Money Purchase · DOL Form 5500 · 2022

Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
40th
Percentile by assets National rank
$491,397
Avg per participant High balance/head
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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.

  • #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.

#8,065
in Professional & Technical Services (21,562 peers)
+6.7%
assets growth YoY

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan vs every filed plan by assets

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

$2,948,384 40th percentile higher than 40% 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

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 231974144 · Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. PY 2022 · Money Purchase

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan · $3M · 6 · 40th

  • IND $3M
  • IND 6
  • IND 40th
  • IND Money Purchase
  • IND near W. S. B. Electric Money Purchase Pension Plan
  • IND ind #8065

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 →

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan in the asset neighbourhood

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension PlanJoseph R. Pozzuolo Assoc., P…$3MW. S. B. Electric Money Purchase Pension PlanW. S. B. Electric Money Purc…$3MRetirement Trust of Middle District Chapter 13 Offices (Winston-Salem)Retirement Trust of Middle D…$3MStanton Video Services,Inc Employees' Money Purchase PlanStanton Video Services,Inc E…$3MEmployee Benefits Plan of Whittier Street Health Center Committee, Inc.Employee Benefits Plan of Wh…$3M
End-of-year total assets ($M) among Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.89535518578971% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.2M $4.95M ▲ +17.9%
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 EIN231974144
Plan Effective Date1977-10-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan, Total assets ($M): 2.948384 · Participants: 6Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan side-by-side with 3 peers →

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is W. S. B. Electric Money Purchase Pension Plan in CA ($3M); by covered participants it is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan assets move in 2022? ▼
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan grew at a solid clip - up 6.7% during 2022, from $3M to $3M. Reported net income was $186K.
How have Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C.'s sponsor-wide assets grew 17.9%, from $4M to $5M.
Which Money Purchase plans are similar in size to Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is W. S. B. Electric Money Purchase Pension Plan in CA ($3M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Thomas D Sharp Dmd Money Purchase Plan in AL (6 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 231974144.

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.