401(k) · DOL Form 5500 · 2023

Jesse George, III 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 6
Participants Small participant base: 28th
Percentile by assets National rank: $278,422
Avg per participant High balance/head

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Official DOL plan name: George & Co. Cpa PC 401(k) Plan · Sponsored by Jesse George, III · Texas · Professional & Technical Services

$2M in assets, 6 participants

Jesse George, III's George & Co. Cpa PC 401(k) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#4,880 in Professional & Technical Services (20,321 peers)

Jesse George, III multi-year trail

Jesse George, III's plans moved +14.4% in assets from 2022 to 2023; this filing shows George & Co. Cpa PC 401(k) Plan at $2M / 6 participants.

#4,880
in Professional & Technical Services (20,321 peers): +14.4%
assets growth YoY

George & Co. Cpa PC 401(k) Plan among the smaller filed plans by assets

George & Co. Cpa PC 401(k) Plan vs every filed plan by assets

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

$1,670,532 28th percentile higher than 28% 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

George & Co. Cpa PC 401(k) 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. George & Co. Cpa PC 401(k) Plan is a micro filing (6 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%)

George & Co. Cpa PC 401(k) Plan reported net income rose from -$202K in the plan year 2022 filing to $210K in the plan year 2023 filing.
George & Co. Cpa PC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273363364 · Jesse George, III PY 2023 · 401(k)

George & Co. Cpa PC 401(k) Plan · $2M · 6 · 28th

PHOTO $2M
PHOTO 6
PHOTO 28th
PHOTO 401(k)
PHOTO near The Contractors Retirement Plan
PHOTO ind #4880

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 →

End-of-year total assets ($M) among George & Co. Cpa PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jesse George, III multi-year asset trail

Latest sponsor-wide plan assets: $2M 14.357729866271448% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$1M
2023	1	6	$2M

Jesse George, III filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$210K
Employer EIN	273363364
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

George & Co. Cpa PC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare George & Co. Cpa PC 401(k) Plan side-by-side with 3 peers →

George & Co. Cpa PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Contractors Retirement Plan in VA ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

The Contractors Retirement Plan (VA) $2M · 24
Bgasoft 401(k) Plan (FL) $2M · 35
Chung Hsi Hsu 401(k) Plan (CA) $2M · 3
Kjr Ventures, Inc. 401(k) Plan (MI) $2M · 2

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Gears Over Gravity, Inc. 401(k) Plan (CA) 6 · 0 off
Shockco Oil Tools Inc. 401(k) Plan (UT) 6 · 0 off
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust (IL) 6 · 0 off
Br3 Enterprises Inc 401(k) Plan (MO) 6 · 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 George & Co. Cpa PC 401(k) Plan assets move in 2023? ▼

George & Co. Cpa PC 401(k) Plan grew at a solid clip - up 14.4% during 2023, from $1M to $2M. Reported net income was $210K.

How have Jesse George, III plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Jesse George, III's sponsor-wide assets grew 14.4%, from $1M to $2M.

Which 401(k) plans are similar in size to George & Co. Cpa PC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in VA ($2M, 24 participants).

Which 401(k) plans cover a similar participant headcount to George & Co. Cpa PC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 273363364.