401(k) · DOL Form 5500 · 2024

Global Tax Management, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
210
Participants Below avg headcount
84th
Percentile by assets National rank
$239,582
Avg per participant Above avg balance/head
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Official DOL plan name: Global Tax Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Global Tax Management, Inc. · Pennsylvania · Professional & Technical Services

$50M in assets, 210 participants

Global Tax Management, Inc.'s Global Tax Management, Inc. 401(k) Profit Sharing Plan reported $50M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,154 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Global Tax Management, Inc. 401(k) Profit Sharing Plan covers 210 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $50M.

#17,154
in Professional & Technical Services (20,173 peers)
+22.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Global Tax Management, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Global Tax Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$50,312,132 Top 16% higher than 84% 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

Global Tax Management, Inc. 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. Global Tax Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Global Tax Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Global Tax Management, Inc. 401(k) Profit Sharing Plan reported participants rose from 190 in the plan year 2023 filing to 210 in the plan year 2024 filing.
  • Global Tax Management, Inc. 401(k) Profit Sharing Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232817942 · Global Tax Management, Inc. PY 2024 · 401(k)

Global Tax Management, Inc. 401(k) Profit Sharing Plan · $50M · 210 · 84th

  • VS-ST $50M
  • BOY 210
  • SCH 84th
  • EBSA 401(k)
  • PART near Wyche Professional Association Profit Sharing Plan
  • TYPE ind #17154

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 →

Global Tax Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1Hinman, Howard & Kattell, LL…$50MGlobal Tax Management, Inc. 401(k) Profit Sharing PlanGlobal Tax Management, Inc. …$50MWyche Professional Association Profit Sharing PlanWyche Professional Associati…$50MThe Broe Group 401(k) Retirement Savings PlanThe Broe Group 401(k) Retire…$50MOral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and TrustOral Surgery Partners Mso, L…$50M
End-of-year total assets ($M) among Global Tax Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$50M
Net Income$9M
Employer EIN232817942
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Global Tax Management, Inc.)

Sponsor-wide plan assets over time

All Global Tax Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 38.884573094738066% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.5M $85.4M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 359 $61M
2023 2 380 $73M
2024 2 400 $85M

Nearby 401(k) Plans in Pennsylvania

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

Global Tax Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Global Tax Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.050312132 · Participants: 210Global Tax Management, Inc. 401(k) Profit Sharing 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
Global Tax Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Global Tax Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Global Tax Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Wyche Professional Association Profit Sharing Plan in SC ($50M); by covered participants it is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Global Tax Management, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Global Tax Management, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.6% during 2024, from $41M to $50M. Reported net income was $9M.
How have Global Tax Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Global Tax Management, Inc.'s sponsor-wide assets grew 38.9%, from $61M to $85M.
Where does Global Tax Management, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Global Tax Management, Inc. 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Global Tax Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wyche Professional Association Profit Sharing Plan in SC ($50M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Global Tax Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 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 232817942.

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.