401(k) · DOL Form 5500 · 2022
Potesta & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $228,311
- Avg per participant Above avg balance/head
Official DOL plan name: Potesta & Associates, Inc. 401(k) Plan · Sponsored by Potesta & Associates, Inc. · West Virginia · Professional & Technical Services
$14M in assets, 60 participants
Potesta & Associates, Inc.'s Potesta & Associates, Inc. 401(k) Plan reported $14M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,159 in Professional & Technical Services (21,562 peers)
Potesta & Associates, Inc. multi-year trail
Potesta & Associates, Inc.'s plans moved +21.9% in assets from 2022 to 2024; this filing shows Potesta & Associates, Inc. 401(k) Plan at $14M / 60 participants.
- #15,159
- in Professional & Technical Services (21,562 peers)
- -15.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Potesta & Associates, Inc. 401(k) Plan's outsized position by total assets
Potesta & Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,698,675 Top 29% higher than 71% 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
Potesta & Associates, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Potesta & Associates, Inc. 401(k) Plan is a small filing (60 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 311509066 · Potesta & Associates, Inc. PY 2022 · 401(k)
Potesta & Associates, Inc. 401(k) Plan · $14M · 60 · 71st
- VS-ST $14M
- BOY 60
- SCH 71st
- EBSA 401(k)
- PART near Charles H. Greenthal Group Employees Savings Plan
- TYPE ind #15159
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 West Virginia →
Potesta & Associates, Inc. 401(k) Plan in the asset neighbourhood
Potesta & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Potesta & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 21.854865525315404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $14M |
| 2023 | 1 | 64 | $16M |
| 2024 | 1 | 67 | $17M |
Potesta & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 311509066 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $808M · 1,866
- Camc Health System Basic Retirement Plan $594M · N/A
- American Public Education Retirement Plan $215M · 2,951
- United Bankshares, Inc. Savings and Stock Investment Plan $202M · 2,978
- Wesbanco, Inc. Ksop $186M · 2,334
Potesta & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Charles H. Greenthal Group Employees Savings Plan in NY ($14M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Charles H. Greenthal Group Employees Savings Plan (NY) $14M · 135
- The Glockner Chevrolet Company 401(k) Savings Plan (OH) $14M · 368
- Gruss 401(k) Plan (FL) $14M · 33
- Wilkie Lexus 401(k) Profit Sharing Plan (PA) $14M · 150
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Matson Money, Inc. Savings and Retirement Plan (OH) 60 · 0 off
- Bill Gillespie Electric, Inc. (PA) 60 · 0 off
- Visual Systems Group, Inc. 401(k) Savings Plan (VA) 60 · 0 off
- Savant Learning Systems, Inc. 401(k) Plan (TN) 60 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.