401(k) · DOL Form 5500 · 2023

Metrotax Co. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
N/A
Participants Small participant base
5th
Percentile by assets National rank
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Official DOL plan name: Metrotax Co. 401(k) Plan · Sponsored by Metrotax Co. · Kentucky · Professional & Technical Services

$68K in assets, N/A participants

Metrotax Co.'s Metrotax Co. 401(k) Plan reported $68K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

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

Metrotax Co. multi-year trail

Metrotax Co.'s plans moved +135.6% in assets from 2023 to 2024; this filing shows Metrotax Co. 401(k) Plan at $68K / N/A participants.

#837
in Professional & Technical Services (20,321 peers)
$68K
reported net income

Metrotax Co. 401(k) Plan among the smaller filed plans by assets

Metrotax Co. 401(k) Plan vs every filed plan by assets

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

$68,215 5th percentile higher than 5% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 922127381 · Metrotax Co. PY 2023 · 401(k)

Metrotax Co. 401(k) Plan · $68K · N/A · 5th

  • BOY $68K
  • BOY N/A
  • BOY 5th
  • BOY 401(k)
  • BOY near Phil 413, Inc. 401(k) Plan
  • BOY ind #837

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 Kentucky →

Metrotax Co. 401(k) Plan in the asset neighbourhood

Metrotax Co. 401(k) Plan$68KPhil 413, Inc. 401(k) Plan$68KHtt 401(k)$68KMetro West Learning Inc 401(k) Profit Sharing Plan & TrustMetro West Learning Inc 401(…$68KMobile Pet Grooming Inc. 401(k) PlanMobile Pet Grooming Inc. 401…$68K
End-of-year total assets ($M) among Metrotax Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Metrotax Co. multi-year asset trail

Sponsor-wide plan assets over time

All Metrotax Co. plans reported in each filing year

Latest sponsor-wide plan assets
$161K 135.58894671259986% vs 2023
2024 filing year
$0.05M$0.1M$0.15M$0.2M 20232024 $0.07M $0.16M ▲ +128.6%
Year Plans Participants Total Assets
2023 1 N/A $68K
2024 1 4 $161K

Metrotax Co. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$68K
Net Income$68K
Employer EIN922127381
Plan Effective Date2023-02-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Metrotax Co. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Metrotax Co. 401(k) Plan, Total assets ($B): 0.000068215 · Participants: 0Metrotax Co. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Metrotax Co. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Metrotax Co. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Kentucky, the nearest 401(k) by end-of-year assets is Phil 413, Inc. 401(k) Plan in IN at $68K (this filing: $68K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

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 have Metrotax Co. plan assets changed over time?
Across 2 plan years on file (2023-2024), Metrotax Co.'s sponsor-wide assets grew 135.6%, from $68K to $161K.
Where does Metrotax Co. 401(k) Plan rank by assets among Form 5500 filers?
Metrotax Co. 401(k) Plan ranks in the 5th 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 Metrotax Co. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Phil 413, Inc. 401(k) Plan in IN ($68K, 19 participants).