401(k) · DOL Form 5500 · 2022
Methfessel & Werbel, P.C. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $201,434
- Avg per participant Above avg balance/head
Official DOL plan name: Methfessel & Werbel PC 401(k) Plan · Sponsored by Methfessel & Werbel, P.C. · New Jersey · Professional & Technical Services
$15M in assets, 75 participants
Methfessel & Werbel, P.C.'s Methfessel & Werbel PC 401(k) Plan reported $15M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,574 in Professional & Technical Services (21,562 peers)
Methfessel & Werbel, P.C. multi-year trail
Methfessel & Werbel, P.C.'s plans moved +63.1% in assets from 2022 to 2024; this filing shows Methfessel & Werbel PC 401(k) Plan at $15M / 75 participants.
- #15,574
- in Professional & Technical Services (21,562 peers)
- -20.9%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Methfessel & Werbel PC 401(k) Plan's outsized position by total assets
Methfessel & Werbel PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,107,531 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Methfessel & Werbel PC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Methfessel & Werbel PC 401(k) Plan is a small filing (75 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 222017227 · Methfessel & Werbel, P.C. PY 2022 · 401(k)
Methfessel & Werbel PC 401(k) Plan · $15M · 75 · 73rd
- VS-ST $15M
- BOY 75
- SCH 73rd
- EBSA 401(k)
- PART near Fredman Brothers Furniture Co., Inc. Employees Profit Sharing Plan and Trust
- TYPE ind #15574
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 New Jersey →
Methfessel & Werbel PC 401(k) Plan in the asset neighbourhood
Methfessel & Werbel, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Methfessel & Werbel, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 63.12584763188638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $15M |
| 2023 | 1 | 79 | $19M |
| 2024 | 1 | 79 | $25M |
Methfessel & Werbel, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 222017227 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Methfessel & Werbel PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Fredman Brothers Furniture Co., Inc. Employees Profit Sharing Plan and Trust in IL ($15M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 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.