401(k) · DOL Form 5500 · 2022

Crossways Tax Preparation LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
18
Participants Small participant base
25th
Percentile by assets National rank
$57,960
Avg per participant Low balance/head
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Official DOL plan name: Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Crossways Tax Preparation LLC · New York · Professional & Technical Services

$1M in assets, 18 participants

Crossways Tax Preparation LLC's Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,659 in Professional & Technical Services (21,562 peers)

Crossways Tax Preparation LLC multi-year trail

Crossways Tax Preparation LLC's plans moved +35.9% in assets from 2022 to 2023; this filing shows Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust at $1M / 18 participants.

#4,659
in Professional & Technical Services (21,562 peers)
-10.4%
assets change YoY

The plan reported a net loss of $121K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,043,279 25th percentile higher than 25% 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

Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

Filing strip 273931947 · Crossways Tax Preparation LLC PY 2022 · 401(k)

Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust · $1M · 18 · 25th

  • IND $1M
  • IND 18
  • IND 25th
  • IND 401(k)
  • IND near Perma Group, Inc. 401(k) Profit Sharing Plan
  • IND ind #4659

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 New York →

Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & TrustCrossways Tax Preparation LL…$1MPerma Group, Inc. 401(k) Profit Sharing PlanPerma Group, Inc. 401(k) Pro…$1MSouthwest Precision Ag Inc. 401(k) PlanSouthwest Precision Ag Inc. …$1MMountain Waterworks, Inc. 401(k) PlanMountain Waterworks, Inc. 40…$1MMandarich Law Group LLP$1M
End-of-year total assets ($M) among Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Crossways Tax Preparation LLC multi-year asset trail

Sponsor-wide plan assets over time

All Crossways Tax Preparation LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.93794181613931% vs 2022
2023 filing year
$1M$1.2M$1.4M$1.6M 20222023 $1.04M $1.42M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 18 $1M
2023 1 17 $1M

Crossways Tax Preparation LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$121K
Employer EIN273931947
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001043279 · Participants: 18Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Perma Group, Inc. 401(k) Profit Sharing Plan in OH ($1M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.4% during 2022, from $1M to $1M. Reported net income was -$121K.
How have Crossways Tax Preparation LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Crossways Tax Preparation LLC's sponsor-wide assets grew 35.9%, from $1M to $1M.
Where does Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Perma Group, Inc. 401(k) Profit Sharing Plan in OH ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Crossways Tax Preparation LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 participants, N/A 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 273931947.

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.