401(k) · DOL Form 5500 · 2023

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
278
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,381
Avg per participant Low balance/head
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Official DOL plan name: T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan · Sponsored by T.W. Ponessa & Associates Counseling Services, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 278 participants

T.W. Ponessa & Associates Counseling Services, Inc.'s T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan reported $2M in total assets and 278 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.

  • #5,614 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan covers 278 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#5,614
in Healthcare & Social Assistance (17,684 peers)
+66.6%
assets growth YoY

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan among the smaller filed plans by assets

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan vs every filed plan by assets

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

$2,329,931 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

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan reported net income rose from $421K in the plan year 2022 filing to $931K in the plan year 2023 filing.
  • T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan reported participants fell from 316 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232828922 · T.W. Ponessa & Associates Counseling Services, Inc. PY 2023 · 401(k)

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan · $2M · 278 · 32nd

  • BOOK $2M
  • VS-ST 278
  • BOY 32nd
  • SCH 401(k)
  • EBSA near Marino & Simonetti 401(k) Plan and Trust
  • PART ind #5614

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in the asset neighbourhood

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) PlanT.W. Ponessa & Associates Co…$2MMarino & Simonetti 401(k) Plan and TrustMarino & Simonetti 401(k) Pl…$2MSweet Suites Corporation 401(k) Profit Sharing PlanSweet Suites Corporation 401…$2MMorse Bolduc Nardulli & Buntin, LLC 401(k) PlanMorse Bolduc Nardulli & Bunt…$2MFibrix LLC 401(k) Plan$2M
End-of-year total assets ($M) among T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$931K
Employer EIN232828922
Plan Effective Date2020-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T.W. Ponessa & Associates Counseling Services, Inc.)

Sponsor-wide plan assets over time

All T.W. Ponessa & Associates Counseling Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 130.23139912022285% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.4M $3.22M ▲ +130.0%
Year Plans Participants Total Assets
2022 1 316 $1M
2023 1 278 $2M
2024 1 280 $3M

Nearby 401(k) Plans in Pennsylvania

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

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan, Total assets ($B): 0.002329931 · Participants: 278T.W. Ponessa & Associates Counseling Services, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan side-by-side with 3 peers →

T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Marino & Simonetti 401(k) Plan and Trust in IL ($2M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan assets move in 2023? ▼
T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan surged - up 66.6% during 2023, from $1M to $2M. Reported net income was $931K.
How have T.W. Ponessa & Associates Counseling Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.W. Ponessa & Associates Counseling Services, Inc.'s sponsor-wide assets grew 130.2%, from $1M to $3M.
Which 401(k) plans are similar in size to T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marino & Simonetti 401(k) Plan and Trust in IL ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants, N/A 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 232828922.

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.