Segal Physical Therapy, P.C. 401(k) Profit Sharing Plan
  • TYPE ind #2405

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,…$4MGlenn Segal Physical Therapy, P.C. 401(k) Profit Sharing PlanGlenn Segal Physical Therapy…$4MSharon R. Weaver, M.D. S. C. Profit Sharing Pl & TrSharon R. Weaver, M.D. S. C.…$4MTennessee Valley Urology Center, P.C. Profit Sharing PlanTennessee Valley Urology Cen…$4MJohn G. Bush, D.O., Ltd. Profit Sharing PlanJohn G. Bush, D.O., Ltd. Pro…$4M
End-of-year total assets ($M) among Tom Romano Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$368K
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): 0.003645466 · Participants: 9Tom Romano Insurance Agency, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings 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 Glenn Segal Physical Therapy, P.C. 401(k) Profit Sharing Plan in NY ($4M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (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 2023. 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 2023? ▼
Tom Romano Insurance Agency, Inc. Profit Sharing Plan grew at a solid clip - up 11.2% during 2023, from $3M to $4M. Reported net income was $368K.
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 Glenn Segal Physical Therapy, P.C. 401(k) Profit Sharing Plan in NY ($4M, 2 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 Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.