Profit Sharing · DOL Form 5500 · 2024

Nick G Tarlson Cpa Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 5
Participants Small participant base: 32nd
Percentile by assets National rank: $496,094
Avg per participant High balance/head

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Official DOL plan name: Tarlson & Associates · Sponsored by Nick G Tarlson Cpa · California · Professional & Technical Services

$2M in assets, 5 participants

Nick G Tarlson Cpa's Tarlson & Associates reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

#5,641 in Professional & Technical Services (20,173 peers)

Nick G Tarlson Cpa multi-year trail

Nick G Tarlson Cpa's plans moved +39.6% in assets from 2022 to 2024; this filing shows Tarlson & Associates at $2M / 5 participants.

#5,641
in Professional & Technical Services (20,173 peers): +15.7%
assets growth YoY

Tarlson & Associates among the smaller filed plans by assets

Tarlson & Associates vs every filed plan by assets

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

$2,480,472 32nd percentile higher than 32% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Tarlson & Associates among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tarlson & Associates is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tarlson & Associates reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
Tarlson & Associates end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Tarlson & Associates reported net income fell from $367K in the plan year 2023 filing to $337K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 680077572 · Nick G Tarlson Cpa PY 2024 · Profit Sharing

Tarlson & Associates · $2M · 5 · 32nd

IND $2M
IND 5
IND 32nd
IND Profit Sharing
IND near Newton Kight LLP Profit Sharing Plan
IND ind #5641

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 →

End-of-year total assets ($M) among Tarlson & Associates and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Nick G Tarlson Cpa multi-year asset trail

Latest sponsor-wide plan assets: $2M 39.62863598648562% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$2M
2023	1	6	$2M
2024	1	5	$2M

Nick G Tarlson Cpa filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$337K
Employer EIN	680077572
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tarlson & Associates vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Tarlson & Associates side-by-side with 3 peers →

Tarlson & Associates's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Newton Kight LLP Profit Sharing Plan in WA ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Newton Kight LLP Profit Sharing Plan (WA) $2M · 7
Rotunno Technical Services, Inc. 401(k) Profit Sharing Plan (CT) $2M · 3
Stenger, Glass, Hagstrom, Lindars & Iuele LLP Profit Sharing Plan and Trust (NY) $2M · 15
R. Gary Gooding, Ltd. Benefit Plan and Trust (IL) $2M · N/A

Similar participant headcount

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

Rl Barron Holdings Inc. Retirement Plan (GA) 5 · 0 off
Integrated Home Interiors, Inc. Retirement Plan (FL) 5 · 0 off
Fostering Innocence Inc. Retirement Plan (NC) 5 · 0 off
Nusrat Rahman Md PC Profit Sharing Plan (MI) 5 · 0 off

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 Tarlson & Associates assets move in 2024? ▼

Tarlson & Associates grew sharply - up 15.7% during 2024, from $2M to $2M. Reported net income was $337K.

How have Nick G Tarlson Cpa plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nick G Tarlson Cpa's sponsor-wide assets grew 39.6%, from $2M to $2M.

Which Profit Sharing plans are similar in size to Tarlson & Associates? ▼

Among Profit Sharing plans in other states, the closest by assets is Newton Kight LLP Profit Sharing Plan in WA ($2M, 7 participants).

Which Profit Sharing plans cover a similar participant headcount to Tarlson & Associates? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 680077572.