401(k) · DOL Form 5500 · 2022

Tr Accountants 401(k) Plan

Data updated 2026-08-25

$553K
Total assets Small plan by assets
188
Participants Below avg headcount
19th
Percentile by assets National rank
$2,939
Avg per participant Low balance/head
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Official DOL plan name: Tax Relief Advocates-401(k) Plan · Sponsored by Tr Accountants · California · Transportation & Warehousing

$553K in assets, 188 participants

Tr Accountants's Tax Relief Advocates-401(k) Plan reported $553K in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #723 in Transportation & Warehousing (3,876 peers)

Coverage in California

Tax Relief Advocates-401(k) Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $553K.

#723
in Transportation & Warehousing (3,876 peers)
+560.4%
assets growth YoY

Tax Relief Advocates-401(k) Plan among the smaller filed plans by assets

Tax Relief Advocates-401(k) Plan vs every filed plan by assets

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

$552,561 19th percentile higher than 19% 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

Tax Relief Advocates-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. Tax Relief Advocates-401(k) Plan sits mid-pack in the medium band (188 participants).

Plan-year Form 5500 strip

Filing strip 824273124 · Tr Accountants PY 2022 · 401(k)

Tax Relief Advocates-401(k) Plan · $553K · 188 · 19th

  • PHOTO $553K
  • PHOTO 188
  • PHOTO 19th
  • PHOTO 401(k)
  • PHOTO near Valentine Cpa Profit Sharing Plan
  • PHOTO ind #723

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 Transportation & Warehousing retirement plans → · Plans in California →

Tax Relief Advocates-401(k) Plan in the asset neighbourhood

Tax Relief Advocates-401(k) PlanTax Relief Advocates-401(k) …$553KValentine Cpa Profit Sharing PlanValentine Cpa Profit Sharing…$553KMixed Bag, Inc. 401(k) Plan$552KClement Automotive Group Retirement Savings PlanClement Automotive Group Ret…$552KSilbase Enterprises, Inc. 401(k) PlanSilbase Enterprises, Inc. 40…$552K
End-of-year total assets ($M) among Tax Relief Advocates-401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$84K
Net Assets (End of Year)$553K
Net Income$469K
Employer EIN824273124
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tr Accountants)

Sponsor-wide plan assets over time

All Tr Accountants plans reported in each filing year

Latest sponsor-wide plan assets
$2M 210.46635575076778% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 20222024 $0.55M $1.72M ▲ +212.7%
Year Plans Participants Total Assets
2022 1 188 $553K
2024 1 245 $2M

Nearby 401(k) Plans in California

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

Tax Relief Advocates-401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tax Relief Advocates-401(k) Plan, Total assets ($B): 0.000552561 · Participants: 188Tax Relief Advocates-401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Tax Relief Advocates-401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tax Relief Advocates-401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Valentine Cpa Profit Sharing Plan in UT ($553K); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($553K here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Tax Relief Advocates-401(k) Plan assets move in 2022? ▼
Tax Relief Advocates-401(k) Plan surged - up 560.4% during 2022, from $84K to $553K. Reported net income was $469K.
How have Tr Accountants plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Tr Accountants's sponsor-wide assets grew 210.5%, from $553K to $2M.
Where does Tax Relief Advocates-401(k) Plan rank by assets among Form 5500 filers? ▼
Tax Relief Advocates-401(k) Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tax Relief Advocates-401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valentine Cpa Profit Sharing Plan in UT ($553K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Tax Relief Advocates-401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 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 824273124.

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.