Defined Benefit (Pension) · DOL Form 5500 · 2022

Taxgroup Partners, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
49th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Taxgroup Partners, Inc. Defined Benefit Pension Plan · Sponsored by Taxgroup Partners, Inc. · California · Professional & Technical Services

$5M in assets, 2 participants

Taxgroup Partners, Inc.'s Taxgroup Partners, Inc. Defined Benefit Pension Plan reported $5M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,090 in Professional & Technical Services (21,562 peers)

Taxgroup Partners, Inc. multi-year trail

Taxgroup Partners, Inc.'s plans moved +34.2% in assets from 2022 to 2024; this filing shows Taxgroup Partners, Inc. Defined Benefit Pension Plan at $5M / 2 participants.

#10,090
in Professional & Technical Services (21,562 peers)
+5.4%
assets growth YoY

Taxgroup Partners, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Taxgroup Partners, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,654,572 49th percentile higher than 49% 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

Taxgroup Partners, Inc. Defined Benefit Pension 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. Taxgroup Partners, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 203775276 · Taxgroup Partners, Inc. PY 2022 · Defined Benefit (Pension)

Taxgroup Partners, Inc. Defined Benefit Pension Plan · $5M · 2 · 49th

  • PHOTO $5M
  • IND 2
  • EOY 49th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Florida Sugar & Molasses Exchange, Inc. Pension Retirement Plan
  • PCT ind #10090

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 →

Taxgroup Partners, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Eye Care Physicians & Surgeons, Inc. Cash Balance PlanEye Care Physicians & Surgeo…$5MTaxgroup Partners, Inc. Defined Benefit Pension PlanTaxgroup Partners, Inc. Defi…$5MFlorida Sugar & Molasses Exchange, Inc. Pension Retirement PlanFlorida Sugar & Molasses Exc…$5MElanco US Inc. Fort Dodge Local 6 Employees' Pension PlanElanco US Inc. Fort Dodge Lo…$5MCamden Casting Center, Inc. Hourly Pension PlanCamden Casting Center, Inc. …$5M
End-of-year total assets ($M) among Taxgroup Partners, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Taxgroup Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Taxgroup Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.18314293988792% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.65M $6.25M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M
2024 1 2 $6M

Taxgroup Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$239K
Employer EIN203775276
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Taxgroup Partners, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Taxgroup Partners, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.004654572 · Participants: 2Taxgroup Partners, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Taxgroup Partners, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Taxgroup Partners, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Taxgroup Partners, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Florida Sugar & Molasses Exchange, Inc. Pension Retirement Plan in FL ($5M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Taxgroup Partners, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Taxgroup Partners, Inc. Defined Benefit Pension Plan grew at a solid clip - up 5.4% during 2022, from $4M to $5M. Reported net income was $239K.
How have Taxgroup Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taxgroup Partners, Inc.'s sponsor-wide assets grew 34.2%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Taxgroup Partners, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Florida Sugar & Molasses Exchange, Inc. Pension Retirement Plan in FL ($5M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Taxgroup Partners, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 203775276.

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.