Profit Sharing · DOL Form 5500 · 2024

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
32nd
Percentile by assets National rank
$409,938
Avg per participant High balance/head
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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 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,745 in Finance & Insurance (8,549 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.

#1,745
in Finance & Insurance (8,549 peers)
+1.2%
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 2024 · DOL Form 5500

$2,459,628 32nd percentile higher than 32% of 123,620 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 2024

Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 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 2023 → plan year 2024

  • Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan reported net income fell from $318K in the plan year 2023 filing to $29K in the plan year 2024 filing.
  • Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043254008 · Daniel J. Guarino Insurance Agency Inc. PY 2024 · Profit Sharing

Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan · $2M · 6 · 32nd

  • IND $2M
  • EOY 6
  • 5500 32nd
  • ASSETS Profit Sharing
  • PCT near Boulder Oral & Maxillofacial Surgery Profit Sharing Plan
  • EIN ind #1745

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

Damascus Veterinary Hospital,Inc.Profit Sharing PlanDamascus Veterinary Hospital…$2MDaniel J. Guarino Insurance Agency, Inc. Profit Sharing PlanDaniel J. Guarino Insurance …$2MBoulder Oral & Maxillofacial Surgery Profit Sharing PlanBoulder Oral & Maxillofacial…$2MMarin-Sonoma Produce Co., Inc. 401(k) PlanMarin-Sonoma Produce Co., In…$2MYung C. Chan Md PC Profit Sharing PlanYung C. Chan Md PC Profit Sh…$2M
End-of-year total assets ($M) among Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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
$2M$2.2M$2.4M$2.6M 202220232024 $2.11M $2.46M ▲ +16.6%
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 (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$29K
Employer EIN043254008
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.002459628 · Participants: 6Daniel J. Guarino Insurance Agency, Inc. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

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 Boulder Oral & Maxillofacial Surgery Profit Sharing Plan in CA ($2M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan assets move in 2024? ▼
Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan edged up modestly - up 1.2% during 2024, from $2M to $2M. Reported net income was $29K.
How have Daniel J. Guarino Insurance Agency Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel J. Guarino Insurance Agency Inc.'s sponsor-wide assets grew 16.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Boulder Oral & Maxillofacial Surgery Profit Sharing Plan in CA ($2M, 22 participants).
Which Profit Sharing plans cover a similar participant headcount to Daniel J. Guarino Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043254008.

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.