401(k) · DOL Form 5500 · 2023
Archer Tax & Financial Group, PC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $66,534
- Avg per participant Below avg balance/head
Official DOL plan name: Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan · Sponsored by Archer Tax & Financial Group, PC · Pennsylvania · Professional & Technical Services
$1M in assets, 16 participants
Archer Tax & Financial Group, PC's Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan reported $1M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,956 in Professional & Technical Services (20,321 peers)
Archer Tax & Financial Group, PC multi-year trail
Archer Tax & Financial Group, PC's plans moved +12.2% in assets from 2022 to 2024; this filing shows Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan at $1M / 16 participants.
- #3,956
- in Professional & Technical Services (20,321 peers)
- -4.4%
- assets change YoY
The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan among the smaller filed plans by assets
Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,064,549 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Archer Tax & Financial Group, 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. Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan reported net income fell from $9K in the plan year 2022 filing to -$49K in the plan year 2023 filing.
- Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan reported participants rose from 14 in the plan year 2022 filing to 16 in the plan year 2023 filing.
- Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 264045616 · Archer Tax & Financial Group, PC PY 2023 · 401(k)
Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan · $1M · 16 · 24th
- VS-ST $1M
- VS-ST 16
- VS-ST 24th
- VS-ST 401(k)
- VS-ST near Magic Bait Company, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #3956
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 Pennsylvania →
Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan in the asset neighbourhood
Archer Tax & Financial Group, PC multi-year asset trail
Sponsor-wide plan assets over time
All Archer Tax & Financial Group, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 12.206282374698135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $1M |
| 2023 | 1 | 16 | $1M |
| 2024 | 1 | 16 | $1M |
Archer Tax & Financial Group, PC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$49K |
| Employer EIN | 264045616 |
| Plan Effective Date | 2010-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Archer Tax & Financial Group, P.C. 401(k) Profit- Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Magic Bait Company, Inc. 401(k) Profit Sharing Plan in OK ($1M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 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 (16 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.