How big is Delphi Management, Inc.'s plan?

Delphi Management, Inc.'s plan reported $3.8M in assets and 5 participants for 2024.

Original filing (PDF)20251009182438NAL0004162387001

Delphi Management, Inc.

Name: Delphi Management, Inc. — Delphi Management, Inc., Form 5500 (2024)
Creator: Delphi Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Delphi Management, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Delphi Management, Inc.'s Delphi Management, Inc. Profit Sharing Plan held $3.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Delphi Management, Inc.'s EIN is 04-2776276.

EIN 04-2776276

Plan number 002

Plan year 2024

ACK ID 20251009182438NAL0004162387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Delphi Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Delphi Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELPHI MANAGEMENT, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

DELPHI MANAGEMENT, INC.

EIN

all filings

Address

9 SEARS RD · BROOKLINE, MA · 024457409

Phone

(617) 738-9424

Industry

Finance & Insurance

Plan administrator