401(k) · DOL Form 5500 · 2022

Pfa Tax and Accounting Professionals 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
43rd
Percentile by assets National rank
$171,483
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust · Sponsored by Pfa Tax and Accounting Professionals · Illinois · Professional & Technical Services

$3M in assets, 20 participants

Pfa Tax and Accounting Professionals's Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,680 in Professional & Technical Services (21,562 peers)

Pfa Tax and Accounting Professionals multi-year trail

Pfa Tax and Accounting Professionals's plans moved +35.4% in assets from 2022 to 2024; this filing shows Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust at $3M / 20 participants.

#8,680
in Professional & Technical Services (21,562 peers)
-0.0%
assets change YoY

The plan reported a net loss of $303 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,429,657 43rd percentile higher than 43% 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

Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust is a small filing (20 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 453503928 · Pfa Tax and Accounting Professionals PY 2022 · 401(k)

Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust · $3M · 20 · 43rd

  • VS-ST $3M
  • BOY 20
  • SCH 43rd
  • EBSA 401(k)
  • PART near Rose Financial Solutions LLC 401(k) Profit Sharing Plan
  • TYPE ind #8680

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 Illinois →

Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & TrustPfa Tax and Accounting Profe…$3MRose Financial Solutions LLC 401(k) Profit Sharing PlanRose Financial Solutions LLC…$3MCaine & Weiner Company, Inc. 401(k) Profit Sharing PlanCaine & Weiner Company, Inc.…$3MAustin Engineering Co., Inc. 401(k) PlanAustin Engineering Co., Inc.…$3MF.G. Healthcare Properties, LLC 401(k) PlanF.G. Healthcare Properties, …$3M
End-of-year total assets ($M) among Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pfa Tax and Accounting Professionals multi-year asset trail

Sponsor-wide plan assets over time

All Pfa Tax and Accounting Professionals plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.44334025239259% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.43M $4.65M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 21 $4M
2024 1 23 $5M

Pfa Tax and Accounting Professionals filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$303
Employer EIN453503928
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003429657 · Participants: 20Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rose Financial Solutions LLC 401(k) Profit Sharing Plan in MD ($3M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust held essentially flat - down 0.0% during 2022, from $3M to $3M. Reported net income was -$303.
How have Pfa Tax and Accounting Professionals plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfa Tax and Accounting Professionals's sponsor-wide assets grew 35.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rose Financial Solutions LLC 401(k) Profit Sharing Plan in MD ($3M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 453503928.

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.