401(k) · DOL Form 5500 · 2022

Weatherspoon & Voltz LLP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$832,337
Avg per participant High balance/head
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Official DOL plan name: Weatherspoon & Voltz LLP 401(k) Plan · Sponsored by Weatherspoon & Voltz LLP · North Carolina · Professional & Technical Services

$3M in assets, 4 participants

Weatherspoon & Voltz LLP's Weatherspoon & Voltz LLP 401(k) Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,560 in Professional & Technical Services (21,562 peers)

Weatherspoon & Voltz LLP multi-year trail

Weatherspoon & Voltz LLP's plans moved +44.6% in assets from 2022 to 2024; this filing shows Weatherspoon & Voltz LLP 401(k) Plan at $3M / 4 participants.

#8,560
in Professional & Technical Services (21,562 peers)
-10.8%
assets change YoY

The plan reported a net loss of $404K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weatherspoon & Voltz LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Weatherspoon & Voltz LLP 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,329,346 42nd percentile higher than 42% of 139,123 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 2022

Weatherspoon & Voltz LLP 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weatherspoon & Voltz LLP 401(k) Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 201123112 · Weatherspoon & Voltz LLP PY 2022 · 401(k)

Weatherspoon & Voltz LLP 401(k) Plan · $3M · 4 · 42nd

  • BOY $3M
  • SCH 4
  • EBSA 42nd
  • PART 401(k)
  • TYPE near Northshore Pathology Consultants, S.C. Employees' Profit Sharing Plan
  • NET ind #8560

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 North Carolina →

Weatherspoon & Voltz LLP 401(k) Plan in the asset neighbourhood

Weatherspoon & Voltz LLP 401(k) PlanWeatherspoon & Voltz LLP 401…$3MNorthshore Pathology Consultants, S.C. Employees' Profit Sharing PlanNorthshore Pathology Consult…$3MLas Vegas Color Graphics Employee 401(k) PlanLas Vegas Color Graphics Emp…$3MUnited Community Bank of West Kentucky, Inc. 401(k) PlanUnited Community Bank of Wes…$3MLogrocket, Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Weatherspoon & Voltz LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Weatherspoon & Voltz LLP multi-year asset trail

Sponsor-wide plan assets over time

All Weatherspoon & Voltz LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 44.56677077119651% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.33M $4.81M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 4 $5M

Weatherspoon & Voltz LLP filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$404K
Employer EIN201123112
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Weatherspoon & Voltz LLP 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Weatherspoon & Voltz LLP 401(k) Plan, Total assets ($B): 0.003329346 · Participants: 4Weatherspoon & Voltz LLP 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Weatherspoon & Voltz LLP 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Weatherspoon & Voltz LLP 401(k) Plan side-by-side with 3 peers →

Weatherspoon & Voltz LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Northshore Pathology Consultants, S.C. Employees' Profit Sharing Plan in IL ($3M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Weatherspoon & Voltz LLP 401(k) Plan assets move in 2022? ▼
Weatherspoon & Voltz LLP 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $4M to $3M. Reported net income was -$404K.
How have Weatherspoon & Voltz LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weatherspoon & Voltz LLP's sponsor-wide assets grew 44.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Weatherspoon & Voltz LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northshore Pathology Consultants, S.C. Employees' Profit Sharing Plan in IL ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Weatherspoon & Voltz LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201123112.

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.