401(k) · DOL Form 5500 · 2023

Generations Tax & Wealth Manag 401(k) Plan

Data updated 2026-08-25

$125K
Total assets Small plan by assets: 10
Participants Small participant base: 8th
Percentile by assets National rank: $12,459
Avg per participant Low balance/head

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Official DOL plan name: Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust · Sponsored by Generations Tax & Wealth Manag · Florida · Professional & Technical Services

$125K in assets, 10 participants

Generations Tax & Wealth Manag's Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust reported $125K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

#1,274 in Professional & Technical Services (20,321 peers)

Generations Tax & Wealth Manag multi-year trail

Generations Tax & Wealth Manag's plans moved +116.8% in assets from 2022 to 2024; this filing shows Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust at $125K / 10 participants.

#1,274
in Professional & Technical Services (20,321 peers): +87.5%
assets growth YoY

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$124,593 8th percentile higher than 8% 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

Generations Tax & Wealth Manag 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. Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust reported net income rose from $14K in the plan year 2022 filing to $58K in the plan year 2023 filing.
Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $66K in the plan year 2022 filing to $125K in the plan year 2023 filing.
Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 854203137 · Generations Tax & Wealth Manag PY 2023 · 401(k)

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust · $125K · 10 · 8th

PCT $125K
EIN 10
RANK 8th
PHOTO 401(k)
IND near Cw Alexander Agency Retirement Plan
EOY ind #1274

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 Florida →

End-of-year total assets ($M) among Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Generations Tax & Wealth Manag multi-year asset trail

Latest sponsor-wide plan assets: $144K 116.83971349464308% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	9	$66K
2023	1	10	$125K
2024	1	11	$144K

Generations Tax & Wealth Manag filing trail (2023)

Total Assets (Beginning of Year)	$66K
Net Assets (End of Year)	$125K
Net Income	$58K
Employer EIN	854203137
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cw Alexander Agency Retirement Plan in MS ($125K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125K here).

Cw Alexander Agency Retirement Plan (MS) $125K · 2
Prestige Restoration and Construction Co. 401(k) Plan (OK) $125K · N/A
Pest Stop, Inc. Safe Harbor 401(k) Plan (TN) $125K · 10
Forehand Enterprises Corporation 401(k) Plan (VA) $125K · 1

Similar participant headcount

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

Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 (MI) 10 · 0 off
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan (NC) 10 · 0 off
Leo Riley & Co. 401(k) Savings Plan & Trust (WY) 10 · 0 off
John Jackson Masonry 401(k) Profit Sharing Plan (CA) 10 · 0 off

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 Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust surged - up 87.5% during 2023, from $66K to $125K. Reported net income was $58K.

How have Generations Tax & Wealth Manag plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Generations Tax & Wealth Manag's sponsor-wide assets grew 116.8%, from $66K to $144K.

Where does Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust ranks in the 8th 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 Generations Tax & Wealth Manag 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Cw Alexander Agency Retirement Plan in MS ($125K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Generations Tax & Wealth Manag 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 854203137.