401(k) · DOL Form 5500 · 2022
Cpa Associates LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $771,581
- Avg per participant High balance/head
Official DOL plan name: Cpa Associates LLC 401(k) Profit Sharing Plan · Sponsored by Cpa Associates LLC · Wyoming · Professional & Technical Services
$2M in assets, 3 participants
Cpa Associates LLC's Cpa Associates LLC 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 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.
- #7,086 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Cpa Associates LLC 401(k) Profit Sharing Plan holds $2M for 3 participants - about $771,581 per participant, in the lower half of filed plans by assets.
- #7,086
- in Professional & Technical Services (21,562 peers)
- -7.7%
- assets change YoY
The plan reported a net loss of $193K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cpa Associates LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Cpa Associates LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,314,744 36th percentile higher than 36% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cpa Associates LLC 401(k) Profit Sharing 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. Cpa Associates LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 204944057 · Cpa Associates LLC PY 2022 · 401(k)
Cpa Associates LLC 401(k) Profit Sharing Plan · $2M · 3 · 36th
- IND $2M
- IND 3
- IND 36th
- IND 401(k)
- IND near Migs 401(k) Plan
- IND ind #7086
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 Wyoming →
Cpa Associates LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$193K |
| Employer EIN | 204944057 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cpa Associates LLC)
Sponsor-wide plan assets over time
All Cpa Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | N/A |
Nearby 401(k) Plans in Wyoming
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Admiral Beverage Corporation 401(k) Plan $141M · 1,268
- Wyoming Machinery Company Profit Sharing 401(k) Plan $120M · 668
- Trihydro Corporation 401(k) Plan $91M · 564
- True Companies Employees 401(k) Savings Plan $52M · 701
- Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust $41M · 522
Cpa Associates LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wyoming, the nearest 401(k) by assets is Migs 401(k) Plan in AZ ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Migs 401(k) Plan (AZ) $2M · 62
- Revere Title Agency, Inc. 401(k) Plan (OH) $2M · 32
- Dry Fly Distilling Inc 401(k) Plan (WA) $2M · 3
- Milo's Hamburgers 401(k) Plan (AL) $2M · 131
Similar participant headcount
Nearest other-state filings by covered participants (3 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.