Defined Benefit (Pension) · DOL Form 5500 · 2023

Taxgroup Partners, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
46th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: Taxgroup Partners, Inc. Defined Benefit Pension Plan · Sponsored by Taxgroup Partners, Inc. · California · Professional & Technical Services

$6M in assets, 2 participants

Taxgroup Partners, Inc.'s Taxgroup Partners, Inc. Defined Benefit Pension Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,974 in Professional & Technical Services (20,321 peers)

Taxgroup Partners, Inc. multi-year trail

Taxgroup Partners, Inc.'s plans moved +34.2% in assets from 2022 to 2024; this filing shows Taxgroup Partners, Inc. Defined Benefit Pension Plan at $6M / 2 participants.

#8,974
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY

Taxgroup Partners, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Taxgroup Partners, Inc. Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,500,601 46th percentile higher than 46% of 127,068 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 2023

Taxgroup Partners, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taxgroup Partners, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taxgroup Partners, Inc. Defined Benefit Pension Plan reported net income rose from $239K in the plan year 2022 filing to $846K in the plan year 2023 filing.
  • Taxgroup Partners, Inc. Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203775276 · Taxgroup Partners, Inc. PY 2023 · Defined Benefit (Pension)

Taxgroup Partners, Inc. Defined Benefit Pension Plan · $6M · 2 · 46th

  • TYPE $6M
  • NET 2
  • BOOK 46th
  • VS-ST Defined Benefit (Pension)
  • BOY near Lori Napoli, LLC Defined Benefit Pension Plan
  • SCH ind #8974

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 →

Taxgroup Partners, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Pension Plan for Hourly Employees of Timber Products Michigan Limited PartnershipPension Plan for Hourly Empl…$6MTaxgroup Partners, Inc. Defined Benefit Pension PlanTaxgroup Partners, Inc. Defi…$6MLori Napoli, LLC Defined Benefit Pension PlanLori Napoli, LLC Defined Ben…$5MMinneapolis Clinic Employees' Pension PlanMinneapolis Clinic Employees…$5MLowenstein Sandler Retirement Shares PlanLowenstein Sandler Retiremen…$5M
End-of-year total assets ($M) among Taxgroup Partners, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Taxgroup Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Taxgroup Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.18314293988792% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.65M $6.25M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M
2024 1 2 $6M

Taxgroup Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$846K
Employer EIN203775276
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Taxgroup Partners, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Taxgroup Partners, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.005500601 · Participants: 2Taxgroup Partners, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Taxgroup Partners, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Taxgroup Partners, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Taxgroup Partners, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lori Napoli, LLC Defined Benefit Pension Plan in NV ($5M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Taxgroup Partners, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Taxgroup Partners, Inc. Defined Benefit Pension Plan grew sharply - up 18.2% during 2023, from $5M to $6M. Reported net income was $846K.
How have Taxgroup Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taxgroup Partners, Inc.'s sponsor-wide assets grew 34.2%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Taxgroup Partners, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lori Napoli, LLC Defined Benefit Pension Plan in NV ($5M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Taxgroup Partners, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203775276.

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.