Money Purchase · DOL Form 5500 · 2024

Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets: 6
Participants: 36th
Percentile by assets: $589,543
Avg per participant

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.

36th percentile by assets (of 123,622 plans)
#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.

$4M
total plan assets (2024 EOY): 6
covered participants: 36th
percentile by assets (of 123,622 plans): $589,543
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. across 3 plan years on file

Across the 3 plan years Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 17.9%, while reported participants moved from 12 to 12 (+0.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($4M).

Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. multi-year asset trail

Total plan assets by year, all Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. plans on file

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.

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

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

Compare Joseph R. Pozzuolo Assoc., P.C. Money Pu… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan by total assets, not by location.

Ribek Corporation Defined Contribution Pension Plan (FL) $4M · 1
Northeast Radiation Oncology Pension Plan (ME) $4M · 5
Georgiou Consulting, Inc. Money Purchase Plan (NV) $4M · 2
Robert H Clark Inc Money Purchase Pension Plan & T (TX) $4M · 5

Frequently Asked Questions

How did Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan assets move in 2024? ▼

Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan edged up modestly - up 2.5% during 2024, from $3M to $4M. Reported net income was $86K.

How have Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C.'s sponsor-wide assets grew 17.9%, from $4M to $5M.

Which Money Purchase plans are similar in size to Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Ribek Corporation Defined Contribution Pension Plan in FL ($4M, 1 participant).

Next read for Joseph R. Pozzuolo Assoc., P.C. Money Pu…

Multi-year trail

Ways to act on Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan's numbers.

By total assets, Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
Joseph R. Pozzuolo Associates, PC Dba Pozzuolo Rodden Pozzuolo, P.C.'s sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 231974144.