401(k) · DOL Form 5500 · 2024

Property Tax Appeals II LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$306,110
Avg per participant High balance/head
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Official DOL plan name: Property Tax Appeals II LLC 401(k) Profit Sharing Plan · Sponsored by Property Tax Appeals II LLC · Arizona · Real Estate

$2M in assets, 5 participants

Property Tax Appeals II LLC's Property Tax Appeals II LLC 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,070 in Real Estate (4,605 peers)

Property Tax Appeals II LLC multi-year trail

Property Tax Appeals II LLC's plans moved +12.9% in assets from 2022 to 2024; this filing shows Property Tax Appeals II LLC 401(k) Profit Sharing Plan at $2M / 5 participants.

#2,070
in Real Estate (4,605 peers)
+7.2%
assets growth YoY

Property Tax Appeals II LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Property Tax Appeals II LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,530,549 27th percentile higher than 27% of 123,620 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 2024

Property Tax Appeals II LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Property Tax Appeals II LLC 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Property Tax Appeals II LLC 401(k) Profit Sharing Plan reported net income rose from $72K in the plan year 2023 filing to $103K in the plan year 2024 filing.
  • Property Tax Appeals II LLC 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 861007719 · Property Tax Appeals II LLC PY 2024 · 401(k)

Property Tax Appeals II LLC 401(k) Profit Sharing Plan · $2M · 5 · 27th

  • EOY $2M
  • EOY 5
  • EOY 27th
  • EOY 401(k)
  • EOY near Parc Auto Group Retirement Plan
  • EOY ind #2070

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 Real Estate retirement plans → · Plans in Arizona →

Property Tax Appeals II LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Property Tax Appeals II LLC 401(k) Profit Sharing PlanProperty Tax Appeals II LLC …$2MParc Auto Group Retirement PlanParc Auto Group Retirement P…$2MReliable Churchill Local 570 401(k) PlanReliable Churchill Local 570…$2MJamt 401(k)$2MCampbell Supply Company, Inc. Profit Sharing PlanCampbell Supply Company, Inc…$2M
End-of-year total assets ($M) among Property Tax Appeals II LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Property Tax Appeals II LLC multi-year asset trail

Sponsor-wide plan assets over time

All Property Tax Appeals II LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.881585439516066% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M 202220232024 $1.36M $1.53M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $2M

Property Tax Appeals II LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$103K
Employer EIN861007719
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Property Tax Appeals II LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Property Tax Appeals II LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001530549 · Participants: 5Property Tax Appeals II LLC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Property Tax Appeals II LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Property Tax Appeals II LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Property Tax Appeals II LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Parc Auto Group Retirement Plan in KY ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Property Tax Appeals II LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Property Tax Appeals II LLC 401(k) Profit Sharing Plan grew at a solid clip - up 7.2% during 2024, from $1M to $2M. Reported net income was $103K.
How have Property Tax Appeals II LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Property Tax Appeals II LLC's sponsor-wide assets grew 12.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Property Tax Appeals II LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parc Auto Group Retirement Plan in KY ($2M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Property Tax Appeals II LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861007719.

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.