401(k) · DOL Form 5500 · 2022

Insogna Cpa PC 401(k) Plan

Data updated 2026-08-25

$323K
Total assets Small plan by assets
11
Participants Small participant base
14th
Percentile by assets National rank
$29,341
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Insogna Cpa PC 401(k) Profit Sharing Plan & Trust · Sponsored by Insogna Cpa PC · Texas · Other Services

$323K in assets, 11 participants

Insogna Cpa PC's Insogna Cpa PC 401(k) Profit Sharing Plan & Trust reported $323K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,612 in Other Services (8,398 peers)

Insogna Cpa PC multi-year trail

Insogna Cpa PC's plans moved +41.6% in assets from 2022 to 2023; this filing shows Insogna Cpa PC 401(k) Profit Sharing Plan & Trust at $323K / 11 participants.

#2,612
in Other Services (8,398 peers)
-6.4%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$322,752 14th percentile higher than 14% of 139,123 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 2022

Insogna Cpa PC 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. Insogna Cpa PC 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 271345499 · Insogna Cpa PC PY 2022 · 401(k)

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust · $323K · 11 · 14th

  • EIN $323K
  • RANK 11
  • PHOTO 14th
  • IND 401(k)
  • EOY near Watchtower Data Retirement Plan
  • 5500 ind #2612

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 Other Services retirement plans → · Plans in Texas →

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Insogna Cpa PC 401(k) Profit Sharing Plan & TrustInsogna Cpa PC 401(k) Profit…$323KWatchtower Data Retirement PlanWatchtower Data Retirement P…$323KVerse 401(k) Plan$323KCrest Holdings, Inc 401(k) PlanCrest Holdings, Inc 401(k) P…$323KFinancial Vision Advisory Serv 401(k) Profit Sharing Plan & TrustFinancial Vision Advisory Se…$323K
End-of-year total assets ($M) among Insogna Cpa PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Insogna Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Insogna Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$457K 41.610586456474316% vs 2022
2023 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 20222023 $0.32M $0.46M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 11 $323K
2023 1 11 $457K

Insogna Cpa PC filing trail (2022)

Total Assets (Beginning of Year)$345K
Net Assets (End of Year)$323K
Net Income-$22K
Employer EIN271345499
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Insogna Cpa PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000322752 · Participants: 11Insogna Cpa PC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Insogna Cpa PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Insogna Cpa PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Watchtower Data Retirement Plan in VA ($323K); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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.

Frequently Asked Questions

How did Insogna Cpa PC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Insogna Cpa PC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.4% during 2022, from $345K to $323K. Reported net income was -$22K.
How have Insogna Cpa PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Insogna Cpa PC's sponsor-wide assets grew 41.6%, from $323K to $457K.
Where does Insogna Cpa PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Insogna Cpa PC 401(k) Profit Sharing Plan & Trust ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Insogna Cpa PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Watchtower Data Retirement Plan in VA ($323K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Insogna Cpa PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271345499.

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.