401(k) · DOL Form 5500 · 2022

Tax Mam Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
47th
Percentile by assets National rank
$826,698
Avg per participant High balance/head
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Official DOL plan name: Tax Mam, Inc. Profit Sharing Plan · Sponsored by Tax Mam Inc. · California · Professional & Technical Services

$4M in assets, 5 participants

Tax Mam Inc.'s Tax Mam, Inc. Profit Sharing Plan reported $4M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,530 in Professional & Technical Services (21,562 peers)

Tax Mam Inc. multi-year trail

Tax Mam Inc.'s plans moved +24.3% in assets from 2022 to 2023; this filing shows Tax Mam, Inc. Profit Sharing Plan at $4M / 5 participants.

#9,530
in Professional & Technical Services (21,562 peers)
+1.2%
assets growth YoY

Tax Mam, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tax Mam, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,133,488 47th percentile higher than 47% 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 Mam, Inc. Profit Sharing 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. Tax Mam, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 942827796 · Tax Mam Inc. PY 2022 · 401(k)

Tax Mam, Inc. Profit Sharing Plan · $4M · 5 · 47th

  • EIN $4M
  • RANK 5
  • PHOTO 47th
  • IND 401(k)
  • EOY near Index Engines 401(k) Plan
  • 5500 ind #9530

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 →

Tax Mam, Inc. Profit Sharing Plan in the asset neighbourhood

Tax Mam, Inc. Profit Sharing PlanTax Mam, Inc. Profit Sharing…$4MIndex Engines 401(k) Plan$4MEpworth Living, Inc. 401(k) Retirement PlanEpworth Living, Inc. 401(k) …$4MAmerican Mortgage Service Company Savings and Retirement Plan and TrustAmerican Mortgage Service Co…$4MSecurity 101 Holdings, LLC Pooled Employer PlanSecurity 101 Holdings, LLC P…$4M
End-of-year total assets ($M) among Tax Mam, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tax Mam Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tax Mam Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.25619718746008% vs 2022
2023 filing year
$4M$4.5M$5M$5.5M 20222023 $4.13M $5.14M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $5M

Tax Mam Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$49K
Employer EIN942827796
Plan Effective Date1983-05-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tax Mam, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tax Mam, Inc. Profit Sharing Plan, Total assets ($B): 0.004133488 · Participants: 5Tax Mam, Inc. Profit Sharing 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 Mam, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Tax Mam, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Index Engines 401(k) Plan in NJ ($4M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Mam, Inc. Profit Sharing Plan assets move in 2022?
Tax Mam, Inc. Profit Sharing Plan edged up modestly - up 1.2% during 2022, from $4M to $4M. Reported net income was $49K.
How have Tax Mam Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Tax Mam Inc.'s sponsor-wide assets grew 24.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Tax Mam, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Index Engines 401(k) Plan in NJ ($4M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Tax Mam, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).