401(k) · DOL Form 5500 · 2023

Walter Jew Cpa PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 30th
Percentile by assets National rank: $952,426
Avg per participant High balance/head

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Official DOL plan name: Walter Jew Cpa PC 401(k) Plan · Sponsored by Walter Jew Cpa PC · Maryland · Professional & Technical Services

$2M in assets, 2 participants

Walter Jew Cpa PC's Walter Jew Cpa PC 401(k) Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#5,214 in Professional & Technical Services (20,321 peers)

Walter Jew Cpa PC multi-year trail

Walter Jew Cpa PC's plans moved +41.2% in assets from 2022 to 2024; this filing shows Walter Jew Cpa PC 401(k) Plan at $2M / 2 participants.

#5,214
in Professional & Technical Services (20,321 peers): +24.9%
assets growth YoY

Walter Jew Cpa PC 401(k) Plan among the smaller filed plans by assets

Walter Jew Cpa PC 401(k) Plan vs every filed plan by assets

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

$1,904,851 30th percentile higher than 30% 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

Walter Jew Cpa PC 401(k) 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. Walter Jew Cpa PC 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Walter Jew Cpa PC 401(k) Plan reported net income rose from -$151K in the plan year 2022 filing to $380K in the plan year 2023 filing.
Walter Jew Cpa PC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203952390 · Walter Jew Cpa PC PY 2023 · 401(k)

Walter Jew Cpa PC 401(k) Plan · $2M · 2 · 30th

TYPE $2M
NET 2
BOOK 30th
VS-ST 401(k)
BOY near Southern Oregon Aspire Inc 403(b) Plan
SCH ind #5214

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 Maryland →

End-of-year total assets ($M) among Walter Jew Cpa PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Walter Jew Cpa PC multi-year asset trail

Latest sponsor-wide plan assets: $2M 41.21100563685438% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$2M
2024	1	2	$2M

Walter Jew Cpa PC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$380K
Employer EIN	203952390
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Walter Jew Cpa PC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Walter Jew Cpa PC 401(k) Plan side-by-side with 3 peers →

Walter Jew Cpa PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Southern Oregon Aspire Inc 403(b) Plan in OR ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Southern Oregon Aspire Inc 403(b) Plan (OR) $2M · 171
Southwest Corrugated, Inc. 401(k) Plan (TX) $2M · 7
Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust (NY) $2M · 3
Dk-Ga Retirement Plan (CO) $2M · 16

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
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

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 Walter Jew Cpa PC 401(k) Plan assets move in 2023? ▼

Walter Jew Cpa PC 401(k) Plan grew sharply - up 24.9% during 2023, from $2M to $2M. Reported net income was $380K.

How have Walter Jew Cpa PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Walter Jew Cpa PC's sponsor-wide assets grew 41.2%, from $2M to $2M.

Which 401(k) plans are similar in size to Walter Jew Cpa PC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Southern Oregon Aspire Inc 403(b) Plan in OR ($2M, 171 participants).

Which 401(k) plans cover a similar participant headcount to Walter Jew Cpa PC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 203952390.