401(k) · DOL Form 5500 · 2022
Pep Tax Preparation Inc. 401(k) Plan
Data updated 2026-08-25
- $171K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $34,112
- Avg per participant Low balance/head
Official DOL plan name: Pep Tax Preparation Inc. 401(k) Plan · Sponsored by Pep Tax Preparation Inc. · Rhode Island · Professional & Technical Services
$171K in assets, 5 participants
Pep Tax Preparation Inc.'s Pep Tax Preparation Inc. 401(k) Plan reported $171K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,711 in Professional & Technical Services (21,562 peers)
Pep Tax Preparation Inc. multi-year trail
Pep Tax Preparation Inc.'s plans moved +19.5% in assets from 2022 to 2024; this filing shows Pep Tax Preparation Inc. 401(k) Plan at $171K / 5 participants.
- #1,711
- in Professional & Technical Services (21,562 peers)
- +9.5%
- assets growth YoY
Pep Tax Preparation Inc. 401(k) Plan among the smaller filed plans by assets
Pep Tax Preparation Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$170,559 9th percentile higher than 9% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pep Tax Preparation Inc. 401(k) 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. Pep Tax Preparation Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 273946448 · Pep Tax Preparation Inc. PY 2022 · 401(k)
Pep Tax Preparation Inc. 401(k) Plan · $171K · 5 · 9th
- BOOK $171K
- BOOK 5
- BOOK 9th
- BOOK 401(k)
- BOOK near Glc Enterprises Retirement Plan
- BOOK ind #1711
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 Rhode Island →
Pep Tax Preparation Inc. 401(k) Plan in the asset neighbourhood
Pep Tax Preparation Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Pep Tax Preparation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $204K 19.519931519298307% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $171K |
| 2023 | 1 | 3 | $61K |
| 2024 | 1 | 2 | $204K |
Pep Tax Preparation Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $156K |
|---|---|
| Net Assets (End of Year) | $171K |
| Net Income | $15K |
| Employer EIN | 273946448 |
| Plan Effective Date | 2010-11-13 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $24.2B · 273,274
- Textron Savings Plan $5.0B · 25,353
- Cfg Retirement Savings Plan $2.5B · 17,454
- Unfi 401(k) Plan $2.5B · 24,670
- Fm Global 401(k) Savings Plan $1.4B · 3,865
Pep Tax Preparation Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Glc Enterprises Retirement Plan in KS ($171K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171K here).
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.