401(k) · DOL Form 5500 · 2024

Mgn Tax & Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$934K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$311,224
Avg per participant High balance/head
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Official DOL plan name: Mgn Tax & Advisory Group 401(k) Plan · Sponsored by Mgn Tax & Advisory Group, LLC · Oregon · Professional & Technical Services

$934K in assets, 3 participants

Mgn Tax & Advisory Group, LLC's Mgn Tax & Advisory Group 401(k) Plan reported $934K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,547 in Professional & Technical Services (20,173 peers)

Mgn Tax & Advisory Group, LLC multi-year trail

Mgn Tax & Advisory Group, LLC's plans moved +33.6% in assets from 2022 to 2024; this filing shows Mgn Tax & Advisory Group 401(k) Plan at $934K / 3 participants.

#3,547
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY

Mgn Tax & Advisory Group 401(k) Plan among the smaller filed plans by assets

Mgn Tax & Advisory Group 401(k) Plan vs every filed plan by assets

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

$933,671 23rd percentile higher than 23% 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

Mgn Tax & Advisory Group 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. Mgn Tax & Advisory Group 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

  • Mgn Tax & Advisory Group 401(k) Plan reported net income rose from $97K in the plan year 2023 filing to $144K in the plan year 2024 filing.
  • Mgn Tax & Advisory Group 401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Mgn Tax & Advisory Group 401(k) Plan end-of-year assets rose from $793K in the plan year 2023 filing to $934K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 861635467 · Mgn Tax & Advisory Group, LLC PY 2024 · 401(k)

Mgn Tax & Advisory Group 401(k) Plan · $934K · 3 · 23rd

  • BOOK $934K
  • BOOK 3
  • BOOK 23rd
  • BOOK 401(k)
  • BOOK near Myway Enterprises, Inc. 401(k) Plan
  • BOOK ind #3547

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 Oregon →

Mgn Tax & Advisory Group 401(k) Plan in the asset neighbourhood

Mgn Tax & Advisory Group 401(k) PlanMgn Tax & Advisory Group 401…$934KMyway Enterprises, Inc. 401(k) PlanMyway Enterprises, Inc. 401(…$934KDavid Lifshultz 401(k) Plan$934KSanford and Son Auto Parts, Inc. 401(k) PlanSanford and Son Auto Parts, …$934KPatterson 401(k) Plan$933K
End-of-year total assets ($M) among Mgn Tax & Advisory Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mgn Tax & Advisory Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mgn Tax & Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$934K 33.64466048879079% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.7M $0.93M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 3 $699K
2023 1 4 $793K
2024 1 3 $934K

Mgn Tax & Advisory Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$793K
Net Assets (End of Year)$934K
Net Income$144K
Employer EIN861635467
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Mgn Tax & Advisory Group 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mgn Tax & Advisory Group 401(k) Plan, Total assets ($B): 0.000933671 · Participants: 3Mgn Tax & Advisory Group 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Mgn Tax & Advisory Group 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mgn Tax & Advisory Group 401(k) Plan side-by-side with 3 peers →

Mgn Tax & Advisory Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Myway Enterprises, Inc. 401(k) Plan in MI ($934K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($934K here).

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 Mgn Tax & Advisory Group 401(k) Plan assets move in 2024? ▼
Mgn Tax & Advisory Group 401(k) Plan grew sharply - up 17.7% during 2024, from $793K to $934K. Reported net income was $144K.
How have Mgn Tax & Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mgn Tax & Advisory Group, LLC's sponsor-wide assets grew 33.6%, from $699K to $934K.
Where does Mgn Tax & Advisory Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Mgn Tax & Advisory Group 401(k) Plan ranks in the 23rd 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 Mgn Tax & Advisory Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Myway Enterprises, Inc. 401(k) Plan in MI ($934K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Mgn Tax & Advisory Group 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 861635467.

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.