Money Purchase · DOL Form 5500 · 2022
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 6
- Participants
- 40th
- Percentile by assets
- $491,397
- Avg per participant
Official DOL plan name: Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan · Sponsored by Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. · Pennsylvania · Professional & Technical Services
$3M in assets, 6 participants
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C.'s Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan reported $3M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- 40th percentile by assets (of 139,126 plans)
- #8,065 in Professional & Technical Services (21,562 peers)
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. multi-year trail
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan at $3M / 6 participants.
- $3M
- total plan assets (2022 EOY)
- 6
- covered participants
- 40th
- percentile by assets (of 139,126 plans)
- $491,397
- avg assets per participant
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. across 3 plan years on file
Across the 3 plan years Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 17.9%, while reported participants moved from 12 to 12 (+0.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($4M).
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $4M |
| 2023 | 2 | 12 | $5M |
| 2024 | 2 | 12 | $5M |
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $186K |
| Employer EIN | 231974144 |
| Plan Effective Date | 1977-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan by total assets, not by location.
- W. S. B. Electric Money Purchase Pension Plan (CA) $3M · 2
- Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) (NC) $3M · 12
- Stanton Video Services,Inc Employees' Money Purchase Plan (AZ) $3M · 3
- Employee Benefits Plan of Whittier Street Health Center Committee, Inc. (MA) $3M · 290
Frequently Asked Questions
How did Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan assets move in 2022? ▼
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Multi-year trail
Ways to act on Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan's numbers.
- By total assets, Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C.'s sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans