401(k) · DOL Form 5500 · 2022

Novogradac & Company LLP 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
646
Participants Below avg headcount
92nd
Percentile by assets National rank
$141,173
Avg per participant Near avg balance/head
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Official DOL plan name: Novogradac & Company LLP 401(k) Profit Sharing Plan · Sponsored by Novogradac & Company LLP · California · Professional & Technical Services

$91M in assets, 646 participants

Novogradac & Company LLP's Novogradac & Company LLP 401(k) Profit Sharing Plan reported $91M in total assets and 646 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,126 in Professional & Technical Services (21,562 peers)

Where Novogradac & Company LLP 401(k) Profit Sharing Plan sits by assets

Novogradac & Company LLP 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $91M for 646 participants (~$141,173/participant), down 11.5% in 2022.

#20,126
in Professional & Technical Services (21,562 peers)
-11.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Novogradac & Company LLP 401(k) Profit Sharing Plan's outsized position by total assets

Novogradac & Company LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$91,197,578 Top 8% higher than 92% 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

Novogradac & Company LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Novogradac & Company LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (646 participants).

Plan-year Form 5500 strip

Filing strip 943108253 · Novogradac & Company LLP PY 2022 · 401(k)

Novogradac & Company LLP 401(k) Profit Sharing Plan · $91M · 646 · 92nd

  • EIN $91M
  • EIN 646
  • EIN 92nd
  • EIN 401(k)
  • EIN near America First Credit Union 401(k) Plan and Trust
  • EIN ind #20126

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 California →

Novogradac & Company LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Guardian Pharmacy, LLC 401(k) PlanGuardian Pharmacy, LLC 401(k…$91MBerkeley College Retirement PlanBerkeley College Retirement …$91MNovogradac & Company LLP 401(k) Profit Sharing PlanNovogradac & Company LLP 401…$91MAmerica First Credit Union 401(k) Plan and TrustAmerica First Credit Union 4…$91MBeacon Mutual Insurance Company 401(k) PlanBeacon Mutual Insurance Comp…$91M
End-of-year total assets ($M) among Novogradac & Company LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$91M
Net Income-$12M
Employer EIN943108253
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novogradac & Company LLP)

Sponsor-wide plan assets over time

All Novogradac & Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$136M 49.627062464312374% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $91.2M $136M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 646 $91M
2023 1 740 $112M
2024 1 770 $136M

Nearby 401(k) Plans in California

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

Novogradac & Company LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Novogradac & Company LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.091197578 · Participants: 646Novogradac & Company LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Novogradac & Company LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Novogradac & Company LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Novogradac & Company LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is America First Credit Union 401(k) Plan and Trust in UT ($91M); by covered participants it is USA Compression 401(k) Plan in TX (646 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (646 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 Novogradac & Company LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Novogradac & Company LLP 401(k) Profit Sharing Plan pulled back noticeably - down 11.5% during 2022, from $103M to $91M. Reported net income was -$12M.
How have Novogradac & Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Novogradac & Company LLP's sponsor-wide assets grew 49.6%, from $91M to $136M.
Where does Novogradac & Company LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Novogradac & Company LLP 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Novogradac & Company LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is America First Credit Union 401(k) Plan and Trust in UT ($91M, 2,343 participants).
Which 401(k) plans cover a similar participant headcount to Novogradac & Company LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Compression 401(k) Plan in TX (646 participants, $48M 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 943108253.

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.