401(k) · DOL Form 5500 · 2023

Tom Dodson & Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$545,216
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust · Sponsored by Tom Dodson & Associates · California · Professional & Technical Services

$2M in assets, 3 participants

Tom Dodson & Associates's Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,833 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust holds $2M for 3 participants - about $545,216 per participant, in the lower half of filed plans by assets.

#4,833
in Professional & Technical Services (20,321 peers)
+0.3%
assets growth YoY

Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,635,649 28th percentile higher than 28% of 127,068 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 2023

Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust reported net income fell from $17K in the plan year 2022 filing to $5K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330047287 · Tom Dodson & Associates PY 2023 · 401(k)

Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust · $2M · 3 · 28th

  • BOOK $2M
  • BOOK 3
  • BOOK 28th
  • BOOK 401(k)
  • BOOK near Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan
  • BOOK ind #4833

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 →

Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Tom Dodson & Associates 401(k) Profit Sharing Plan and TrustTom Dodson & Associates 401(…$2MBlalock-Coleman Funeral Home and Cremation Services Inc. 401(k) PlanBlalock-Coleman Funeral Home…$2MThe Deaton Group II Incorporated 401(k) PlanThe Deaton Group II Incorpor…$2MHealth Holdings, LLC 401(k) Profit Sharing PlanHealth Holdings, LLC 401(k) …$2MDorothy L. Mott Law Office, LLC 401(k) PlanDorothy L. Mott Law Office, …$2M
End-of-year total assets ($M) among Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$5K
Employer EIN330047287
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tom Dodson & Associates)

Sponsor-wide plan assets over time

All Tom Dodson & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.3372078186574013% vs 2022
2023 filing year
$1.63M$1.63M$1.64M$1.64M$1.65M 20222023 $1.63M $1.64M ▲ +0.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M

Nearby 401(k) Plans in California

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

Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001635649 · Participants: 3Tom Dodson & Associates 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan in KY ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust held essentially flat - up 0.3% during 2023, from $2M to $2M. Reported net income was $5K.
How have Tom Dodson & Associates plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Tom Dodson & Associates's sponsor-wide assets grew 0.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan in KY ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330047287.

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.