401(k) · DOL Form 5500 · 2023

Insogna Cpa PC 401(k) Plan

Data updated 2026-08-25

$457K
Total assets Small plan by assets
11
Participants Small participant base
17th
Percentile by assets National rank
$41,550
Avg per participant Low balance/head
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Official DOL plan name: Insogna Cpa PC 401(k) Profit Sharing Plan & Trust · Sponsored by Insogna Cpa PC · Texas · Other Services

$457K in assets, 11 participants

Insogna Cpa PC's Insogna Cpa PC 401(k) Profit Sharing Plan & Trust reported $457K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,909 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Insogna Cpa PC 401(k) Profit Sharing Plan & Trust ranks #2,909 of 7,857 2023 filers by assets (4391% of the sector average)-$457K for 11 participants.

#2,909
in Other Services (7,857 peers)
+41.6%
assets growth YoY

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$457,051 17th percentile higher than 17% 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

Insogna Cpa PC 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. Insogna Cpa PC 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insogna Cpa PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$22K in the plan year 2022 filing to $134K in the plan year 2023 filing.
  • Insogna Cpa PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $323K in the plan year 2022 filing to $457K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271345499 · Insogna Cpa PC PY 2023 · 401(k)

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust · $457K · 11 · 17th

  • ASSETS $457K
  • PCT 11
  • EIN 17th
  • RANK 401(k)
  • PHOTO near Moores Creek Ranch Inc 401(k) Plan
  • IND ind #2909

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 Other Services retirement plans → · Plans in Texas →

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Insogna Cpa PC 401(k) Profit Sharing Plan & TrustInsogna Cpa PC 401(k) Profit…$457KMoores Creek Ranch Inc 401(k) PlanMoores Creek Ranch Inc 401(k…$457KManhattan Home Care, Ltd 401(k) PlanManhattan Home Care, Ltd 401…$457KCrastinum, Inc. 401(k) Plan$457KThe Contractors Retirement PlanThe Contractors Retirement P…$457K
End-of-year total assets ($M) among Insogna Cpa PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$323K
Net Assets (End of Year)$457K
Net Income$134K
Employer EIN271345499
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insogna Cpa PC)

Sponsor-wide plan assets over time

All Insogna Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$457K 41.610586456474316% vs 2022
2023 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 20222023 $0.32M $0.46M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 11 $323K
2023 1 11 $457K

Nearby 401(k) Plans in Texas

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

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Insogna Cpa PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000457051 · Participants: 11Insogna Cpa PC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Insogna Cpa PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Insogna Cpa PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Insogna Cpa PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Moores Creek Ranch Inc 401(k) Plan in AR ($457K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($457K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Insogna Cpa PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Insogna Cpa PC 401(k) Profit Sharing Plan & Trust surged - up 41.6% during 2023, from $323K to $457K. Reported net income was $134K.
How have Insogna Cpa PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Insogna Cpa PC's sponsor-wide assets grew 41.6%, from $323K to $457K.
Where does Insogna Cpa PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Insogna Cpa PC 401(k) Profit Sharing Plan & Trust ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Insogna Cpa PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Moores Creek Ranch Inc 401(k) Plan in AR ($457K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Insogna Cpa PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 271345499.

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.