401(k) · DOL Form 5500 · 2024

The Professional Associates, PC Certified Public Accountants 401(k) Plan

Data updated 2026-08-25

$981K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$327,040
Avg per participant High balance/head
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Official DOL plan name: Tpa and Co. 401(k) Plan · Sponsored by The Professional Associates, PC Certified Public Accountants · Connecticut · Professional & Technical Services

$981K in assets, 3 participants

The Professional Associates, PC Certified Public Accountants's Tpa and Co. 401(k) Plan reported $981K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,633 in Professional & Technical Services (20,173 peers)

The Professional Associates, PC Certified Public Accountants multi-year trail

The Professional Associates, PC Certified Public Accountants's plans moved +34.0% in assets from 2022 to 2024; this filing shows Tpa and Co. 401(k) Plan at $981K / 3 participants.

#3,633
in Professional & Technical Services (20,173 peers)
+10.5%
assets growth YoY

Tpa and Co. 401(k) Plan among the smaller filed plans by assets

Tpa and Co. 401(k) Plan vs every filed plan by assets

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

$981,120 23rd percentile higher than 23% 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

Tpa and Co. 401(k) 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. Tpa and Co. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tpa and Co. 401(k) Plan reported net income fell from $156K in the plan year 2023 filing to $93K in the plan year 2024 filing.
  • Tpa and Co. 401(k) Plan end-of-year assets rose from $888K in the plan year 2023 filing to $981K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061091638 · The Professional Associates, PC Certified Public Accountants PY 2024 · 401(k)

Tpa and Co. 401(k) Plan · $981K · 3 · 23rd

  • ASSETS $981K
  • ASSETS 3
  • ASSETS 23rd
  • ASSETS 401(k)
  • ASSETS near Mcgarrity Inc. Retirement Plan
  • ASSETS ind #3633

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 Connecticut →

Tpa and Co. 401(k) Plan in the asset neighbourhood

Tpa and Co. 401(k) Plan$981KMcgarrity Inc. Retirement PlanMcgarrity Inc. Retirement Pl…$981KJames a Blackmore Construction, Inc. 401(k)James a Blackmore Constructi…$981KNelshrig Corporation 401(k) PlanNelshrig Corporation 401(k) …$981KCharleston Healthcare Group 401(k) PlanCharleston Healthcare Group …$981K
End-of-year total assets ($M) among Tpa and Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Professional Associates, PC Certified Public Accountants multi-year asset trail

Sponsor-wide plan assets over time

All The Professional Associates, PC Certified Public Accountants plans reported in each filing year

Latest sponsor-wide plan assets
$981K 33.98830716032792% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.73M $0.98M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 3 $732K
2023 1 3 $888K
2024 1 3 $981K

The Professional Associates, PC Certified Public Accountants filing trail (2024)

Total Assets (Beginning of Year)$888K
Net Assets (End of Year)$981K
Net Income$93K
Employer EIN061091638
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Tpa and Co. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tpa and Co. 401(k) Plan, Total assets ($B): 0.00098112 · Participants: 3Tpa and Co. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Tpa and Co. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Tpa and Co. 401(k) Plan side-by-side with 3 peers →

Tpa and Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mcgarrity Inc. Retirement Plan in PA ($981K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($981K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Tpa and Co. 401(k) Plan assets move in 2024? ▼
Tpa and Co. 401(k) Plan grew at a solid clip - up 10.5% during 2024, from $888K to $981K. Reported net income was $93K.
How have The Professional Associates, PC Certified Public Accountants plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Professional Associates, PC Certified Public Accountants's sponsor-wide assets grew 34.0%, from $732K to $981K.
Where does Tpa and Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tpa and Co. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tpa and Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgarrity Inc. Retirement Plan in PA ($981K, 21 participants).
Which 401(k) plans cover a similar participant headcount to Tpa and Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 061091638.

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.