Profit Sharing · DOL Form 5500 · 2023
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
- 33rd
- Percentile by assets National rank
- $405,150
- Avg per participant High balance/head
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 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,012 in Finance & Insurance (8,869 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.
- #2,012
- in Finance & Insurance (8,869 peers)
- +15.0%
- assets growth YoY
Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan among the smaller filed plans by assets
Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,430,901 33rd percentile higher than 33% 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
Daniel J. Guarino 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. Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan reported net income rose from -$737K in the plan year 2022 filing to $318K in the plan year 2023 filing.
- Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043254008 · Daniel J. Guarino Insurance Agency Inc. PY 2023 · Profit Sharing
Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan · $2M · 6 · 33rd
- PHOTO $2M
- IND 6
- EOY 33rd
- 5500 Profit Sharing
- ASSETS near Sjc Business Management Inc Profit Sharing Plan
- PCT ind #2012
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. 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
| 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 (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $318K |
| Employer EIN | 043254008 |
| Plan Effective Date | 1982-01-01 |
| 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
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 Sjc Business Management Inc Profit Sharing Plan in CA ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.