Other · DOL Form 5500 · 2024
Pat Delvecchio Insurance Agency in Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $3.0M
- Avg per participant High balance/head
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 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #1,903 in Finance & Insurance (8,549 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.
- #1,903
- in Finance & Insurance (8,549 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 2024 · DOL Form 5500
$3,001,934 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pat Delvecchio Ins. 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. 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 2023 → plan year 2024
- Pat Delvecchio Ins. Agency Inc Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Pat Delvecchio Ins. Agency Inc Profit Sharing Plan reported net income rose from $194K in the plan year 2023 filing to $208K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 591864117 · Pat Delvecchio Insurance Agency in PY 2024 · Other
Pat Delvecchio Ins. Agency Inc Profit Sharing Plan · $3M · 1 · 34th
- EBSA $3M
- EBSA 1
- EBSA 34th
- EBSA Other
- EBSA near 403(b) Thrift Plan for Employees of Northside Charter High School
- EBSA ind #1903
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $3M |
Pat Delvecchio Insurance Agency in filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $208K |
| Employer EIN | 591864117 |
| Plan Effective Date | 1978-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
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 403(b) Thrift Plan for Employees of Northside Charter High School in NY ($3M); by covered participants it is Gramly & Associates Inc Retirement Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- 403(b) Thrift Plan for Employees of Northside Charter High School (NY) $3M · 77
- Sussex County Senior Services Retirement Plan (DE) $3M · 20
- Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities (OH) $3M · 17
- Girl Scouts of Southeastern Michigan 403(b) Retirement Savings Plan (MI) $3M · 134
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
- Lourdes Kutbi Rivera Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.