401(k) · DOL Form 5500 · 2022

Novogradac & Company LLP 401(k) Plan

Data updated 2026-08-11

$91M
Total assets
646
Participants
92nd
Percentile by assets
$141,173
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$91M
total plan assets (2022 EOY)
646
covered participants
92nd
percentile by assets (of 139,126 plans)
$141,173
avg assets per participant

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.

Where Novogradac & Company LLP 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Novogradac & Company LLP 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Novogradac & Company LLP 401(k) Profit Sharing Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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)

$80M$100M$120M$140M$160M 202220232024 $91.2M $136M ▲ +49.6%
Total plan assets by year, all Novogradac & Company LLP plans on file
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 ($B) Participants Novogradac & Company…, Total assets ($B): 0.091197578 · Participants: 646Novogradac & Company…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
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 S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Novogradac & Company LLP 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Novogradac & Company LLP 401(k) Profit S…

Scale reading

Ways to act on Novogradac & Company LLP 401(k) Profit Sharing Plan's numbers.

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.