401(k) · DOL Form 5500 · 2022

John Waddell & Co, Cpas 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
44th
Percentile by assets National rank
$741,635
Avg per participant High balance/head
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Official DOL plan name: John Waddell & Co, Cpas 401(k) Profit Sharing Plan · Sponsored by John Waddell & Co, Cpas · California · Professional & Technical Services

$4M in assets, 5 participants

John Waddell & Co, Cpas's John Waddell & Co, Cpas 401(k) Profit Sharing Plan reported $4M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,054 in Professional & Technical Services (21,562 peers)

John Waddell & Co, Cpas multi-year trail

John Waddell & Co, Cpas's plans moved +41.2% in assets from 2022 to 2024; this filing shows John Waddell & Co, Cpas 401(k) Profit Sharing Plan at $4M / 5 participants.

#9,054
in Professional & Technical Services (21,562 peers)
-7.4%
assets change YoY

The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John Waddell & Co, Cpas 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,708,177 44th percentile higher than 44% 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

John Waddell & Co, Cpas 401(k) Profit Sharing 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. John Waddell & Co, Cpas 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 942329070 · John Waddell & Co, Cpas PY 2022 · 401(k)

John Waddell & Co, Cpas 401(k) Profit Sharing Plan · $4M · 5 · 44th

  • PART $4M
  • PART 5
  • PART 44th
  • PART 401(k)
  • PART near Strategic Resources, Inc. 401(k) Profit Sharing Plan
  • PART ind #9054

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 →

John Waddell & Co, Cpas 401(k) Profit Sharing Plan in the asset neighbourhood

John Waddell & Co, Cpas 401(k) Profit Sharing PlanJohn Waddell & Co, Cpas 401(…$4MStrategic Resources, Inc. 401(k) Profit Sharing PlanStrategic Resources, Inc. 40…$4MBradford Preparatory School, Inc. 401(k) PlanBradford Preparatory School,…$4MD.a.G. Construction Co., Inc. Retirement Savings PlanD.a.G. Construction Co., Inc…$4MCommercial Transport, Inc. 401(k) Profit Sharing PlanCommercial Transport, Inc. 4…$4M
End-of-year total assets ($M) among John Waddell & Co, Cpas 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

John Waddell & Co, Cpas multi-year asset trail

Sponsor-wide plan assets over time

All John Waddell & Co, Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.22125238358363% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.71M $5.24M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $4M
2024 1 4 $5M

John Waddell & Co, Cpas filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$296K
Employer EIN942329070
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John Waddell & Co, Cpas 401(k) Profit Sharing Plan, Total assets ($B): 0.003708177 · Participants: 5John Waddell & Co, Cpas 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare John Waddell & Co, Cpas 401(k) Profit Sharing Plan side-by-side with 3 peers →

John Waddell & Co, Cpas 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Strategic Resources, Inc. 401(k) Profit Sharing Plan in VA ($4M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 John Waddell & Co, Cpas 401(k) Profit Sharing Plan assets move in 2022? ▼
John Waddell & Co, Cpas 401(k) Profit Sharing Plan pulled back noticeably - down 7.4% during 2022, from $4M to $4M. Reported net income was -$296K.
How have John Waddell & Co, Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Waddell & Co, Cpas's sponsor-wide assets grew 41.2%, from $4M to $5M.
Which 401(k) plans are similar in size to John Waddell & Co, Cpas 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strategic Resources, Inc. 401(k) Profit Sharing Plan in VA ($4M, 266 participants).
Which 401(k) plans cover a similar participant headcount to John Waddell & Co, Cpas 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 942329070.

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.