401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$549K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$182,976
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

$549K in assets, 3 participants

Advantage Tax & Business Services, Inc.'s Advantage Tax & Business Services, Inc. 401(k) Plan reported $549K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,819 in Professional & Technical Services (20,173 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 $549K / 3 participants.

#2,819
in Professional & Technical Services (20,173 peers)
+25.9%
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 2024 · DOL Form 5500

$548,927 18th percentile higher than 18% 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

Advantage Tax & Business Services, Inc. 401(k) 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. 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 2023 → plan year 2024

  • Advantage Tax & Business Services, Inc. 401(k) Plan reported net income rose from $55K in the plan year 2023 filing to $113K in the plan year 2024 filing.
  • Advantage Tax & Business Services, Inc. 401(k) Plan end-of-year assets rose from $436K in the plan year 2023 filing to $549K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271665745 · Advantage Tax & Business Services, Inc. PY 2024 · 401(k)

Advantage Tax & Business Services, Inc. 401(k) Plan · $549K · 3 · 18th

  • EOY $549K
  • 5500 3
  • ASSETS 18th
  • PCT 401(k)
  • EIN near Sterling Pump Company, Inc. 401(k) Profit Sharing Plan and Trust
  • RANK ind #2819

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…$549KSterling Pump Company, Inc. 401(k) Profit Sharing Plan and TrustSterling Pump Company, Inc. …$549KLet's Get Better Fitness, Inc. 401(k) PlanLet's Get Better Fitness, In…$549KBible Baptist Church of Wilmington 401(k) PlanBible Baptist Church of Wilm…$549KHampton Aviation 401(k) Plan$549K
End-of-year total assets ($M) among Advantage Tax & Business Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$436K
Net Assets (End of Year)$549K
Net Income$113K
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Advantage Tax & Business Services, Inc. 401(k) Plan, Total assets ($B): 0.000548927 · Participants: 3Advantage Tax & Business Services, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 Sterling Pump Company, Inc. 401(k) Profit Sharing Plan and Trust in NY ($549K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Advantage Tax & Business Services, Inc. 401(k) Plan assets move in 2024? ▼
Advantage Tax & Business Services, Inc. 401(k) Plan grew sharply - up 25.9% during 2024, from $436K to $549K. Reported net income was $113K.
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 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Sterling Pump Company, Inc. 401(k) Profit Sharing Plan and Trust in NY ($549K, 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 Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 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.