401(k) · DOL Form 5500 · 2022

Canopy Tax, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
123
Participants Small participant base
39th
Percentile by assets National rank
$23,124
Avg per participant Low balance/head
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Official DOL plan name: Canopy Tax 401(k) Plan · Sponsored by Canopy Tax, Inc. · Utah · Professional & Technical Services

$3M in assets, 123 participants

Canopy Tax, Inc.'s Canopy Tax 401(k) Plan reported $3M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,901 in Professional & Technical Services (21,562 peers)

Coverage in Utah

Canopy Tax 401(k) Plan covers 123 participants in Utah, about 21% of the average Utah filer (state average ~592 per filing). Assets: $3M.

#7,901
in Professional & Technical Services (21,562 peers)
+51.5%
assets growth YoY

Canopy Tax 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Canopy Tax 401(k) Plan vs every filed plan by assets

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

$2,844,297 39th percentile higher than 39% 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

Canopy Tax 401(k) 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. Canopy Tax 401(k) Plan sits mid-pack in the medium band (123 participants).

DOL schedule card

Filing strip 465164530 · Canopy Tax, Inc. PY 2022 · 401(k)

Canopy Tax 401(k) Plan · $3M · 123 · 39th

  • RANK $3M
  • RANK 123
  • RANK 39th
  • RANK 401(k)
  • RANK near Behavior Interventions, Inc. 401(k) Plan
  • RANK ind #7901

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 Utah →

Canopy Tax 401(k) Plan in the asset neighbourhood

Canopy Tax 401(k) Plan$3MBehavior Interventions, Inc. 401(k) PlanBehavior Interventions, Inc.…$3MPyxant Labs Inc. Retirement PlanPyxant Labs Inc. Retirement …$3MR.D. Laboratories, Inc. 401(k) Profit Sharing Plan and TrustR.D. Laboratories, Inc. 401(…$3MCaritas Management Corp. 401(k) Profit Sharing Plan & TrustCaritas Management Corp. 401…$3M
End-of-year total assets ($M) among Canopy Tax 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$967K
Employer EIN465164530
Plan Effective Date2018-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Canopy Tax, Inc.)

Sponsor-wide plan assets over time

All Canopy Tax, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 111.72219356839317% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.84M $6.02M ▲ +112.0%
Year Plans Participants Total Assets
2022 1 123 $3M
2023 1 152 $4M
2024 1 150 $6M

Nearby 401(k) Plans in Utah

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

Canopy Tax 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Canopy Tax 401(k) Plan, Total assets ($B): 0.002844297 · Participants: 123Canopy Tax 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Canopy Tax 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Canopy Tax 401(k) Plan side-by-side with 3 peers →

Canopy Tax 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Behavior Interventions, Inc. 401(k) Plan in PA ($3M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Canopy Tax 401(k) Plan assets move in 2022? ▼
Canopy Tax 401(k) Plan surged - up 51.5% during 2022, from $2M to $3M. Reported net income was $967K.
How have Canopy Tax, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Canopy Tax, Inc.'s sponsor-wide assets grew 111.7%, from $3M to $6M.
Which 401(k) plans are similar in size to Canopy Tax 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Behavior Interventions, Inc. 401(k) Plan in PA ($3M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Canopy Tax 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 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 465164530.

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.