401(k) · DOL Form 5500 · 2023

Novogradac & Company LLP 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
740
Participants Near avg headcount
92nd
Percentile by assets National rank
$151,830
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Novogradac & Company LLP 401(k) Profit Sharing Plan · Sponsored by Novogradac & Company LLP · California · Professional & Technical Services

$112M in assets, 740 participants

Novogradac & Company LLP's Novogradac & Company LLP 401(k) Profit Sharing Plan reported $112M in total assets and 740 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,939 in Professional & Technical Services (20,321 peers)

Where Novogradac & Company LLP 401(k) Profit Sharing Plan sits by assets

Novogradac & Company LLP 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $112M for 740 participants (~$151,830/participant), up 23.2% in 2023.

#18,939
in Professional & Technical Services (20,321 peers)
+23.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Novogradac & Company LLP 401(k) Profit Sharing Plan's outsized position by total assets

Novogradac & Company LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$112,354,232 Top 8% higher than 92% 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

Novogradac & Company LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Novogradac & Company LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (740 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Novogradac & Company LLP 401(k) Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Novogradac & Company LLP 401(k) Profit Sharing Plan end-of-year assets rose from $91M in the plan year 2022 filing to $112M in the plan year 2023 filing.
  • Novogradac & Company LLP 401(k) Profit Sharing Plan reported participants rose from 646 in the plan year 2022 filing to 740 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943108253 · Novogradac & Company LLP PY 2023 · 401(k)

Novogradac & Company LLP 401(k) Profit Sharing Plan · $112M · 740 · 92nd

  • EBSA $112M
  • EBSA 740
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Usana Health Sciences 401(k) Plan
  • EBSA ind #18939

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 →

Novogradac & Company LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Usana Health Sciences 401(k) PlanUsana Health Sciences 401(k)…$112MNovogradac & Company LLP 401(k) Profit Sharing PlanNovogradac & Company LLP 401…$112MMotion Recruitment Partners, LLC 401(k) PlanMotion Recruitment Partners,…$112MRadial Retirement Savings PlanRadial Retirement Savings Pl…$112MFlushing Bank 401(k) Savings PlanFlushing Bank 401(k) Savings…$112M
End-of-year total assets ($M) among Novogradac & Company LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$112M
Net Income$21M
Employer EIN943108253
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novogradac & Company LLP)

Sponsor-wide plan assets over time

All Novogradac & Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$136M 49.627062464312374% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $91.2M $136M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 646 $91M
2023 1 740 $112M
2024 1 770 $136M

Nearby 401(k) Plans in California

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

Novogradac & Company LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Novogradac & Company LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.112354232 · Participants: 740Novogradac & Company LLP 401(k) Profit Sharing 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
Novogradac & Company LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Novogradac & Company LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Novogradac & Company LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Usana Health Sciences 401(k) Plan in UT ($112M); by covered participants it is Sappi North America, Inc. Salaried Investment Plan in MA (740 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (740 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 Novogradac & Company LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Novogradac & Company LLP 401(k) Profit Sharing Plan grew sharply - up 23.2% during 2023, from $91M to $112M. Reported net income was $21M.
How have Novogradac & Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Novogradac & Company LLP's sponsor-wide assets grew 49.6%, from $91M to $136M.
Where does Novogradac & Company LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Novogradac & Company LLP 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Novogradac & Company LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Usana Health Sciences 401(k) Plan in UT ($112M, 915 participants).
Which 401(k) plans cover a similar participant headcount to Novogradac & Company LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sappi North America, Inc. Salaried Investment Plan in MA (740 participants, $348M 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 943108253.

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.