401(k) · DOL Form 5500 · 2023
North Georgia Cpa, Inc. 401(k) Plan
Data updated 2026-08-25
- $492K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $245,776
- Avg per participant Above avg balance/head
Official DOL plan name: North Georgia Cpa, Inc. Retirement Plan · Sponsored by North Georgia Cpa, Inc. · Georgia · Professional & Technical Services
$492K in assets, 2 participants
North Georgia Cpa, Inc.'s North Georgia Cpa, Inc. Retirement Plan reported $492K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,713 in Professional & Technical Services (20,321 peers)
North Georgia Cpa, Inc. multi-year trail
North Georgia Cpa, Inc.'s plans moved +43.7% in assets from 2022 to 2024; this filing shows North Georgia Cpa, Inc. Retirement Plan at $492K / 2 participants.
- #2,713
- in Professional & Technical Services (20,321 peers)
- +21.2%
- assets growth YoY
North Georgia Cpa, Inc. Retirement Plan among the smaller filed plans by assets
North Georgia Cpa, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$491,551 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
North Georgia Cpa, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Georgia Cpa, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Georgia Cpa, Inc. Retirement Plan reported net income rose from $65K in the plan year 2022 filing to $86K in the plan year 2023 filing.
- North Georgia Cpa, Inc. Retirement Plan end-of-year assets rose from $406K in the plan year 2022 filing to $492K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 461100428 · North Georgia Cpa, Inc. PY 2023 · 401(k)
North Georgia Cpa, Inc. Retirement Plan · $492K · 2 · 18th
- TYPE $492K
- NET 2
- BOOK 18th
- VS-ST 401(k)
- BOY near Lss Corporation 401(k) Plan
- SCH ind #2713
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 Georgia →
North Georgia Cpa, Inc. Retirement Plan in the asset neighbourhood
North Georgia Cpa, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All North Georgia Cpa, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $583K 43.712238164053446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $406K |
| 2023 | 1 | 2 | $492K |
| 2024 | 1 | 1 | $583K |
North Georgia Cpa, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $406K |
|---|---|
| Net Assets (End of Year) | $492K |
| Net Income | $86K |
| Employer EIN | 461100428 |
| Plan Effective Date | 2012-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
North Georgia Cpa, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Lss Corporation 401(k) Plan in WI ($492K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($492K here).
- Lss Corporation 401(k) Plan (WI) $492K · 2
- Redsky Fire Apparatus LLC 401(k) Profit Sharing Plan (AZ) $492K · 6
- Lendrum Law Firm a.P.C. 401(k) Plan (CA) $492K · 2
- Surry Scheerer Single K Psp (MI) $491K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.