401(k) · DOL Form 5500 · 2023
Taxbit, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $17,661
- Avg per participant Low balance/head
Official DOL plan name: Taxbit 401(k) Plan · Sponsored by Taxbit, Inc. · Utah · Professional & Technical Services
$4M in assets, 219 participants
Taxbit, Inc.'s Taxbit 401(k) Plan reported $4M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,519 in Professional & Technical Services (20,321 peers)
Coverage in Utah
Taxbit 401(k) Plan covers 219 participants in Utah, about 37% of the average Utah filer (state average ~592 per filing). Assets: $4M.
- #7,519
- in Professional & Technical Services (20,321 peers)
- +143.6%
- assets growth YoY
Taxbit 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Taxbit 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,867,777 40th percentile higher than 40% 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
Taxbit 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. Taxbit 401(k) Plan sits mid-pack in the medium band (219 participants).
Plan-year Form 5500 strip
Filing strip 833266436 · Taxbit, Inc. PY 2023 · 401(k)
Taxbit 401(k) Plan · $4M · 219 · 40th
- NET $4M
- NET 219
- NET 40th
- NET 401(k)
- NET near Pilgrim Furniture City 401(k) Plan
- NET ind #7519
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 →
Taxbit 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 833266436 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taxbit, Inc.)
Sponsor-wide plan assets over time
All Taxbit, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 43.559543375949545% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 219 | $4M |
| 2024 | 1 | 122 | $6M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Taxbit 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Pilgrim Furniture City 401(k) Plan in CT ($4M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- Raven Industries, Inc. 401(k) Plan (SD) 219 · 0 off
- Rocketpower 401(k) Plan (CA) 219 · 0 off
- Green Street Advisors Retirement Savings Plan (CA) 219 · 0 off
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 219 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.