401(k) · DOL Form 5500 · 2024

Ploutus Advisors Tax Corp. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$302,135
Avg per participant High balance/head
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Official DOL plan name: Ploutus Advisors Tax Corp. Retirement Plan · Sponsored by Ploutus Advisors Tax Corp. · California · Professional & Technical Services

$2M in assets, 7 participants

Ploutus Advisors Tax Corp.'s Ploutus Advisors Tax Corp. Retirement Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,212 in Professional & Technical Services (20,173 peers)

Ploutus Advisors Tax Corp. multi-year trail

Ploutus Advisors Tax Corp.'s plans moved +83.8% in assets from 2022 to 2024; this filing shows Ploutus Advisors Tax Corp. Retirement Plan at $2M / 7 participants.

#5,212
in Professional & Technical Services (20,173 peers)
+39.0%
assets growth YoY

Ploutus Advisors Tax Corp. Retirement Plan among the smaller filed plans by assets

Ploutus Advisors Tax Corp. Retirement Plan vs every filed plan by assets

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

$2,114,945 30th percentile higher than 30% 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

Ploutus Advisors Tax Corp. Retirement 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. Ploutus Advisors Tax Corp. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ploutus Advisors Tax Corp. Retirement Plan reported net income rose from $370K in the plan year 2023 filing to $594K in the plan year 2024 filing.
  • Ploutus Advisors Tax Corp. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 843520943 · Ploutus Advisors Tax Corp. PY 2024 · 401(k)

Ploutus Advisors Tax Corp. Retirement Plan · $2M · 7 · 30th

  • PCT $2M
  • EIN 7
  • RANK 30th
  • PHOTO 401(k)
  • IND near Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan
  • EOY ind #5212

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 →

Ploutus Advisors Tax Corp. Retirement Plan in the asset neighbourhood

J.S. Helwig & Son, LLC 401(k) PlanJ.S. Helwig & Son, LLC 401(k…$2MKunkel Insurance Agency, Inc. Safe Harbor 401(k) PlanKunkel Insurance Agency, Inc…$2MPloutus Advisors Tax Corp. Retirement PlanPloutus Advisors Tax Corp. R…$2MLaw Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing PlanLaw Offices of Schwartz & Ce…$2MCraig Davis Properties, Inc. Retirement Savings PlanCraig Davis Properties, Inc.…$2M
End-of-year total assets ($M) among Ploutus Advisors Tax Corp. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ploutus Advisors Tax Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Ploutus Advisors Tax Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 83.75422689154483% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.15M $2.11M ▲ +83.5%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $2M
2024 1 7 $2M

Ploutus Advisors Tax Corp. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$594K
Employer EIN843520943
Plan Effective Date2019-11-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ploutus Advisors Tax Corp. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ploutus Advisors Tax Corp. Retirement Plan, Total assets ($B): 0.002114945 · Participants: 7Ploutus Advisors Tax Corp. Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ploutus Advisors Tax Corp. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ploutus Advisors Tax Corp. Retirement Plan side-by-side with 3 peers →

Ploutus Advisors Tax Corp. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Ploutus Advisors Tax Corp. Retirement Plan assets move in 2024? ▼
Ploutus Advisors Tax Corp. Retirement Plan surged - up 39.0% during 2024, from $2M to $2M. Reported net income was $594K.
How have Ploutus Advisors Tax Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ploutus Advisors Tax Corp.'s sponsor-wide assets grew 83.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Ploutus Advisors Tax Corp. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Law Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing Plan in NY ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ploutus Advisors Tax Corp. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cz14, Inc. 401(k) Plan in DE (7 participants, $380K 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 843520943.

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.