401(k) · DOL Form 5500 · 2022
Joanne Hudson Associates Ltd 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $165,665
- Avg per participant Above avg balance/head
Official DOL plan name: Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust · Sponsored by Joanne Hudson Associates Ltd · Pennsylvania · Professional & Technical Services
$3M in assets, 20 participants
Joanne Hudson Associates Ltd's Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,541 in Professional & Technical Services (21,562 peers)
2022 asset change
Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust pulled back noticeably 14.3% in 2022 ($4M → $3M) for 20 participants.
- #8,541
- in Professional & Technical Services (21,562 peers)
- -14.3%
- assets change YoY
The plan reported a net loss of $552K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,313,302 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust is a small filing (20 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 232419366 · Joanne Hudson Associates Ltd PY 2022 · 401(k)
Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust · $3M · 20 · 42nd
- PART $3M
- PART 20
- PART 42nd
- PART 401(k)
- PART near Optima Medical 401(k) Plan
- PART ind #8541
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 →
Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$552K |
| Employer EIN | 232419366 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Optima Medical 401(k) Plan in AZ ($3M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.