401(k) · DOL Form 5500 · 2024

Fontana Cpas PA 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
37th
Percentile by assets National rank
$275,238
Avg per participant High balance/head
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Official DOL plan name: Fontana Cpas PA 401(k) Profit Sharing Plan & Trust · Sponsored by Fontana Cpas PA · Florida · Professional & Technical Services

$4M in assets, 13 participants

Fontana Cpas PA's Fontana Cpas PA 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,729 in Professional & Technical Services (20,173 peers)

Fontana Cpas PA multi-year trail

Fontana Cpas PA's plans moved +181.2% in assets from 2022 to 2024; this filing shows Fontana Cpas PA 401(k) Profit Sharing Plan & Trust at $4M / 13 participants.

#6,729
in Professional & Technical Services (20,173 peers)
+59.1%
assets growth YoY

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,578,088 37th percentile higher than 37% 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

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fontana Cpas PA 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fontana Cpas PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fontana Cpas PA 401(k) Profit Sharing Plan & Trust reported net income rose from $977K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fontana Cpas PA 401(k) Profit Sharing Plan & Trust reported participants fell from 15 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593635567 · Fontana Cpas PA PY 2024 · 401(k)

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust · $4M · 13 · 37th

  • TYPE $4M
  • NET 13
  • BOOK 37th
  • VS-ST 401(k)
  • BOY near Cypress Pointe Surgical Hospital 401(k) Plan
  • SCH ind #6729

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 Florida →

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fontana Cpas PA 401(k) Profit Sharing Plan & TrustFontana Cpas PA 401(k) Profi…$4MCypress Pointe Surgical Hospital 401(k) PlanCypress Pointe Surgical Hosp…$4MInda, Association of the Nonwoven Fabrics Industry 401(k) PlanInda, Association of the Non…$4MJerome Home 401(k) Plan$4MCliff Price and Company, Inc. 401(k) Plan and TrustCliff Price and Company, Inc…$4M
End-of-year total assets ($M) among Fontana Cpas PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fontana Cpas PA multi-year asset trail

Sponsor-wide plan assets over time

All Fontana Cpas PA plans reported in each filing year

Latest sponsor-wide plan assets
$4M 181.24073001318135% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.27M $3.58M ▲ +181.9%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 15 $2M
2024 1 13 $4M

Fontana Cpas PA filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN593635567
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fontana Cpas PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003578088 · Participants: 13Fontana Cpas PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Fontana Cpas PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fontana Cpas PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fontana Cpas PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cypress Pointe Surgical Hospital 401(k) Plan in LA ($4M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Fontana Cpas PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Fontana Cpas PA 401(k) Profit Sharing Plan & Trust surged - up 59.1% during 2024, from $2M to $4M. Reported net income was $1M.
How have Fontana Cpas PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fontana Cpas PA's sponsor-wide assets grew 181.2%, from $1M to $4M.
Which 401(k) plans are similar in size to Fontana Cpas PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cypress Pointe Surgical Hospital 401(k) Plan in LA ($4M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Fontana Cpas PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 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 593635567.

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.