401(k) · DOL Form 5500 · 2024

Safstrom Cpas & Advisors PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$267,853
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust · Sponsored by Safstrom Cpas & Advisors PLLC · Washington · Professional & Technical Services

$3M in assets, 10 participants

Safstrom Cpas & Advisors PLLC's Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,855 in Professional & Technical Services (20,173 peers)

Safstrom Cpas & Advisors PLLC multi-year trail

Safstrom Cpas & Advisors PLLC's plans moved +20.5% in assets from 2023 to 2024; this filing shows Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust at $3M / 10 participants.

#5,855
in Professional & Technical Services (20,173 peers)
+20.5%
assets growth YoY

Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,678,527 33rd percentile higher than 33% 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

Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust reported net income rose from $237K in the plan year 2023 filing to $455K in the plan year 2024 filing.
  • Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 933540839 · Safstrom Cpas & Advisors PLLC PY 2024 · 401(k)

Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust · $3M · 10 · 33rd

  • EOY $3M
  • 5500 10
  • ASSETS 33rd
  • PCT 401(k)
  • EIN near Sunoptics Inc 401(k) Profit Sharing Plan
  • RANK ind #5855

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 Washington →

Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & TrustSafstrom Cpas & Advisors PLL…$3MSunoptics Inc 401(k) Profit Sharing PlanSunoptics Inc 401(k) Profit …$3MCoviance, Inc.$3MSeven 401(k) Plan$3MCollege Fresh, Inc. Retirement Savings PlanCollege Fresh, Inc. Retireme…$3M
End-of-year total assets ($M) among Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Safstrom Cpas & Advisors PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Safstrom Cpas & Advisors PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.472195873177363% vs 2023
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 20232024 $2.22M $2.68M ▲ +20.7%
Year Plans Participants Total Assets
2023 1 10 $2M
2024 1 10 $3M

Safstrom Cpas & Advisors PLLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$455K
Employer EIN933540839
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002678527 · Participants: 10Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Sunoptics Inc 401(k) Profit Sharing Plan in AL ($3M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust grew sharply - up 20.5% during 2024, from $2M to $3M. Reported net income was $455K.
How have Safstrom Cpas & Advisors PLLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Safstrom Cpas & Advisors PLLC's sponsor-wide assets grew 20.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sunoptics Inc 401(k) Profit Sharing Plan in AL ($3M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Safstrom Cpas & Advisors PLLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 933540839.

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.