Profit Sharing · DOL Form 5500 · 2022

Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
27th
Percentile by assets National rank
$208,265
Avg per participant Above avg balance/head
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Official DOL plan name: Joseph R. Pozzuolo Associates, PC Profit Sharing Plan · Sponsored by Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C. · Pennsylvania · Professional & Technical Services

$1M in assets, 6 participants

Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden, P.C.'s Joseph R. Pozzuolo Associates, PC Profit Sharing Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #5,093 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 Associates, PC Profit Sharing Plan at $1M / 6 participants.

#5,093
in Professional & Technical Services (21,562 peers)
+2.5%
assets growth YoY

Joseph R. Pozzuolo Associates, PC Profit Sharing Plan among the smaller filed plans by assets

Joseph R. Pozzuolo Associates, PC Profit Sharing Plan vs every filed plan by assets

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

$1,249,588 27th percentile higher than 27% 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 Associates, PC Profit Sharing 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 Associates, PC Profit Sharing 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 · Profit Sharing

Joseph R. Pozzuolo Associates, PC Profit Sharing Plan · $1M · 6 · 27th

  • VS-ST $1M
  • VS-ST 6
  • VS-ST 27th
  • VS-ST Profit Sharing
  • VS-ST near Fisher Metals of Alaska, Inc. Retirement Plan
  • VS-ST ind #5093

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 Associates, PC Profit Sharing Plan in the asset neighbourhood

Joseph R. Pozzuolo Associates, PC Profit Sharing PlanJoseph R. Pozzuolo Associate…$1MFisher Metals of Alaska, Inc. Retirement PlanFisher Metals of Alaska, Inc…$1MIndustrial Steering Products, Inc Profit Sharing Plan and TrustIndustrial Steering Products…$1MPerge, Inc. Retirement Plan$1MR&j Capital Group Inc. Retirement PlanR&j Capital Group Inc. Retir…$1M
End-of-year total assets ($M) among Joseph R. Pozzuolo Associates, PC Profit Sharing Plan and nearest nationwide Profit Sharing 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)$1M
Net Assets (End of Year)$1M
Net Income$31K
Employer EIN231974144
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Joseph R. Pozzuolo Associates, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Joseph R. Pozzuolo Associates, PC Profit Sharing Plan, Total assets ($B): 0.001249588 · Participants: 6Joseph R. Pozzuolo Associates, PC Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Joseph R. Pozzuolo Associates, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Joseph R. Pozzuolo Associates, PC Profit Sharing Plan side-by-side with 3 peers →

Joseph R. Pozzuolo Associates, PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Fisher Metals of Alaska, Inc. Retirement Plan in AK ($1M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (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 Associates, PC Profit Sharing Plan assets move in 2022? ▼
Joseph R. Pozzuolo Associates, PC Profit Sharing Plan edged up modestly - up 2.5% during 2022, from $1M to $1M. Reported net income was $31K.
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 Profit Sharing plans are similar in size to Joseph R. Pozzuolo Associates, PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fisher Metals of Alaska, Inc. Retirement Plan in AK ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Joseph R. Pozzuolo Associates, PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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.