401(k) · DOL Form 5500 · 2022

Ballast Advisory and Tax Services, Inc 401(k) Plan

Data updated 2026-08-25

$117K
Total assets Small plan by assets
3
Participants Small participant base
7th
Percentile by assets National rank
$38,854
Avg per participant Low balance/head
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Official DOL plan name: Ballast Advisory and Tax Services, Inc 401(k) Plan · Sponsored by Ballast Advisory and Tax Services, Inc · California · Professional & Technical Services

$117K in assets, 3 participants

Ballast Advisory and Tax Services, Inc's Ballast Advisory and Tax Services, Inc 401(k) Plan reported $117K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,310 in Professional & Technical Services (21,562 peers)

2022 asset change

Ballast Advisory and Tax Services, Inc 401(k) Plan contracted severely 35.4% in 2022 ($180K → $117K) for 3 participants.

#1,310
in Professional & Technical Services (21,562 peers)
-35.4%
assets change YoY

The plan reported a net loss of $64K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ballast Advisory and Tax Services, Inc 401(k) Plan among the smaller filed plans by assets

Ballast Advisory and Tax Services, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$116,561 7th percentile higher than 7% of 139,123 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 2022

Ballast Advisory and Tax Services, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballast Advisory and Tax Services, Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 832624244 · Ballast Advisory and Tax Services, Inc PY 2022 · 401(k)

Ballast Advisory and Tax Services, Inc 401(k) Plan · $117K · 3 · 7th

  • SCH $117K
  • SCH 3
  • SCH 7th
  • SCH 401(k)
  • SCH near Hughes Industrial, Inc. 401(k) Plan
  • SCH ind #1310

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 California →

Ballast Advisory and Tax Services, Inc 401(k) Plan in the asset neighbourhood

Ballast Advisory and Tax Services, Inc 401(k) PlanBallast Advisory and Tax Ser…$117KHughes Industrial, Inc. 401(k) PlanHughes Industrial, Inc. 401(…$117KFoltyn Five, Inc. 401(k) Plan$117KJrvserve Inc. 401(k) Plan$117K401(k) Employee Savings Plan of Whiting Petroleum Corporation401(k) Employee Savings Plan…$117K
End-of-year total assets ($M) among Ballast Advisory and Tax Services, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ballast Advisory and Tax Services, Inc years around the 2022 move

Sponsor-wide plan assets over time

All Ballast Advisory and Tax Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$124K 6.510754025789072% vs 2022
2023 filing year
$0.12M 20222023 $0.12M $0.12M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $117K
2023 1 1 $124K

2022 asset-move particulars

Total Assets (Beginning of Year)$180K
Net Assets (End of Year)$117K
Net Income-$64K
Employer EIN832624244
Plan Effective Date2018-11-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ballast Advisory and Tax Services, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ballast Advisory and Tax Services, Inc 401(k) Plan, Total assets ($B): 0.000116561 · Participants: 3Ballast Advisory and Tax Services, Inc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Ballast Advisory and Tax Services, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ballast Advisory and Tax Services, Inc 401(k) Plan side-by-side with 3 peers →

Ballast Advisory and Tax Services, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hughes Industrial, Inc. 401(k) Plan in AZ ($117K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($117K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ballast Advisory and Tax Services, Inc 401(k) Plan assets move in 2022? ▼
Ballast Advisory and Tax Services, Inc 401(k) Plan contracted severely - down 35.4% during 2022, from $180K to $117K. Reported net income was -$64K.
How have Ballast Advisory and Tax Services, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ballast Advisory and Tax Services, Inc's sponsor-wide assets grew 6.5%, from $117K to $124K.
Where does Ballast Advisory and Tax Services, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Ballast Advisory and Tax Services, Inc 401(k) Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ballast Advisory and Tax Services, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hughes Industrial, Inc. 401(k) Plan in AZ ($117K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Ballast Advisory and Tax Services, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832624244.

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.