401(k) · DOL Form 5500 · 2023

Garcia Cpa PC 401(k) Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
10
Participants Small participant base
16th
Percentile by assets National rank
$41,465
Avg per participant Low balance/head
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Official DOL plan name: Garcia Cpa PC 401(k) Profit Sharing Plan & Trust · Sponsored by Garcia Cpa PC · Texas · Professional & Technical Services

$415K in assets, 10 participants

Garcia Cpa PC's Garcia Cpa PC 401(k) Profit Sharing Plan & Trust reported $415K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,510 in Professional & Technical Services (20,321 peers)

Garcia Cpa PC multi-year trail

Garcia Cpa PC's plans moved +73.8% in assets from 2022 to 2024; this filing shows Garcia Cpa PC 401(k) Profit Sharing Plan & Trust at $415K / 10 participants.

#2,510
in Professional & Technical Services (20,321 peers)
+39.8%
assets growth YoY

Garcia Cpa PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Garcia Cpa PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$414,653 16th percentile higher than 16% of 127,068 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 2023

Garcia Cpa PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Garcia Cpa PC 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Garcia Cpa PC 401(k) Profit Sharing Plan & Trust reported net income rose from $13K in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • Garcia Cpa PC 401(k) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Garcia Cpa PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $297K in the plan year 2022 filing to $415K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 823147535 · Garcia Cpa PC PY 2023 · 401(k)

Garcia Cpa PC 401(k) Profit Sharing Plan & Trust · $415K · 10 · 16th

  • TYPE $415K
  • NET 10
  • BOOK 16th
  • VS-ST 401(k)
  • BOY near Two Fish Partners, Inc. 401(k) Profit Sharing Plan
  • SCH ind #2510

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 Texas →

Garcia Cpa PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Garcia Cpa PC 401(k) Profit Sharing Plan & TrustGarcia Cpa PC 401(k) Profit …$415KTwo Fish Partners, Inc. 401(k) Profit Sharing PlanTwo Fish Partners, Inc. 401(…$415KPetcetera, Inc. 401(k) Profit Sharing PlanPetcetera, Inc. 401(k) Profi…$415KFergon, Inc. 401(k) Profit Sharing PlanFergon, Inc. 401(k) Profit S…$415KJbsatch, Inc. Profit Sharing PlanJbsatch, Inc. Profit Sharing…$414K
End-of-year total assets ($M) among Garcia Cpa PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Garcia Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Garcia Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$516K 73.79100633446942% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.3M $0.52M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 7 $297K
2023 1 10 $415K
2024 1 7 $516K

Garcia Cpa PC filing trail (2023)

Total Assets (Beginning of Year)$297K
Net Assets (End of Year)$415K
Net Income$118K
Employer EIN823147535
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Garcia Cpa PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Garcia Cpa PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000414653 · Participants: 10Garcia Cpa PC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Garcia Cpa PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Garcia Cpa PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Garcia Cpa PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Two Fish Partners, Inc. 401(k) Profit Sharing Plan in FL ($415K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Garcia Cpa PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Garcia Cpa PC 401(k) Profit Sharing Plan & Trust surged - up 39.8% during 2023, from $297K to $415K. Reported net income was $118K.
How have Garcia Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garcia Cpa PC's sponsor-wide assets grew 73.8%, from $297K to $516K.
Where does Garcia Cpa PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Garcia Cpa PC 401(k) Profit Sharing Plan & Trust ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Garcia Cpa PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Two Fish Partners, Inc. 401(k) Profit Sharing Plan in FL ($415K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Garcia Cpa PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823147535.

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.