401(k) · DOL Form 5500 · 2022
Taxbridge Financial Group Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $494,205
- Avg per participant High balance/head
Official DOL plan name: The Tax Man, Inc. Retirement Plan · Sponsored by Taxbridge Financial Group Inc. · Massachusetts · Finance & Insurance
$2M in assets, 4 participants
Taxbridge Financial Group Inc.'s The Tax Man, Inc. Retirement Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #2,106 in Finance & Insurance (9,261 peers)
2022 asset change
The Tax Man, Inc. Retirement Plan declined sharply 19.7% in 2022 ($2M → $2M) for 4 participants.
- #2,106
- in Finance & Insurance (9,261 peers)
- -19.7%
- assets change YoY
The plan reported a net loss of $486K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Tax Man, Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
The Tax Man, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,976,819 34th percentile higher than 34% 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
The Tax Man, 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. The Tax Man, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 042838709 · Taxbridge Financial Group Inc. PY 2022 · 401(k)
The Tax Man, Inc. Retirement Plan · $2M · 4 · 34th
- TYPE $2M
- TYPE 4
- TYPE 34th
- TYPE 401(k)
- TYPE near Fdnm Fairbanks Daily News-Miner, LLC 401(k) Plan
- TYPE ind #2106
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
The Tax Man, Inc. Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$486K |
| Employer EIN | 042838709 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
The Tax Man, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Fdnm Fairbanks Daily News-Miner, LLC 401(k) Plan in AK ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.