401(k) · DOL Form 5500 · 2022

North Georgia Cpa, Inc. 401(k) Plan

Data updated 2026-08-25

$406K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$202,751
Avg per participant Above avg balance/head
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Official DOL plan name: North Georgia Cpa, Inc. Retirement Plan · Sponsored by North Georgia Cpa, Inc. · Georgia · Professional & Technical Services

$406K in assets, 2 participants

North Georgia Cpa, Inc.'s North Georgia Cpa, Inc. Retirement Plan reported $406K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,810 in Professional & Technical Services (21,562 peers)

North Georgia Cpa, Inc. multi-year trail

North Georgia Cpa, Inc.'s plans moved +43.7% in assets from 2022 to 2024; this filing shows North Georgia Cpa, Inc. Retirement Plan at $406K / 2 participants.

#2,810
in Professional & Technical Services (21,562 peers)
+19.2%
assets growth YoY

North Georgia Cpa, Inc. Retirement Plan among the smaller filed plans by assets

North Georgia Cpa, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$405,502 16th percentile higher than 16% of 139,123 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 2022

North Georgia Cpa, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Georgia Cpa, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 461100428 · North Georgia Cpa, Inc. PY 2022 · 401(k)

North Georgia Cpa, Inc. Retirement Plan · $406K · 2 · 16th

  • BOY $406K
  • BOY 2
  • BOY 16th
  • BOY 401(k)
  • BOY near B.E. Blank & Co LP 401(k) Plan
  • BOY ind #2810

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 Georgia →

North Georgia Cpa, Inc. Retirement Plan in the asset neighbourhood

North Georgia Cpa, Inc. Retirement PlanNorth Georgia Cpa, Inc. Reti…$406KB.E. Blank & Co LP 401(k) PlanB.E. Blank & Co LP 401(k) Pl…$405KPenguin Freight Inc. Retirement PlanPenguin Freight Inc. Retirem…$405KAll-State Sales & Admin Servic 401(k) Profit Sharing Plan & TrustAll-State Sales & Admin Serv…$406KAustin & Austin, Inc. 401(k) PlanAustin & Austin, Inc. 401(k)…$405K
End-of-year total assets ($M) among North Georgia Cpa, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Georgia Cpa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All North Georgia Cpa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$583K 43.712238164053446% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.41M $0.58M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 2 $406K
2023 1 2 $492K
2024 1 1 $583K

North Georgia Cpa, Inc. filing trail (2022)

Total Assets (Beginning of Year)$340K
Net Assets (End of Year)$406K
Net Income$65K
Employer EIN461100428
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

North Georgia Cpa, Inc. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants North Georgia Cpa, Inc. Retirement Plan, Total assets ($B): 0.000405502 · Participants: 2North Georgia Cpa, Inc. Retirement PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
North Georgia Cpa, Inc. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

North Georgia Cpa, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is B.E. Blank & Co LP 401(k) Plan in FL ($405K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Georgia Cpa, Inc. Retirement Plan assets move in 2022?
North Georgia Cpa, Inc. Retirement Plan grew sharply - up 19.2% during 2022, from $340K to $406K. Reported net income was $65K.
How have North Georgia Cpa, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), North Georgia Cpa, Inc.'s sponsor-wide assets grew 43.7%, from $406K to $583K.
Where does North Georgia Cpa, Inc. Retirement Plan rank by assets among Form 5500 filers?
North Georgia Cpa, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to North Georgia Cpa, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is B.E. Blank & Co LP 401(k) Plan in FL ($405K, 9 participants).
Which 401(k) plans cover a similar participant headcount to North Georgia Cpa, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).