401(k) · DOL Form 5500 · 2023

Dal Poggetto & Company LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
16
Participants Small participant base
44th
Percentile by assets National rank
$301,672
Avg per participant High balance/head
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Official DOL plan name: Dal Poggetto & Company LLP 401(k) Profit Sharing Plan · Sponsored by Dal Poggetto & Company LLP · California · Professional & Technical Services

$5M in assets, 16 participants

Dal Poggetto & Company LLP's Dal Poggetto & Company LLP 401(k) Profit Sharing Plan reported $5M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,416 in Professional & Technical Services (20,321 peers)

Dal Poggetto & Company LLP multi-year trail

Dal Poggetto & Company LLP's plans moved +41.6% in assets from 2022 to 2024; this filing shows Dal Poggetto & Company LLP 401(k) Profit Sharing Plan at $5M / 16 participants.

#8,416
in Professional & Technical Services (20,321 peers)
+24.0%
assets growth YoY

Dal Poggetto & Company LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dal Poggetto & Company LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,826,749 44th percentile higher than 44% 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

Dal Poggetto & Company LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dal Poggetto & Company LLP 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dal Poggetto & Company LLP 401(k) Profit Sharing Plan reported net income rose from -$846K in the plan year 2022 filing to $935K in the plan year 2023 filing.
  • Dal Poggetto & Company LLP 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Dal Poggetto & Company LLP 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680289709 · Dal Poggetto & Company LLP PY 2023 · 401(k)

Dal Poggetto & Company LLP 401(k) Profit Sharing Plan · $5M · 16 · 44th

  • EIN $5M
  • EIN 16
  • EIN 44th
  • EIN 401(k)
  • EIN near 401(k) Profit Sharing Plan for Employees of Blind and Vision Rehabilitation Services of Pittsburgh
  • EIN ind #8416

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 California →

Dal Poggetto & Company LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Dal Poggetto & Company LLP 401(k) Profit Sharing PlanDal Poggetto & Company LLP 4…$5M401(k) Profit Sharing Plan for Employees of Blind and Vision Rehabilitation Services of Pittsburgh401(k) Profit Sharing Plan f…$5MExploring Management LLC 401(k) Profit Sharing Plan & TrustExploring Management LLC 401…$5MSemanchin & Wetter LLP Profit Sharing 401(k) PlanSemanchin & Wetter LLP Profi…$5MD. R. Repass, P. a. 401(k) Profit Sharing Plan and TrustD. R. Repass, P. a. 401(k) P…$5M
End-of-year total assets ($M) among Dal Poggetto & Company LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dal Poggetto & Company LLP multi-year asset trail

Sponsor-wide plan assets over time

All Dal Poggetto & Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.58112679566919% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.89M $5.51M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 16 $5M
2024 1 15 $6M

Dal Poggetto & Company LLP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$935K
Employer EIN680289709
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Dal Poggetto & Company LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dal Poggetto & Company LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.004826749 · Participants: 16Dal Poggetto & Company LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Dal Poggetto & Company LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dal Poggetto & Company LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Dal Poggetto & Company LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Blind and Vision Rehabilitation Services of Pittsburgh in PA ($5M); by covered participants it is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Dal Poggetto & Company LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Dal Poggetto & Company LLP 401(k) Profit Sharing Plan grew sharply - up 24.0% during 2023, from $4M to $5M. Reported net income was $935K.
How have Dal Poggetto & Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dal Poggetto & Company LLP's sponsor-wide assets grew 41.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Dal Poggetto & Company LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Blind and Vision Rehabilitation Services of Pittsburgh in PA ($5M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Dal Poggetto & Company LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants, $1M 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 680289709.

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.