401(k) · DOL Form 5500 · 2022
Varsity Tax, Inc. 401(k) Plan
Data updated 2026-08-25
- $438K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $54,774
- Avg per participant Low balance/head
Official DOL plan name: Varsity Tax, Inc. 401(k) Plan · Sponsored by Varsity Tax, Inc. · North Carolina · Professional & Technical Services
$438K in assets, 8 participants
Varsity Tax, Inc.'s Varsity Tax, Inc. 401(k) Plan reported $438K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.
- #2,929 in Professional & Technical Services (21,562 peers)
Varsity Tax, Inc. multi-year trail
Varsity Tax, Inc.'s plans moved +87.4% in assets from 2022 to 2024; this filing shows Varsity Tax, Inc. 401(k) Plan at $438K / 8 participants.
- #2,929
- in Professional & Technical Services (21,562 peers)
- +4.2%
- assets growth YoY
Varsity Tax, Inc. 401(k) Plan among the smaller filed plans by assets
Varsity Tax, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$438,192 17th percentile higher than 17% 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
Varsity Tax, Inc. 401(k) 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. Varsity Tax, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 842240717 · Varsity Tax, Inc. PY 2022 · 401(k)
Varsity Tax, Inc. 401(k) Plan · $438K · 8 · 17th
- EIN $438K
- RANK 8
- PHOTO 17th
- IND 401(k)
- EOY near Am Innovations Corp. 401(k) Plan
- 5500 ind #2929
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 North Carolina →
Varsity Tax, Inc. 401(k) Plan in the asset neighbourhood
Varsity Tax, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Varsity Tax, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $821K 87.43085222915981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $438K |
| 2023 | 1 | N/A | $319K |
| 2024 | 1 | 9 | $821K |
Varsity Tax, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $420K |
|---|---|
| Net Assets (End of Year) | $438K |
| Net Income | $18K |
| Employer EIN | 842240717 |
| Plan Effective Date | 2019-06-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Varsity Tax, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Am Innovations Corp. 401(k) Plan in TX ($438K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($438K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.