401(k) · DOL Form 5500 · 2022

Welty, Weaver & Currie, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
44th
Percentile by assets National rank
$301,970
Avg per participant High balance/head
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Official DOL plan name: Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan · Sponsored by Welty, Weaver & Currie, a Professional Corporation · California · Professional & Technical Services

$4M in assets, 12 participants

Welty, Weaver & Currie, a Professional Corporation's Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan reported $4M in total assets and 12 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.

  • #8,954 in Professional & Technical Services (21,562 peers)

Welty, Weaver & Currie, a Professional Corporation multi-year trail

Welty, Weaver & Currie, a Professional Corporation's plans moved +51.5% in assets from 2022 to 2024; this filing shows Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan at $4M / 12 participants.

#8,954
in Professional & Technical Services (21,562 peers)
-14.4%
assets change YoY

The plan reported a net loss of $609K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,623,639 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

Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing 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. Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 942802242 · Welty, Weaver & Currie, a Professional Corporation PY 2022 · 401(k)

Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan · $4M · 12 · 44th

  • BOOK $4M
  • BOOK 12
  • BOOK 44th
  • BOOK 401(k)
  • BOOK near National Marine Suppliers, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #8954

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 →

Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing PlanWelty, Weaver & Currie, a Pr…$4MNational Marine Suppliers, Inc. 401(k) Profit Sharing PlanNational Marine Suppliers, I…$4MStaiman Brothers, Inc. 401(k) PlanStaiman Brothers, Inc. 401(k…$4MQuiet Professionals LLC 401(k) PlanQuiet Professionals LLC 401(…$4MEsb Financial 401(k) Plan$4M
End-of-year total assets ($M) among Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Welty, Weaver & Currie, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Welty, Weaver & Currie, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 51.50234336257006% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.62M $5.49M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 12 $5M
2024 1 13 $5M

Welty, Weaver & Currie, a Professional Corporation filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$609K
Employer EIN942802242
Plan Effective Date1982-03-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Welty, Weaver & Currie, a Professional Corporation 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 ($B) Participants Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.003623639 · Participants: 12Welty, Weaver & Currie, a Professional Corporation 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
Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Welty, Weaver & Currie, a Professional Corporation 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 National Marine Suppliers, Inc. 401(k) Profit Sharing Plan in FL ($4M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan pulled back noticeably - down 14.4% during 2022, from $4M to $4M. Reported net income was -$609K.
How have Welty, Weaver & Currie, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welty, Weaver & Currie, a Professional Corporation's sponsor-wide assets grew 51.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Marine Suppliers, Inc. 401(k) Profit Sharing Plan in FL ($4M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Welty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 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 942802242.

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.