401(k) · DOL Form 5500 · 2023

Ascend Tax and Business Advisors LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
3
Participants Small participant base
58th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Ascend Advisors 401(k) Plan · Sponsored by Ascend Tax and Business Advisors LLP · California · Professional & Technical Services

$10M in assets, 3 participants

Ascend Tax and Business Advisors LLP's Ascend Advisors 401(k) Plan reported $10M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,593 in Professional & Technical Services (20,321 peers)

Ascend Tax and Business Advisors LLP multi-year trail

Ascend Tax and Business Advisors LLP's plans moved +25.2% in assets from 2023 to 2024; this filing shows Ascend Advisors 401(k) Plan at $10M / 3 participants.

#11,593
in Professional & Technical Services (20,321 peers)
-13.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Ascend Advisors 401(k) Plan vs every filed plan by assets

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

$9,950,796 Top 42% higher than 58% 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

Ascend Advisors 401(k) 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. Ascend Advisors 401(k) Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 920691097 · Ascend Tax and Business Advisors LLP PY 2023 · 401(k)

Ascend Advisors 401(k) Plan · $10M · 3 · 58th

  • EBSA $10M
  • EBSA 3
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near Meshoppen Stone, Inc. 401(k)
  • EBSA ind #11593

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 →

Ascend Advisors 401(k) Plan in the asset neighbourhood

Ascend Advisors 401(k) Plan$10MMeshoppen Stone, Inc. 401(k)$10MGreensky Trade Credit, LLC 401(k) PlanGreensky Trade Credit, LLC 4…$10MPatriot Engineering 401(k) PlanPatriot Engineering 401(k) P…$10MCommunity Labor Administrative Services, Inc. 401(k) Profit Sharing PlanCommunity Labor Administrati…$10M
End-of-year total assets ($M) among Ascend Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ascend Tax and Business Advisors LLP multi-year asset trail

Sponsor-wide plan assets over time

All Ascend Tax and Business Advisors LLP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 25.173242422013274% vs 2023
2024 filing year
$9M$10M$11M$12M$13M 20232024 $9.95M $12.5M ▲ +25.2%
Year Plans Participants Total Assets
2023 1 3 $10M
2024 1 45 $12M

Ascend Tax and Business Advisors LLP filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN920691097
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ascend Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ascend Advisors 401(k) Plan, Total assets ($B): 0.009950796 · Participants: 3Ascend Advisors 401(k) 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
Ascend Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ascend Advisors 401(k) Plan side-by-side with 3 peers →

Ascend Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Meshoppen Stone, Inc. 401(k) in PA ($10M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ascend Advisors 401(k) Plan assets move in 2023? ▼
Ascend Advisors 401(k) Plan pulled back noticeably - down 13.2% during 2023, from $11M to $10M. Reported net income was -$2M.
How have Ascend Tax and Business Advisors LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ascend Tax and Business Advisors LLP's sponsor-wide assets grew 25.2%, from $10M to $12M.
Which 401(k) plans are similar in size to Ascend Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meshoppen Stone, Inc. 401(k) in PA ($10M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Ascend Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 920691097.

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.