401(k) · DOL Form 5500 · 2023

Delve, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
188
Participants Below avg headcount
80th
Percentile by assets National rank
$170,716
Avg per participant Above avg balance/head
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Official DOL plan name: Delve Retirement Plan · Sponsored by Delve, LLC · Pennsylvania · Professional & Technical Services

$32M in assets, 188 participants

Delve, LLC's Delve Retirement Plan reported $32M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,400 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Delve Retirement Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#16,400
in Professional & Technical Services (20,321 peers)
+22.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Delve Retirement Plan's outsized position by total assets

Delve Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,094,694 Top 20% higher than 80% 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

Delve Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Delve Retirement Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Delve Retirement Plan reported net income rose from -$717K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Delve Retirement Plan reported participants rose from 95 in the plan year 2022 filing to 188 in the plan year 2023 filing.
  • Delve Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 863351903 · Delve, LLC PY 2023 · 401(k)

Delve Retirement Plan · $32M · 188 · 80th

  • BOY $32M
  • SCH 188
  • EBSA 80th
  • PART 401(k)
  • TYPE near Neyer, Tiseo & Hindo, Ltd. Profit Sharing Plan
  • NET ind #16400

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Delve Retirement Plan in the asset neighbourhood

Process Displays, LLC 401(k) PlanProcess Displays, LLC 401(k)…$32MThe Hiebing Group, Inc. Retirement Savings and Profit Sharing TrustThe Hiebing Group, Inc. Reti…$32MOcv!Be Sports & Entertainment 401(k) Savings PlanOcv!Be Sports & Entertainmen…$32MDelve Retirement Plan$32MNeyer, Tiseo & Hindo, Ltd. Profit Sharing PlanNeyer, Tiseo & Hindo, Ltd. P…$32M
End-of-year total assets ($M) among Delve Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN863351903
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delve, LLC)

Sponsor-wide plan assets over time

All Delve, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 30.51707768726714% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $34.3M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 95 $26M
2023 1 188 $32M
2024 1 162 $34M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Delve Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Delve Retirement Plan, Total assets ($B): 0.032094694 · Participants: 188Delve Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Delve Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Delve Retirement Plan side-by-side with 3 peers →

Delve Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Neyer, Tiseo & Hindo, Ltd. Profit Sharing Plan in MI ($32M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Delve Retirement Plan assets move in 2023? ▼
Delve Retirement Plan grew sharply - up 22.2% during 2023, from $26M to $32M. Reported net income was $6M.
How have Delve, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delve, LLC's sponsor-wide assets grew 30.5%, from $26M to $34M.
Where does Delve Retirement Plan rank by assets among Form 5500 filers? ▼
Delve Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Delve Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neyer, Tiseo & Hindo, Ltd. Profit Sharing Plan in MI ($32M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Delve Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 863351903.

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.