401(k) · DOL Form 5500 · 2023

Crown Advisory Group, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
27th
Percentile by assets National rank
$174,505
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Crown Advisory Group, Inc. Retirement Plan · Sponsored by Crown Advisory Group, Inc. · California · Professional & Technical Services

$1M in assets, 8 participants

Crown Advisory Group, Inc.'s Crown Advisory Group, Inc. Retirement Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,497 in Professional & Technical Services (20,321 peers)

Crown Advisory Group, Inc. multi-year trail

Crown Advisory Group, Inc.'s plans moved +265.6% in assets from 2022 to 2024; this filing shows Crown Advisory Group, Inc. Retirement Plan at $1M / 8 participants.

#4,497
in Professional & Technical Services (20,321 peers)
+223.0%
assets growth YoY

Crown Advisory Group, Inc. Retirement Plan among the smaller filed plans by assets

Crown Advisory Group, Inc. Retirement Plan vs every filed plan by assets

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

$1,396,039 27th percentile higher than 27% 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

Crown Advisory Group, Inc. Retirement 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. Crown Advisory Group, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crown Advisory Group, Inc. Retirement Plan reported net income rose from $58K in the plan year 2022 filing to $964K in the plan year 2023 filing.
  • Crown Advisory Group, Inc. Retirement Plan end-of-year assets rose from $432K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611979891 · Crown Advisory Group, Inc. PY 2023 · 401(k)

Crown Advisory Group, Inc. Retirement Plan · $1M · 8 · 27th

  • 5500 $1M
  • ASSETS 8
  • PCT 27th
  • EIN 401(k)
  • RANK near Fsg 401(k) Plan
  • PHOTO ind #4497

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 →

Crown Advisory Group, Inc. Retirement Plan in the asset neighbourhood

Crown Advisory Group, Inc. Retirement PlanCrown Advisory Group, Inc. R…$1MFsg 401(k) Plan$1MButler Valley Farms Co Retirement Plan - Profit SharingButler Valley Farms Co Retir…$1MR.O. Harrell, Inc. 401(k) PlanR.O. Harrell, Inc. 401(k) Pl…$1MRobinson Outdoor LLC$1M
End-of-year total assets ($M) among Crown Advisory Group, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Crown Advisory Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Crown Advisory Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 265.5664415925804% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.43M $1.58M ▲ +267.4%
Year Plans Participants Total Assets
2022 1 8 $432K
2023 1 8 $1M
2024 1 8 $2M

Crown Advisory Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$432K
Net Assets (End of Year)$1M
Net Income$964K
Employer EIN611979891
Plan Effective Date2022-03-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Crown Advisory Group, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Crown Advisory Group, Inc. Retirement Plan, Total assets ($B): 0.001396039 · Participants: 8Crown Advisory Group, Inc. Retirement 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
Crown Advisory Group, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Crown Advisory Group, Inc. Retirement Plan side-by-side with 3 peers →

Crown Advisory Group, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fsg 401(k) Plan in AZ ($1M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Crown Advisory Group, Inc. Retirement Plan assets move in 2023? ▼
Crown Advisory Group, Inc. Retirement Plan surged - up 223.0% during 2023, from $432K to $1M. Reported net income was $964K.
How have Crown Advisory Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crown Advisory Group, Inc.'s sponsor-wide assets grew 265.6%, from $432K to $2M.
Which 401(k) plans are similar in size to Crown Advisory Group, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fsg 401(k) Plan in AZ ($1M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Crown Advisory Group, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M 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 611979891.

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.