401(k) · DOL Form 5500 · 2024

Stephen Pezzullo Cpa PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan · Sponsored by Stephen Pezzullo Cpa PC · California · Professional & Technical Services

$3M in assets, 1 participants

Stephen Pezzullo Cpa PC's Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan reported $3M in total assets and 1 participant in its 2024 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.

  • #5,677 in Professional & Technical Services (20,173 peers)

Stephen Pezzullo Cpa PC multi-year trail

Stephen Pezzullo Cpa PC's plans moved +12.1% in assets from 2022 to 2024; this filing shows Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan at $3M / 1 participant.

#5,677
in Professional & Technical Services (20,173 peers)
+7.2%
assets growth YoY

Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,505,698 32nd percentile higher than 32% of 123,620 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 2024

Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan reported net income rose from $104K in the plan year 2023 filing to $166K in the plan year 2024 filing.
  • Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 680203476 · Stephen Pezzullo Cpa PC PY 2024 · 401(k)

Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan · $3M · 1 · 32nd

  • VS-ST $3M
  • VS-ST 1
  • VS-ST 32nd
  • VS-ST 401(k)
  • VS-ST near Matchpoint Therapeutics, Inc. 401(k) Plan
  • VS-ST ind #5677

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 →

Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan in the asset neighbourhood

Stephen Pezzullo Cpa PC 401(k) Profit Sharing PlanStephen Pezzullo Cpa PC 401(…$3MMatchpoint Therapeutics, Inc. 401(k) PlanMatchpoint Therapeutics, Inc…$3MWinters & King, Inc. 401(k) Profit Sharing PlanWinters & King, Inc. 401(k) …$3MUrgent Care for Kids 401(k) PlanUrgent Care for Kids 401(k) …$3MR.N. Industries Trucking, Inc. Profit Sharing PlanR.N. Industries Trucking, In…$3M
End-of-year total assets ($M) among Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stephen Pezzullo Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Stephen Pezzullo Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.133742541043837% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.23M $2.51M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Stephen Pezzullo Cpa PC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$166K
Employer EIN680203476
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan, Total assets ($B): 0.002505698 · Participants: 1Stephen Pezzullo Cpa PC 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stephen Pezzullo Cpa PC 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 Matchpoint Therapeutics, Inc. 401(k) Plan in MA ($3M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan assets move in 2024? ▼
Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan grew at a solid clip - up 7.2% during 2024, from $2M to $3M. Reported net income was $166K.
How have Stephen Pezzullo Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen Pezzullo Cpa PC's sponsor-wide assets grew 12.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matchpoint Therapeutics, Inc. 401(k) Plan in MA ($3M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680203476.

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.