401(k) · DOL Form 5500 · 2023
Jason Wall Dvm, PC 401(k) Plan
Data updated 2026-08-25
- $411K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $41,090
- Avg per participant Low balance/head
Official DOL plan name: Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust · Sponsored by Jason Wall Dvm, PC · Virginia · Professional & Technical Services
$411K in assets, 10 participants
Jason Wall Dvm, PC's Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust reported $411K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,496 in Professional & Technical Services (20,321 peers)
Jason Wall Dvm, PC multi-year trail
Jason Wall Dvm, PC's plans moved +50.6% in assets from 2022 to 2024; this filing shows Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust at $411K / 10 participants.
- #2,496
- in Professional & Technical Services (20,321 peers)
- +24.3%
- assets growth YoY
Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$410,904 16th percentile higher than 16% 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
Jason Wall Dvm PC 401(k) Profit Sharing Plan & 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. Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust reported net income rose from $44K in the plan year 2022 filing to $80K in the plan year 2023 filing.
- Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.
- Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $331K in the plan year 2022 filing to $411K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 263678662 · Jason Wall Dvm, PC PY 2023 · 401(k)
Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust · $411K · 10 · 16th
- NET $411K
- BOOK 10
- VS-ST 16th
- BOY 401(k)
- SCH near Vnm Financial Retirement Plan
- EBSA ind #2496
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 Virginia →
Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Jason Wall Dvm, PC multi-year asset trail
Sponsor-wide plan assets over time
All Jason Wall Dvm, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $498K 50.64899316069198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $331K |
| 2023 | 1 | 10 | $411K |
| 2024 | 1 | 12 | $498K |
Jason Wall Dvm, PC filing trail (2023)
| Total Assets (Beginning of Year) | $331K |
|---|---|
| Net Assets (End of Year) | $411K |
| Net Income | $80K |
| Employer EIN | 263678662 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Jason Wall Dvm PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Vnm Financial Retirement Plan in CA ($411K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($411K here).
- Vnm Financial Retirement Plan (CA) $411K · 1
- Tigerhawk Handyman, Inc. 401(k) Profit Sharing Plan (TX) $411K · 4
- Una Farooq Inc 401(k) Profit Sharing Plan (TX) $411K · 2
- Airdreams Inc 401(k) Plan (NC) $411K · 1
Similar participant headcount
Nearest other-state filings by covered participants (10 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.