401(k) · DOL Form 5500 · 2023

Fontana Cpas PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
32nd
Percentile by assets National rank
$149,932
Avg per participant Above avg balance/head
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Official DOL plan name: Fontana Cpas PA 401(k) Profit Sharing Plan & Trust · Sponsored by Fontana Cpas PA · Florida · Professional & Technical Services

$2M in assets, 15 participants

Fontana Cpas PA's Fontana Cpas PA 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,692 in Professional & Technical Services (20,321 peers)

Fontana Cpas PA multi-year trail

Fontana Cpas PA's plans moved +181.2% in assets from 2022 to 2024; this filing shows Fontana Cpas PA 401(k) Profit Sharing Plan & Trust at $2M / 15 participants.

#5,692
in Professional & Technical Services (20,321 peers)
+76.8%
assets growth YoY

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,248,983 32nd percentile higher than 32% of 127,068 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 2023

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fontana Cpas PA 401(k) Profit Sharing Plan & Trust is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fontana Cpas PA 401(k) Profit Sharing Plan & Trust reported net income rose from -$536K in the plan year 2022 filing to $977K in the plan year 2023 filing.
  • Fontana Cpas PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fontana Cpas PA 401(k) Profit Sharing Plan & Trust reported participants rose from 14 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593635567 · Fontana Cpas PA PY 2023 · 401(k)

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust · $2M · 15 · 32nd

  • ASSETS $2M
  • PCT 15
  • EIN 32nd
  • RANK 401(k)
  • PHOTO near Potomac Healthcare Solutions, LLC Retirement Savings Plan
  • IND ind #5692

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 Florida →

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fontana Cpas PA 401(k) Profit Sharing Plan & TrustFontana Cpas PA 401(k) Profi…$2MPotomac Healthcare Solutions, LLC Retirement Savings PlanPotomac Healthcare Solutions…$2MSequoia Horticultural Products Inc Profit Sharing PlanSequoia Horticultural Produc…$2MB. Feld & Co., LLC 401(k) Profit Sharing PlanB. Feld & Co., LLC 401(k) Pr…$2MRonald L. Anderson, M.D., P.C. 401(k) PlanRonald L. Anderson, M.D., P.…$2M
End-of-year total assets ($M) among Fontana Cpas PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fontana Cpas PA multi-year asset trail

Sponsor-wide plan assets over time

All Fontana Cpas PA plans reported in each filing year

Latest sponsor-wide plan assets
$4M 181.24073001318135% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.27M $3.58M ▲ +181.9%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 15 $2M
2024 1 13 $4M

Fontana Cpas PA filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$977K
Employer EIN593635567
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fontana Cpas PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002248983 · Participants: 15Fontana Cpas PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Fontana Cpas PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fontana Cpas PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Potomac Healthcare Solutions, LLC Retirement Savings Plan in VA ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fontana Cpas PA 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Fontana Cpas PA 401(k) Profit Sharing Plan & Trust surged - up 76.8% during 2023, from $1M to $2M. Reported net income was $977K.
How have Fontana Cpas PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fontana Cpas PA's sponsor-wide assets grew 181.2%, from $1M to $4M.
Which 401(k) plans are similar in size to Fontana Cpas PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Potomac Healthcare Solutions, LLC Retirement Savings Plan in VA ($2M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Fontana Cpas PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593635567.

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.