Profit Sharing · DOL Form 5500 · 2023
Andrew Vitella Statefarm Agency in Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $734,774
- Avg per participant High balance/head
Official DOL plan name: Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan · Sponsored by Andrew Vitella Statefarm Agency in · Pennsylvania · Finance & Insurance
$1M in assets, 2 participants
Andrew Vitella Statefarm Agency in's Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #1,603 in Finance & Insurance (8,869 peers)
2023 asset change
Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan grew at a solid clip 12.8% in 2023 ($1M → $1M) for 2 participants.
- #1,603
- in Finance & Insurance (8,869 peers)
- +12.8%
- assets growth YoY
Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan among the smaller filed plans by assets
Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,469,548 27th percentile higher than 27% 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
Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) 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. Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan reported net income rose from -$140K in the plan year 2022 filing to $167K in the plan year 2023 filing.
- Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 562562702 · Andrew Vitella Statefarm Agency in PY 2023 · Profit Sharing
Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan · $1M · 2 · 27th
- ASSETS $1M
- PCT 2
- EIN 27th
- RANK Profit Sharing
- PHOTO near Struve and Laporte Funeral Home Profit Sharing Plan
- IND ind #1603
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 Pennsylvania →
Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan in the asset neighbourhood
Andrew Vitella Statefarm Agency in years around the 2023 move
Sponsor-wide plan assets over time
All Andrew Vitella Statefarm Agency in plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $167K |
| Employer EIN | 562562702 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Andrew Vitella State Farm Agency Inc. P/S 401(k) Profit Sharing 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Struve and Laporte Funeral Home Profit Sharing Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.