401(k) · DOL Form 5500 · 2023

R & a Cpas, P.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
43
Participants Small participant base
58th
Percentile by assets National rank
$224,216
Avg per participant Above avg balance/head
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Official DOL plan name: R & a Cpas, P.C. 401(k) Profit Sharing Plan · Sponsored by R & a Cpas, P.C. · Arizona · Professional & Technical Services

$10M in assets, 43 participants

R & a Cpas, P.C.'s R & a Cpas, P.C. 401(k) Profit Sharing Plan reported $10M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,433 in Professional & Technical Services (20,321 peers)

R & a Cpas, P.C. multi-year trail

R & a Cpas, P.C.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows R & a Cpas, P.C. 401(k) Profit Sharing Plan at $10M / 43 participants.

#11,433
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY

R & a Cpas, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

R & a Cpas, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,641,269 Top 42% higher than 58% 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

R & a Cpas, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & a Cpas, P.C. 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R & a Cpas, P.C. 401(k) Profit Sharing Plan reported net income rose from -$536K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • R & a Cpas, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • R & a Cpas, P.C. 401(k) Profit Sharing Plan reported participants rose from 39 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860550947 · R & a Cpas, P.C. PY 2023 · 401(k)

R & a Cpas, P.C. 401(k) Profit Sharing Plan · $10M · 43 · 58th

  • EIN $10M
  • RANK 43
  • PHOTO 58th
  • IND 401(k)
  • EOY near College Possible 401(k) Plan
  • 5500 ind #11433

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 Arizona →

R & a Cpas, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

R & a Cpas, P.C. 401(k) Profit Sharing PlanR & a Cpas, P.C. 401(k) Prof…$10MCollege Possible 401(k) Plan$10MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$10MWindtree Therapeutics, Inc. 401(k) PlanWindtree Therapeutics, Inc. …$10MPb Bancshares, Inc. ESOP W/401(k) ProvisionsPb Bancshares, Inc. ESOP W/4…$10M
End-of-year total assets ($M) among R & a Cpas, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

R & a Cpas, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All R & a Cpas, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 36.83325258593542% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.26M $11.3M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 39 $8M
2023 1 43 $10M
2024 1 44 $11M

R & a Cpas, P.C. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN860550947
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

R & a Cpas, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants R & a Cpas, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.009641269 · Participants: 43R & a Cpas, P.C. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
R & a Cpas, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare R & a Cpas, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

R & a Cpas, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is College Possible 401(k) Plan in MN ($10M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); 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 R & a Cpas, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
R & a Cpas, P.C. 401(k) Profit Sharing Plan grew sharply - up 16.8% during 2023, from $8M to $10M. Reported net income was $1M.
How have R & a Cpas, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & a Cpas, P.C.'s sponsor-wide assets grew 36.8%, from $8M to $11M.
Which 401(k) plans are similar in size to R & a Cpas, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is College Possible 401(k) Plan in MN ($10M, 156 participants).
Which 401(k) plans cover a similar participant headcount to R & a Cpas, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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 860550947.

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.