401(k) · DOL Form 5500 · 2023

Advantage Tax & Business Services, Inc. 401(k) Plan

Data updated 2026-08-25

$436K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$145,363
Avg per participant Above avg balance/head
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Official DOL plan name: Advantage Tax & Business Services, Inc. 401(k) Plan · Sponsored by Advantage Tax & Business Services, Inc. · Pennsylvania · Professional & Technical Services

$436K in assets, 3 participants

Advantage Tax & Business Services, Inc.'s Advantage Tax & Business Services, Inc. 401(k) Plan reported $436K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,569 in Professional & Technical Services (20,321 peers)

Advantage Tax & Business Services, Inc. multi-year trail

Advantage Tax & Business Services, Inc.'s plans moved +211.8% in assets from 2022 to 2024; this filing shows Advantage Tax & Business Services, Inc. 401(k) Plan at $436K / 3 participants.

#2,569
in Professional & Technical Services (20,321 peers)
+14.6%
assets growth YoY

Advantage Tax & Business Services, Inc. 401(k) Plan among the smaller filed plans by assets

Advantage Tax & Business Services, Inc. 401(k) Plan vs every filed plan by assets

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

$436,090 17th percentile higher than 17% 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

Advantage Tax & Business Services, Inc. 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. Advantage Tax & Business Services, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantage Tax & Business Services, Inc. 401(k) Plan reported net income rose from -$17K in the plan year 2022 filing to $55K in the plan year 2023 filing.
  • Advantage Tax & Business Services, Inc. 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Advantage Tax & Business Services, Inc. 401(k) Plan end-of-year assets rose from $381K in the plan year 2022 filing to $436K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271665745 · Advantage Tax & Business Services, Inc. PY 2023 · 401(k)

Advantage Tax & Business Services, Inc. 401(k) Plan · $436K · 3 · 17th

  • PART $436K
  • PART 3
  • PART 17th
  • PART 401(k)
  • PART near Tarnation Industries Inc 401(k) Plan
  • PART ind #2569

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 Pennsylvania →

Advantage Tax & Business Services, Inc. 401(k) Plan in the asset neighbourhood

Advantage Tax & Business Services, Inc. 401(k) PlanAdvantage Tax & Business Ser…$436KTarnation Industries Inc 401(k) PlanTarnation Industries Inc 401…$436KElement Aerospace, Inc. Individual 401(k)Element Aerospace, Inc. Indi…$436KFull House Ventures, Inc. 401(k) PlanFull House Ventures, Inc. 40…$436KSilver Creek Sporting Club Retirement PlanSilver Creek Sporting Club R…$436K
End-of-year total assets ($M) among Advantage Tax & Business Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advantage Tax & Business Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advantage Tax & Business Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 211.8293298026606% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.38M $1.19M ▲ +213.2%
Year Plans Participants Total Assets
2022 1 2 $381K
2023 1 3 $436K
2024 3 7 $1M

Advantage Tax & Business Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$381K
Net Assets (End of Year)$436K
Net Income$55K
Employer EIN271665745
Plan Effective Date2010-01-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Advantage Tax & Business Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Advantage Tax & Business Services, Inc. 401(k) Plan, Total assets ($B): 0.00043609 · Participants: 3Advantage Tax & Business Services, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Advantage Tax & Business Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Advantage Tax & Business Services, Inc. 401(k) Plan side-by-side with 3 peers →

Advantage Tax & Business Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Tarnation Industries Inc 401(k) Plan in NM ($436K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($436K here).

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 Advantage Tax & Business Services, Inc. 401(k) Plan assets move in 2023? ▼
Advantage Tax & Business Services, Inc. 401(k) Plan grew at a solid clip - up 14.6% during 2023, from $381K to $436K. Reported net income was $55K.
How have Advantage Tax & Business Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantage Tax & Business Services, Inc.'s sponsor-wide assets grew 211.8%, from $381K to $1M.
Where does Advantage Tax & Business Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Advantage Tax & Business Services, Inc. 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Advantage Tax & Business Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tarnation Industries Inc 401(k) Plan in NM ($436K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Advantage Tax & Business Services, Inc. 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 271665745.

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.