401(k) · DOL Form 5500 · 2023
Thomas & Fees Accountancy Corporation 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan · Sponsored by Thomas & Fees Accountancy Corporation · Florida · Professional & Technical Services
$2M in assets, 2 participants
Thomas & Fees Accountancy Corporation's Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,985 in Professional & Technical Services (20,321 peers)
Thomas & Fees Accountancy Corporation multi-year trail
Thomas & Fees Accountancy Corporation's plans moved -23.9% in assets from 2022 to 2024; this filing shows Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan at $2M / 2 participants.
- #5,985
- in Professional & Technical Services (20,321 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $266K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets
Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,460,621 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan reported net income fell from $516K in the plan year 2022 filing to -$266K in the plan year 2023 filing.
- Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 953191120 · Thomas & Fees Accountancy Corporation PY 2023 · 401(k)
Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan · $2M · 2 · 33rd
- VS-ST $2M
- VS-ST 2
- VS-ST 33rd
- VS-ST 401(k)
- VS-ST near 50floor 401(k) Plan
- VS-ST ind #5985
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 Florida →
Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Thomas & Fees Accountancy Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Thomas & Fees Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 23.858485756516572% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Thomas & Fees Accountancy Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$266K |
| Employer EIN | 953191120 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Thomas & Fees Accountancy Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is 50floor 401(k) Plan in GA ($2M); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- 50floor 401(k) Plan (GA) $2M · 128
- Video Voice Data Communications 401(k) Plan (CA) $2M · 263
- Jerry.Ai 401(k) Plan (CA) $2M · 194
- Whitney M Skala Apc 401(k) Profit Sharing Plan & Trust (CA) $2M · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
- Lampa Ventures Retirement Plan (MI) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.