Other · DOL Form 5500 · 2023
Neal E Donahue Cpa Inc Retirement Plan
Data updated 2026-08-25
- $134K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $133,637
- Avg per participant Near avg balance/head
Official DOL plan name: Neal E. Donahue Cpa Inc Retirement Plan · Sponsored by Neal E Donahue Cpa Inc · Virginia · Professional & Technical Services
$134K in assets, 1 participants
Neal E Donahue Cpa Inc's Neal E. Donahue Cpa Inc Retirement Plan reported $134K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #1,338 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Neal E. Donahue Cpa Inc Retirement Plan holds $134K for 1 participant - about $133,637 per participant, among the smaller plans by assets on file.
- #1,338
- in Professional & Technical Services (20,321 peers)
- +0.0%
- assets growth YoY
Neal E. Donahue Cpa Inc Retirement Plan among the smaller filed plans by assets
Neal E. Donahue Cpa Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$133,637 8th percentile higher than 8% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Neal E. Donahue Cpa Inc Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neal E. Donahue Cpa Inc Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 471981561 · Neal E Donahue Cpa Inc PY 2023 · Other
Neal E. Donahue Cpa Inc Retirement Plan · $134K · 1 · 8th
- SCH $134K
- EBSA 1
- PART 8th
- TYPE Other
- NET near The Harbor School 403(b) Tda Plan - #358480
- BOOK ind #1338
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 Virginia →
Neal E. Donahue Cpa Inc Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $134K |
|---|---|
| Net Assets (End of Year) | $134K |
| Employer EIN | 471981561 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neal E Donahue Cpa Inc)
Sponsor-wide plan assets over time
All Neal E Donahue Cpa Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $134K 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $134K |
| 2023 | 1 | 1 | $134K |
| 2024 | 1 | 1 | $134K |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Neal E. Donahue Cpa Inc Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is The Harbor School 403(b) Tda Plan - #358480 in WA ($138K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Ap/M 401(k) Plan (IA) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
- Morrow Valley Ranch Investment Plan (MO) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.