401(k) · DOL Form 5500 · 2024

Novogradac & Company LLP 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
770
Participants Near avg headcount
92nd
Percentile by assets National rank
$177,216
Avg per participant Above avg balance/head
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Official DOL plan name: Novogradac & Company LLP 401(k) Profit Sharing Plan · Sponsored by Novogradac & Company LLP · California · Professional & Technical Services

$136M in assets, 770 participants

Novogradac & Company LLP's Novogradac & Company LLP 401(k) Profit Sharing Plan reported $136M in total assets and 770 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,868 in Professional & Technical Services (20,173 peers)

Where Novogradac & Company LLP 401(k) Profit Sharing Plan sits by assets

Novogradac & Company LLP 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $136M for 770 participants (~$177,216/participant), up 21.5% in 2024.

#18,868
in Professional & Technical Services (20,173 peers)
+21.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Novogradac & Company LLP 401(k) Profit Sharing Plan's outsized position by total assets

Novogradac & Company LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$136,456,257 Top 8% higher than 92% 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

Novogradac & Company LLP 401(k) Profit Sharing 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. Novogradac & Company LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (770 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Novogradac & Company LLP 401(k) Profit Sharing Plan end-of-year assets rose from $112M in the plan year 2023 filing to $136M in the plan year 2024 filing.
  • Novogradac & Company LLP 401(k) Profit Sharing Plan reported net income rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Novogradac & Company LLP 401(k) Profit Sharing Plan reported participants rose from 740 in the plan year 2023 filing to 770 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943108253 · Novogradac & Company LLP PY 2024 · 401(k)

Novogradac & Company LLP 401(k) Profit Sharing Plan · $136M · 770 · 92nd

  • BOOK $136M
  • VS-ST 770
  • BOY 92nd
  • SCH 401(k)
  • EBSA near The Christman Company Profit Sharing Retirement Plan
  • PART ind #18868

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 →

Novogradac & Company LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Allergy Partners Management LLC Retirement Savings PlanAllergy Partners Management …$136MPotter Anderson & Corroon LLP Retirement PlanPotter Anderson & Corroon LL…$136MNovogradac & Company LLP 401(k) Profit Sharing PlanNovogradac & Company LLP 401…$136MThe Christman Company Profit Sharing Retirement PlanThe Christman Company Profit…$136MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$136M
End-of-year total assets ($M) among Novogradac & Company LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$136M
Net Income$24M
Employer EIN943108253
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novogradac & Company LLP)

Sponsor-wide plan assets over time

All Novogradac & Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$136M 49.627062464312374% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $91.2M $136M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 646 $91M
2023 1 740 $112M
2024 1 770 $136M

Nearby 401(k) Plans in California

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

Novogradac & Company LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Novogradac & Company LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.136456257 · Participants: 770Novogradac & Company LLP 401(k) Profit Sharing 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
Novogradac & Company LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Novogradac & Company LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Novogradac & Company LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Christman Company Profit Sharing Retirement Plan in MI ($136M); by covered participants it is Sts 401(k) Retirement Plan and Trust in FL (770 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (770 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 Novogradac & Company LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Novogradac & Company LLP 401(k) Profit Sharing Plan grew sharply - up 21.5% during 2024, from $112M to $136M. Reported net income was $24M.
How have Novogradac & Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Novogradac & Company LLP's sponsor-wide assets grew 49.6%, from $91M to $136M.
Where does Novogradac & Company LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Novogradac & Company LLP 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Novogradac & Company LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Christman Company Profit Sharing Retirement Plan in MI ($136M, 843 participants).
Which 401(k) plans cover a similar participant headcount to Novogradac & Company LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sts 401(k) Retirement Plan and Trust in FL (770 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 943108253.

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.