401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$124K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$124,150
Avg per participant Near avg 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

$124K in assets, 1 participants

Ballast Advisory and Tax Services, Inc's Ballast Advisory and Tax Services, Inc 401(k) Plan reported $124K in total assets and 1 participant 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.

  • #1,272 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Ballast Advisory and Tax Services, Inc 401(k) Plan holds $124K for 1 participant - about $124,150 per participant, among the smaller plans by assets on file.

#1,272
in Professional & Technical Services (20,321 peers)
+6.5%
assets growth YoY

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 2023 · DOL Form 5500

$124,150 8th percentile higher than 8% 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

Ballast Advisory and Tax Services, Inc 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. Ballast Advisory and Tax Services, Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ballast Advisory and Tax Services, Inc 401(k) Plan reported net income rose from -$64K in the plan year 2022 filing to $8K in the plan year 2023 filing.
  • Ballast Advisory and Tax Services, Inc 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Ballast Advisory and Tax Services, Inc 401(k) Plan end-of-year assets rose from $117K in the plan year 2022 filing to $124K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832624244 · Ballast Advisory and Tax Services, Inc PY 2023 · 401(k)

Ballast Advisory and Tax Services, Inc 401(k) Plan · $124K · 1 · 8th

  • RANK $124K
  • PHOTO 1
  • IND 8th
  • EOY 401(k)
  • 5500 near Patterson and Sons Inc. 401(k) Plan
  • ASSETS ind #1272

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…$124KPatterson and Sons Inc. 401(k) PlanPatterson and Sons Inc. 401(…$124KCone Internet Consulting Corporation 401(k) Profit Sharing PlanCone Internet Consulting Cor…$124KImperial Development Corporation 401(k) PlanImperial Development Corpora…$124KA Teamer Enterprises, Inc. 401(k) PlanA Teamer Enterprises, Inc. 4…$124K
End-of-year total assets ($M) among Ballast Advisory and Tax Services, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$117K
Net Assets (End of Year)$124K
Net Income$8K
Employer EIN832624244
Plan Effective Date2018-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballast Advisory and Tax Services, Inc)

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

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): 0.00012415 · Participants: 1Ballast Advisory and Tax Services, Inc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Patterson and Sons Inc. 401(k) Plan in MO ($124K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

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 Ballast Advisory and Tax Services, Inc 401(k) Plan assets move in 2023? ▼
Ballast Advisory and Tax Services, Inc 401(k) Plan grew at a solid clip - up 6.5% during 2023, from $117K to $124K. Reported net income was $8K.
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 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 Ballast Advisory and Tax Services, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patterson and Sons Inc. 401(k) Plan in MO ($124K, 2 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 Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 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.