401(k) · DOL Form 5500 · 2024

Pt&c Group LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
426
Participants Below avg headcount
73rd
Percentile by assets National rank
$53,541
Avg per participant Low balance/head
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Official DOL plan name: Platform Accounting Group 401(k) Plan · Sponsored by Pt&c Group LLC · Utah · Professional & Technical Services

$23M in assets, 426 participants

Pt&c Group LLC's Platform Accounting Group 401(k) Plan reported $23M in total assets and 426 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,566 in Professional & Technical Services (20,173 peers)

Pt&c Group LLC multi-year trail

Pt&c Group LLC's plans moved +368.9% in assets from 2022 to 2024; this filing shows Platform Accounting Group 401(k) Plan at $23M / 426 participants.

#14,566
in Professional & Technical Services (20,173 peers)
+110.9%
assets growth YoY

Platform Accounting Group 401(k) Plan's outsized position by total assets

Platform Accounting Group 401(k) Plan vs every filed plan by assets

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

$22,808,548 Top 27% higher than 73% 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

Platform Accounting Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Platform Accounting Group 401(k) Plan sits mid-pack in the medium band (426 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Platform Accounting Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Platform Accounting Group 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Platform Accounting Group 401(k) Plan reported participants rose from 220 in the plan year 2023 filing to 426 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814693463 · Pt&c Group LLC PY 2024 · 401(k)

Platform Accounting Group 401(k) Plan · $23M · 426 · 73rd

  • BOY $23M
  • BOY 426
  • BOY 73rd
  • BOY 401(k)
  • BOY near Howard Building Corp 401(k) Profit Sharing Plan
  • BOY ind #14566

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 Utah →

Platform Accounting Group 401(k) Plan in the asset neighbourhood

Platform Accounting Group 401(k) PlanPlatform Accounting Group 40…$23MHoward Building Corp 401(k) Profit Sharing PlanHoward Building Corp 401(k) …$23MLightspeed Commerce 401(k) PlanLightspeed Commerce 401(k) P…$23MTlc Company, Inc. 401(k) Profit Sharing PlanTlc Company, Inc. 401(k) Pro…$23MNexgen Data Systems 401(k) PlanNexgen Data Systems 401(k) P…$23M
End-of-year total assets ($M) among Platform Accounting Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pt&c Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pt&c Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 368.93644160053816% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $4.86M $22.8M ▲ +369.3%
Year Plans Participants Total Assets
2022 1 124 $5M
2023 1 220 $11M
2024 1 426 $23M

Pt&c Group LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$23M
Net Income$12M
Employer EIN814693463
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Platform Accounting Group 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Platform Accounting Group 401(k) Plan, Total assets ($B): 0.022808548 · Participants: 426Platform Accounting Group 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Platform Accounting Group 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Platform Accounting Group 401(k) Plan side-by-side with 3 peers →

Platform Accounting Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Howard Building Corp 401(k) Profit Sharing Plan in CA ($23M); by covered participants it is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (426 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 Platform Accounting Group 401(k) Plan assets move in 2024? ▼
Platform Accounting Group 401(k) Plan surged - up 110.9% during 2024, from $11M to $23M. Reported net income was $12M.
How have Pt&c Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pt&c Group LLC's sponsor-wide assets grew 368.9%, from $5M to $23M.
Which 401(k) plans are similar in size to Platform Accounting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howard Building Corp 401(k) Profit Sharing Plan in CA ($23M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Platform Accounting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants, $14M 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 814693463.

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.