401(k) · DOL Form 5500 · 2022

Thomas, Judy and Tucker P.a. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
171
Participants Small participant base
75th
Percentile by assets National rank
$101,804
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thomas, Judy and Tucker 401(k) Profit Sharing Plan · Sponsored by Thomas, Judy and Tucker P.a. · North Carolina · Professional & Technical Services

$17M in assets, 171 participants

Thomas, Judy and Tucker P.a.'s Thomas, Judy and Tucker 401(k) Profit Sharing Plan reported $17M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,188 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Thomas, Judy and Tucker 401(k) Profit Sharing Plan covers 171 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.

#16,188
in Professional & Technical Services (21,562 peers)
-8.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thomas, Judy and Tucker 401(k) Profit Sharing Plan's outsized position by total assets

Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,408,415 Top 25% higher than 75% 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, Judy and Tucker 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas, Judy and Tucker 401(k) Profit Sharing Plan sits mid-pack in the medium band (171 participants).

Plan-year Form 5500 strip

Filing strip 561965804 · Thomas, Judy and Tucker P.a. PY 2022 · 401(k)

Thomas, Judy and Tucker 401(k) Profit Sharing Plan · $17M · 171 · 75th

  • BOY $17M
  • BOY 171
  • BOY 75th
  • BOY 401(k)
  • BOY near Ayres Group 401(k) Savings & Investment Plan
  • BOY ind #16188

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 →

Thomas, Judy and Tucker 401(k) Profit Sharing Plan in the asset neighbourhood

Thomas, Judy and Tucker 401(k) Profit Sharing PlanThomas, Judy and Tucker 401(…$17MAyres Group 401(k) Savings & Investment PlanAyres Group 401(k) Savings &…$17MKenmode Tool and Engineering, Inc. 401(k) PlanKenmode Tool and Engineering…$17MDennis K. Burke, Inc. Profit Sharing and 401(k) PlanDennis K. Burke, Inc. Profit…$17MUniversal Fibers, Inc. Associates Savings PlanUniversal Fibers, Inc. Assoc…$17M
End-of-year total assets ($M) among Thomas, Judy and Tucker 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN561965804
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas, Judy and Tucker P.a.)

Sponsor-wide plan assets over time

All Thomas, Judy and Tucker P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 51.931901899167734% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $26.5M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 171 $17M
2023 1 169 $22M
2024 1 198 $26M

Nearby 401(k) Plans in North Carolina

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

Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Thomas, Judy and Tucker 401(k) Profit Sharing Plan, Total assets ($B): 0.017408415 · Participants: 171Thomas, Judy and Tucker 401(k) Profit Sharing 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
Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Thomas, Judy and Tucker 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thomas, Judy and Tucker 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ayres Group 401(k) Savings & Investment Plan in CA ($17M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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, Judy and Tucker 401(k) Profit Sharing Plan assets move in 2022? ▼
Thomas, Judy and Tucker 401(k) Profit Sharing Plan pulled back noticeably - down 8.0% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Thomas, Judy and Tucker P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas, Judy and Tucker P.a.'s sponsor-wide assets grew 51.9%, from $17M to $26M.
Where does Thomas, Judy and Tucker 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Thomas, Judy and Tucker 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Thomas, Judy and Tucker 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ayres Group 401(k) Savings & Investment Plan in CA ($17M, 724 participants).
Which 401(k) plans cover a similar participant headcount to Thomas, Judy and Tucker 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 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 561965804.

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.