Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
JOSEPH L MESSA JR & ASSOCIATES
EIN 23-3067703Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$19.1M assets
Welfare
0
Participants
174
123 S 22ND ST - PHILADELPHIA, PA 191034335215-568-3500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.1M assets / 174 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOSEPH L MESSA JR & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$14.9M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH L. MESSA JR. & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$4.2M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH L MESSA JR & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $14.9M | 101 | 2025 | |
| 002 | JOSEPH L. MESSA JR. & ASSOCIATES CASH BALANCE PLAN | CashBalance | $4.2M | 73 | 2024 |
Retirement plans