401(k) · DOL Form 5500 · 2022

Pennsylvania Institute of Cpas 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
65
Participants Small participant base
69th
Percentile by assets National rank
$194,478
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation · Sponsored by Pennsylvania Institute of Cpas · Pennsylvania · Educational Services

$13M in assets, 65 participants

Pennsylvania Institute of Cpas's The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation reported $13M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,076 in Educational Services (4,024 peers)

Pennsylvania Institute of Cpas multi-year trail

Pennsylvania Institute of Cpas's plans moved +28.3% in assets from 2022 to 2024; this filing shows The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation at $13M / 65 participants.

#2,076
in Educational Services (4,024 peers)
-35.5%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation's outsized position by total assets

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation vs every filed plan by assets

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

$12,641,094 Top 31% higher than 69% 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

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation is a small filing (65 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 230959052 · Pennsylvania Institute of Cpas PY 2022 · 401(k)

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation · $13M · 65 · 69th

  • VS-ST $13M
  • VS-ST 65
  • VS-ST 69th
  • VS-ST 401(k)
  • VS-ST near Oglesby Construction 401(k) Profit Sharing Plan
  • VS-ST ind #2076

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 Educational Services retirement plans → · Plans in Pennsylvania →

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation in the asset neighbourhood

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa FoundationThe Deferred Salary Profit-S…$13MOglesby Construction 401(k) Profit Sharing PlanOglesby Construction 401(k) …$13MThe Murray Bank 401(k) Employee Stock Ownership PlanThe Murray Bank 401(k) Emplo…$13MLiquid Robotics, Inc. 401(k) Retirement Savings PlanLiquid Robotics, Inc. 401(k)…$13MHammer Packaging Corp. Retirement Savings Plan for Union EmployeesHammer Packaging Corp. Retir…$13M
End-of-year total assets ($M) among The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania Institute of Cpas multi-year asset trail

Sponsor-wide plan assets over time

All Pennsylvania Institute of Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.2589228432286% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.6M $16.2M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 65 $13M
2023 1 59 $14M
2024 1 59 $16M

Pennsylvania Institute of Cpas filing trail (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$13M
Net Income-$7M
Employer EIN230959052
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation, Total assets ($B): 0.012641094 · Participants: 65The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa FoundationComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation side-by-side with 3 peers →

The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Oglesby Construction 401(k) Profit Sharing Plan in OH ($13M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation assets move in 2022? ▼
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation contracted severely - down 35.5% during 2022, from $20M to $13M. Reported net income was -$7M.
How have Pennsylvania Institute of Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Institute of Cpas's sponsor-wide assets grew 28.3%, from $13M to $16M.
Which 401(k) plans are similar in size to The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation? ▼
Among 401(k) plans in other states, the closest by assets is Oglesby Construction 401(k) Profit Sharing Plan in OH ($13M, 196 participants).
Which 401(k) plans cover a similar participant headcount to The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation? ▼
Among 401(k) plans in other states, the closest by covered participants is Lwbj, LLP 401(k) Plan in IA (65 participants, N/A 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 230959052.

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.