401(k) · DOL Form 5500 · 2024
Pfa Tax and Accounting Professionals 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $201,967
- Avg per participant Above avg balance/head
Official DOL plan name: Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust · Sponsored by Pfa Tax and Accounting Professionals · Illinois · Professional & Technical Services
$5M in assets, 23 participants
Pfa Tax and Accounting Professionals's Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,676 in Professional & Technical Services (20,173 peers)
Pfa Tax and Accounting Professionals multi-year trail
Pfa Tax and Accounting Professionals's plans moved +35.4% in assets from 2022 to 2024; this filing shows Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust at $5M / 23 participants.
- #7,676
- in Professional & Technical Services (20,173 peers)
- +15.5%
- assets growth YoY
Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,645,242 41st percentile higher than 41% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust reported participants rose from 21 in the plan year 2023 filing to 23 in the plan year 2024 filing.
- Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust reported net income rose from $591K in the plan year 2023 filing to $625K in the plan year 2024 filing.
DOL schedule card
Filing strip 453503928 · Pfa Tax and Accounting Professionals PY 2024 · 401(k)
Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust · $5M · 23 · 41st
- NET $5M
- NET 23
- NET 41st
- NET 401(k)
- NET near Ibuypower Retirement Plan
- NET ind #7676
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 Illinois →
Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Pfa Tax and Accounting Professionals multi-year asset trail
Sponsor-wide plan assets over time
All Pfa Tax and Accounting Professionals plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 35.44334025239259% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $3M |
| 2023 | 1 | 21 | $4M |
| 2024 | 1 | 23 | $5M |
Pfa Tax and Accounting Professionals filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $625K |
| Employer EIN | 453503928 |
| Plan Effective Date | 2011-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Pfa Tax and Accounting Professionals 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Ibuypower Retirement Plan in CA ($5M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Ibuypower Retirement Plan (CA) $5M · 150
- The Winterberry Group Retirement Plan (CT) $5M · 193
- Simpson Electric Company Profit Sharing Plan (SC) $5M · 103
- The L&r Company Retirement Plan (CA) $5M · 415
Similar participant headcount
Nearest other-state filings by covered participants (23 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.