401(k) · DOL Form 5500 · 2024
Pennsylvania Institute of Cpas 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $274,802
- Avg per participant High balance/head
Official DOL plan name: The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation · Sponsored by Pennsylvania Institute of Cpas · Pennsylvania · Educational Services
$16M in assets, 59 participants
Pennsylvania Institute of Cpas's The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation reported $16M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #1,770 in Educational Services (3,638 peers)
Pennsylvania Institute of Cpas multi-year trail
Pennsylvania Institute of Cpas's plans moved +28.3% in assets from 2022 to 2024; this filing shows The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation at $16M / 59 participants.
- #1,770
- in Educational Services (3,638 peers)
- +13.7%
- assets growth YoY
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation's mid-pack asset rank among Educational Services and all filers
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,213,331 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation is a small filing (59 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 230959052 · Pennsylvania Institute of Cpas PY 2024 · 401(k)
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation · $16M · 59 · 66th
- EBSA $16M
- EBSA 59
- EBSA 66th
- EBSA 401(k)
- EBSA near Springhill Medical Services Inc. 401(k) Savings Plan
- EBSA ind #1770
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 Educational Services retirement plans → · Plans in Pennsylvania →
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation in the asset neighbourhood
Pennsylvania Institute of Cpas multi-year asset trail
Sponsor-wide plan assets over time
All Pennsylvania Institute of Cpas plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 28.2589228432286% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $13M |
| 2023 | 1 | 59 | $14M |
| 2024 | 1 | 59 | $16M |
Pennsylvania Institute of Cpas filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 230959052 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
The Deferred Salary Profit-Sharing Thrift Plan for Employees of Pennsylvania Institute of Certified Public Accountants and Picpa Foundation's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Springhill Medical Services Inc. 401(k) Savings Plan in LA ($16M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Springhill Medical Services Inc. 401(k) Savings Plan (LA) $16M · 192
- Alpha 401(k) Plan (FL) $16M · 231
- Resolve Marine Group 401(k) Plan (FL) $16M · 227
- Electrosonic Inc. 401(k) Retirement Plan (FL) $16M · 206
Similar participant headcount
Nearest other-state filings by covered participants (59 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.