401(k) · DOL Form 5500 · 2023
Povol & Company, Cpa, P.C. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $927,762
- Avg per participant High balance/head
Official DOL plan name: Povol & Company, Cpa, P.C. Savings Plan Trust · Sponsored by Povol & Company, Cpa, P.C. · New York · Professional & Technical Services
$3M in assets, 3 participants
Povol & Company, Cpa, P.C.'s Povol & Company, Cpa, P.C. Savings Plan Trust reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,366 in Professional & Technical Services (20,321 peers)
Povol & Company, Cpa, P.C. multi-year trail
Povol & Company, Cpa, P.C.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Povol & Company, Cpa, P.C. Savings Plan Trust at $3M / 3 participants.
- #6,366
- in Professional & Technical Services (20,321 peers)
- +7.3%
- assets growth YoY
Povol & Company, Cpa, P.C. Savings Plan Trust's mid-pack asset rank among Professional & Technical Services and all filers
Povol & Company, Cpa, P.C. Savings Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,783,286 35th percentile higher than 35% 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
Povol & Company, Cpa, P.C. Savings Plan Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Povol & Company, Cpa, P.C. Savings Plan Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Povol & Company, Cpa, P.C. Savings Plan Trust reported net income rose from -$296K in the plan year 2022 filing to $190K in the plan year 2023 filing.
- Povol & Company, Cpa, P.C. Savings Plan Trust reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Povol & Company, Cpa, P.C. Savings Plan Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810777739 · Povol & Company, Cpa, P.C. PY 2023 · 401(k)
Povol & Company, Cpa, P.C. Savings Plan Trust · $3M · 3 · 35th
- RANK $3M
- PHOTO 3
- IND 35th
- EOY 401(k)
- 5500 near Washington Properties, Inc. 401 (K) Profit Sh. Pla
- ASSETS ind #6366
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 New York →
Povol & Company, Cpa, P.C. Savings Plan Trust in the asset neighbourhood
Povol & Company, Cpa, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Povol & Company, Cpa, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 24.384856839725515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $3M |
Povol & Company, Cpa, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $190K |
| Employer EIN | 810777739 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Povol & Company, Cpa, P.C. Savings Plan Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Washington Properties, Inc. 401 (K) Profit Sh. Pla in PA ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.