401(k) · DOL Form 5500 · 2023
Cpa Consulting Group, LLP 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $169,127
- Avg per participant Above avg balance/head
Official DOL plan name: Cpa Consulting Group LLP 401(k) Profit Sharing Plan · Sponsored by Cpa Consulting Group, LLP · Wyoming · Professional & Technical Services
$2M in assets, 12 participants
Cpa Consulting Group, LLP's Cpa Consulting Group LLP 401(k) Profit Sharing Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,426 in Professional & Technical Services (20,321 peers)
Cpa Consulting Group, LLP multi-year trail
Cpa Consulting Group, LLP's plans moved +18.6% in assets from 2022 to 2023; this filing shows Cpa Consulting Group LLP 401(k) Profit Sharing Plan at $2M / 12 participants.
- #5,426
- in Professional & Technical Services (20,321 peers)
- +18.6%
- assets growth YoY
Cpa Consulting Group LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets
Cpa Consulting Group LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,029,519 31st percentile higher than 31% 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
Cpa Consulting Group LLP 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. Cpa Consulting Group LLP 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cpa Consulting Group LLP 401(k) Profit Sharing Plan reported net income rose from -$212K in the plan year 2022 filing to $318K in the plan year 2023 filing.
- Cpa Consulting Group LLP 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cpa Consulting Group LLP 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 205409237 · Cpa Consulting Group, LLP PY 2023 · 401(k)
Cpa Consulting Group LLP 401(k) Profit Sharing Plan · $2M · 12 · 31st
- EBSA $2M
- EBSA 12
- EBSA 31st
- EBSA 401(k)
- EBSA near Riley Spence Management Company 401(k) Plan
- EBSA ind #5426
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 Wyoming →
Cpa Consulting Group LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Cpa Consulting Group, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Cpa Consulting Group, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 18.59211239820866% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $2M |
| 2023 | 1 | 12 | $2M |
Cpa Consulting Group, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $318K |
| Employer EIN | 205409237 |
| Plan Effective Date | 2006-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wyoming
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Admiral Beverage Corporation 401(k) Plan $156M · 1,354
- Wyoming Machinery Company Profit Sharing 401(k) Plan $136M · 728
- Trihydro Corporation 401(k) Plan $103M · 539
- True Companies Employees' 401(k) Savings Plan $63M · 950
- Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust $44M · 493
Cpa Consulting Group LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wyoming, the nearest 401(k) by assets is Riley Spence Management Company 401(k) Plan in MO ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Riley Spence Management Company 401(k) Plan (MO) $2M · 454
- Schoolworks 401(k) Plan (MA) $2M · 23
- Luis Freire 1165(e) Plan (PR) $2M · 22
- Hill Country Transit District 401(k) Plan (TX) $2M · 115
Similar participant headcount
Nearest other-state filings by covered participants (12 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.