Other · DOL Form 5500 · 2023

Pat Delvecchio Insurance Agency in Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: Pat Delvecchio Ins. Agency Inc Profit Sharing Plan · Sponsored by Pat Delvecchio Insurance Agency in · Florida · Finance & Insurance

$3M in assets, 1 participants

Pat Delvecchio Insurance Agency in's Pat Delvecchio Ins. Agency Inc Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,134 in Finance & Insurance (8,869 peers)

Pat Delvecchio Insurance Agency in multi-year trail

Pat Delvecchio Insurance Agency in's plans moved +15.5% in assets from 2022 to 2024; this filing shows Pat Delvecchio Ins. Agency Inc Profit Sharing Plan at $3M / 1 participant.

#2,134
in Finance & Insurance (8,869 peers)
+7.5%
assets growth YoY

Pat Delvecchio Ins. Agency Inc Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Pat Delvecchio Ins. Agency Inc Profit Sharing Plan vs every filed plan by assets

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

$2,793,479 35th percentile higher than 35% 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

Pat Delvecchio Ins. 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. Pat Delvecchio Ins. Agency Inc Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pat Delvecchio Ins. Agency Inc Profit Sharing Plan reported net income rose from $164K in the plan year 2022 filing to $194K in the plan year 2023 filing.
  • Pat Delvecchio Ins. Agency Inc Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591864117 · Pat Delvecchio Insurance Agency in PY 2023 · Other

Pat Delvecchio Ins. Agency Inc Profit Sharing Plan · $3M · 1 · 35th

  • TYPE $3M
  • NET 1
  • BOOK 35th
  • VS-ST Other
  • BOY near The Briarwood School 403b DC Plan
  • SCH ind #2134

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 Florida →

Pat Delvecchio Ins. Agency Inc Profit Sharing Plan in the asset neighbourhood

Counseling & Recovery Services of Oklahoma, Inc. 403(b) PlanCounseling & Recovery Servic…$3MRappahannock Goodwill Industries, Inc. Retirement PlanRappahannock Goodwill Indust…$3MPat Delvecchio Ins. Agency Inc Profit Sharing PlanPat Delvecchio Ins. Agency I…$3MThe Briarwood School 403b DC PlanThe Briarwood School 403b DC…$3MActors Theatre 403(b) Plan$3M
End-of-year total assets ($M) among Pat Delvecchio Ins. Agency Inc Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pat Delvecchio Insurance Agency in multi-year asset trail

Sponsor-wide plan assets over time

All Pat Delvecchio Insurance Agency in plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.494136870101634% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.6M $3M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Pat Delvecchio Insurance Agency in filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$194K
Employer EIN591864117
Plan Effective Date1978-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Pat Delvecchio Ins. Agency Inc Profit Sharing Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Pat Delvecchio Ins. Agency Inc Profit Sharing Plan, Total assets ($B): 0.002793479 · Participants: 1Pat Delvecchio Ins. Agency Inc Profit Sharing PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Pat Delvecchio Ins. Agency Inc Profit Sharing Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Pat Delvecchio Ins. Agency Inc Profit Sharing Plan side-by-side with 3 peers →

Pat Delvecchio Ins. Agency Inc Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Briarwood School 403b DC Plan in TX ($3M); by covered participants it is Ap/M 401(k) Plan in IA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Pat Delvecchio Ins. Agency Inc Profit Sharing Plan assets move in 2023? ▼
Pat Delvecchio Ins. Agency Inc Profit Sharing Plan grew at a solid clip - up 7.5% during 2023, from $3M to $3M. Reported net income was $194K.
How have Pat Delvecchio Insurance Agency in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pat Delvecchio Insurance Agency in's sponsor-wide assets grew 15.5%, from $3M to $3M.
Which Other plans are similar in size to Pat Delvecchio Ins. Agency Inc Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is The Briarwood School 403b DC Plan in TX ($3M, 82 participants).
Which Other plans cover a similar participant headcount to Pat Delvecchio Ins. Agency Inc Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Ap/M 401(k) Plan in IA (1 participant, $300K 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 591864117.

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.