401(k) · DOL Form 5500 · 2022

Generations Tax & Wealth Manag 401(k) Plan

Data updated 2026-08-25

$66K
Total assets Small plan by assets
9
Participants Small participant base
4th
Percentile by assets National rank
$7,384
Avg per participant Low balance/head
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Official DOL plan name: Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust · Sponsored by Generations Tax & Wealth Manag · Florida · Professional & Technical Services

$66K in assets, 9 participants

Generations Tax & Wealth Manag's Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust reported $66K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

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

Generations Tax & Wealth Manag multi-year trail

Generations Tax & Wealth Manag's plans moved +116.8% in assets from 2022 to 2024; this filing shows Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust at $66K / 9 participants.

#849
in Professional & Technical Services (21,562 peers)
+25.8%
assets growth YoY

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$66,456 4th percentile higher than 4% 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

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 854203137 · Generations Tax & Wealth Manag PY 2022 · 401(k)

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust · $66K · 9 · 4th

  • NET $66K
  • BOOK 9
  • VS-ST 4th
  • BOY 401(k)
  • SCH near Rhino31 Inc. 401(k) Plan
  • EBSA ind #849

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 Florida →

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & TrustGenerations Tax & Wealth Man…$66KRhino31 Inc. 401(k) Plan$66KPescado Enterprises, Inc. 401(k) Profit Sharing PlanPescado Enterprises, Inc. 40…$66KGallimor Inc. 401(k) Plan$66KBroken Krayrons Inc 401(k) PlanBroken Krayrons Inc 401(k) P…$66K
End-of-year total assets ($M) among Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Generations Tax & Wealth Manag multi-year asset trail

Sponsor-wide plan assets over time

All Generations Tax & Wealth Manag plans reported in each filing year

Latest sponsor-wide plan assets
$144K 116.83971349464308% vs 2022
2024 filing year
$0.05M$0.1M$0.15M 202220232024 $0.07M $0.14M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 9 $66K
2023 1 10 $125K
2024 1 11 $144K

Generations Tax & Wealth Manag filing trail (2022)

Total Assets (Beginning of Year)$53K
Net Assets (End of Year)$66K
Net Income$14K
Employer EIN854203137
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000066456 · Participants: 9Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rhino31 Inc. 401(k) Plan in OH ($66K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust grew sharply - up 25.8% during 2022, from $53K to $66K. Reported net income was $14K.
How have Generations Tax & Wealth Manag plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generations Tax & Wealth Manag's sponsor-wide assets grew 116.8%, from $66K to $144K.
Where does Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust ranks in the 4th 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 Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rhino31 Inc. 401(k) Plan in OH ($66K, 18 participants).
Which 401(k) plans cover a similar participant headcount to Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 854203137.

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.