401(k) · DOL Form 5500 · 2023

Pt&c Group LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
220
Participants Below avg headcount
60th
Percentile by assets National rank
$49,161
Avg per participant Low balance/head
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Official DOL plan name: Platform Accounting Group 401(k) Plan · Sponsored by Pt&c Group LLC · Utah · Professional & Technical Services

$11M in assets, 220 participants

Pt&c Group LLC's Platform Accounting Group 401(k) Plan reported $11M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,008 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Platform Accounting Group 401(k) Plan covers 220 participants in Utah, about 37% of the average Utah filer (state average ~592 per filing). Assets: $11M.

#12,008
in Professional & Technical Services (20,321 peers)
+122.4%
assets growth YoY

Platform Accounting Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Platform Accounting Group 401(k) Plan vs every filed plan by assets

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

$10,815,353 Top 40% higher than 60% 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

Platform Accounting Group 401(k) 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. Platform Accounting Group 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Platform Accounting Group 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Platform Accounting Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Platform Accounting Group 401(k) Plan reported participants rose from 124 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814693463 · Pt&c Group LLC PY 2023 · 401(k)

Platform Accounting Group 401(k) Plan · $11M · 220 · 60th

  • NET $11M
  • BOOK 220
  • VS-ST 60th
  • BOY 401(k)
  • SCH near Gourmet Culinary Partners 401(k) Retirement Savings Plan
  • EBSA ind #12008

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 Utah →

Platform Accounting Group 401(k) Plan in the asset neighbourhood

Platform Accounting Group 401(k) PlanPlatform Accounting Group 40…$11MGourmet Culinary Partners 401(k) Retirement Savings PlanGourmet Culinary Partners 40…$11MNew Hope Village 401(k) Plan$11MBlue Chip Partners, LLC$11MAlive Hospice, Inc. Employees Retirement PlanAlive Hospice, Inc. Employee…$11M
End-of-year total assets ($M) among Platform Accounting Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$11M
Net Income$6M
Employer EIN814693463
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pt&c Group LLC)

Sponsor-wide plan assets over time

All Pt&c Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 368.93644160053816% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $4.86M $22.8M ▲ +369.3%
Year Plans Participants Total Assets
2022 1 124 $5M
2023 1 220 $11M
2024 1 426 $23M

Nearby 401(k) Plans in Utah

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

Platform Accounting Group 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Platform Accounting Group 401(k) Plan, Total assets ($B): 0.010815353 · Participants: 220Platform Accounting Group 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Platform Accounting Group 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Platform Accounting Group 401(k) Plan side-by-side with 3 peers →

Platform Accounting Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Gourmet Culinary Partners 401(k) Retirement Savings Plan in GA ($11M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Platform Accounting Group 401(k) Plan assets move in 2023? ▼
Platform Accounting Group 401(k) Plan surged - up 122.4% during 2023, from $5M to $11M. Reported net income was $6M.
How have Pt&c Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pt&c Group LLC's sponsor-wide assets grew 368.9%, from $5M to $23M.
Which 401(k) plans are similar in size to Platform Accounting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gourmet Culinary Partners 401(k) Retirement Savings Plan in GA ($11M, 837 participants).
Which 401(k) plans cover a similar participant headcount to Platform Accounting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 814693463.

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.