401(k) · DOL Form 5500 · 2024

Potesta & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
67
Participants Small participant base
67th
Percentile by assets National rank
$249,142
Avg per participant Above avg balance/head
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Official DOL plan name: Potesta & Associates, Inc. 401(k) Plan · Sponsored by Potesta & Associates, Inc. · West Virginia · Professional & Technical Services

$17M in assets, 67 participants

Potesta & Associates, Inc.'s Potesta & Associates, Inc. 401(k) Plan reported $17M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,261 in Professional & Technical Services (20,173 peers)

Potesta & Associates, Inc. multi-year trail

Potesta & Associates, Inc.'s plans moved +21.9% in assets from 2022 to 2024; this filing shows Potesta & Associates, Inc. 401(k) Plan at $17M / 67 participants.

#13,261
in Professional & Technical Services (20,173 peers)
+3.6%
assets growth YoY

Potesta & Associates, Inc. 401(k) Plan's outsized position by total assets

Potesta & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$16,692,502 Top 33% higher than 67% 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

Potesta & Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Potesta & Associates, Inc. 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Potesta & Associates, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $581K in the plan year 2024 filing.
  • Potesta & Associates, Inc. 401(k) Plan reported participants rose from 64 in the plan year 2023 filing to 67 in the plan year 2024 filing.
  • Potesta & Associates, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311509066 · Potesta & Associates, Inc. PY 2024 · 401(k)

Potesta & Associates, Inc. 401(k) Plan · $17M · 67 · 67th

  • TYPE $17M
  • NET 67
  • BOOK 67th
  • VS-ST 401(k)
  • BOY near Quantitative Software Management, Inc. 401(k) Plan
  • SCH ind #13261

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 West Virginia →

Potesta & Associates, Inc. 401(k) Plan in the asset neighbourhood

Potesta & Associates, Inc. 401(k) PlanPotesta & Associates, Inc. 4…$17MQuantitative Software Management, Inc. 401(k) PlanQuantitative Software Manage…$17MElecnor Hawkeye, LLC 401(k) PlanElecnor Hawkeye, LLC 401(k) …$17MAssembly Health Plan 401(k)$17MDichello Distributors Inc 401(k) Ps PlanDichello Distributors Inc 40…$17M
End-of-year total assets ($M) among Potesta & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Potesta & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Potesta & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.854865525315404% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $16.7M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 60 $14M
2023 1 64 $16M
2024 1 67 $17M

Potesta & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$581K
Employer EIN311509066
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in West Virginia

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

Potesta & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Potesta & Associates, Inc. 401(k) Plan, Total assets ($B): 0.016692502 · Participants: 67Potesta & Associates, Inc. 401(k) PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington & Sutcliffe LLP Retirement PlanVandalia Health System 401(k) Retirement Savings P, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health System 401(k) Retirement Savings PAmerican Public Education Retirement Plan, Total assets ($B): 0.303164024 · Participants: 5717American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255427542 · Participants: 4549West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, Inc. Savings and Stock Investment Plan
Potesta & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Potesta & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Potesta & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Quantitative Software Management, Inc. 401(k) Plan in VA ($17M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); 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 Potesta & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Potesta & Associates, Inc. 401(k) Plan edged up modestly - up 3.6% during 2024, from $16M to $17M. Reported net income was $581K.
How have Potesta & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potesta & Associates, Inc.'s sponsor-wide assets grew 21.9%, from $14M to $17M.
Which 401(k) plans are similar in size to Potesta & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quantitative Software Management, Inc. 401(k) Plan in VA ($17M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Potesta & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants, N/A 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 311509066.

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.