401(k) · DOL Form 5500 · 2022

Thomas D. Weddell, Cpa, PC 401(k) Plan

Data updated 2026-08-25

$751K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$375,491
Avg per participant High balance/head
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Official DOL plan name: Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Thomas D. Weddell, Cpa, PC · New York · Professional & Technical Services

$751K in assets, 2 participants

Thomas D. Weddell, Cpa, PC's Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust reported $751K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,925 in Professional & Technical Services (21,562 peers)

Thomas D. Weddell, Cpa, PC multi-year trail

Thomas D. Weddell, Cpa, PC's plans moved +34.6% in assets from 2022 to 2024; this filing shows Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust at $751K / 2 participants.

#3,925
in Professional & Technical Services (21,562 peers)
-8.1%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$750,981 22nd percentile higher than 22% 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

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 753147799 · Thomas D. Weddell, Cpa, PC PY 2022 · 401(k)

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust · $751K · 2 · 22nd

  • BOY $751K
  • BOY 2
  • BOY 22nd
  • BOY 401(k)
  • BOY near Collaborative Retirement Trust
  • BOY ind #3925

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 York →

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and TrustThomas D. Weddell, Cpa, P.C.…$751KCollaborative Retirement TrustCollaborative Retirement Tru…$751KAiram Holdings, Inc. 401(k) PlanAiram Holdings, Inc. 401(k) …$751KCal Capital Corp 401(k) Plan$751KAmerican Beef Packers Inc 401(k) Profit Sharing Plan & TrustAmerican Beef Packers Inc 40…$751K
End-of-year total assets ($M) among Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Thomas D. Weddell, Cpa, PC multi-year asset trail

Sponsor-wide plan assets over time

All Thomas D. Weddell, Cpa, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.59967695587505% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.75M $1.01M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 2 $751K
2023 1 2 $869K
2024 1 2 $1M

Thomas D. Weddell, Cpa, PC filing trail (2022)

Total Assets (Beginning of Year)$817K
Net Assets (End of Year)$751K
Net Income-$66K
Employer EIN753147799
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000750981 · Participants: 2Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Collaborative Retirement Trust in NE ($751K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($751K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 8.1% during 2022, from $817K to $751K. Reported net income was -$66K.
How have Thomas D. Weddell, Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas D. Weddell, Cpa, PC's sponsor-wide assets grew 34.6%, from $751K to $1M.
Where does Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Collaborative Retirement Trust in NE ($751K, 250 participants).
Which 401(k) plans cover a similar participant headcount to Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 753147799.

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.