Money Purchase · DOL Form 5500 · 2024
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $589,543
- Avg per participant High balance/head
Official DOL plan name: Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan · Sponsored by Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. · Pennsylvania · Professional & Technical Services
$4M in assets, 6 participants
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C.'s Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,688 in Professional & Technical Services (20,173 peers)
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. multi-year trail
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan at $4M / 6 participants.
- #6,688
- in Professional & Technical Services (20,173 peers)
- +2.5%
- assets growth YoY
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,537,257 36th percentile higher than 36% 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
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension 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. Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan reported net income fell from $503K in the plan year 2023 filing to $86K in the plan year 2024 filing.
- Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231974144 · Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. PY 2024 · Money Purchase
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan · $4M · 6 · 36th
- PHOTO $4M
- IND 6
- EOY 36th
- 5500 Money Purchase
- ASSETS near Ribek Corporation Defined Contribution Pension Plan
- PCT ind #6688
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 Pennsylvania →
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan in the asset neighbourhood
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 17.89535518578971% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $4M |
| 2023 | 2 | 12 | $5M |
| 2024 | 2 | 12 | $5M |
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $86K |
| Employer EIN | 231974144 |
| Plan Effective Date | 1977-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Ribek Corporation Defined Contribution Pension Plan in FL ($4M); by covered participants it is Nirupama P Patel in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Nirupama P Patel (TX) 6 · 0 off
- Nirupama P Patel (TX) 6 · 0 off
- Local 1109 Severance Fund (NY) 6 · 0 off
- Instituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement Plan (PR) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.