401(k) · DOL Form 5500 · 2023

John Waddell & Co, Cpas 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: John Waddell & Co, Cpas 401(k) Profit Sharing Plan · Sponsored by John Waddell & Co, Cpas · California · Professional & Technical Services

$4M in assets, 4 participants

John Waddell & Co, Cpas's John Waddell & Co, Cpas 401(k) Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,037 in Professional & Technical Services (20,321 peers)

John Waddell & Co, Cpas multi-year trail

John Waddell & Co, Cpas's plans moved +41.2% in assets from 2022 to 2024; this filing shows John Waddell & Co, Cpas 401(k) Profit Sharing Plan at $4M / 4 participants.

#8,037
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY

John Waddell & Co, Cpas 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,411,034 42nd percentile higher than 42% 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

John Waddell & Co, Cpas 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. John Waddell & Co, Cpas 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Waddell & Co, Cpas 401(k) Profit Sharing Plan reported net income rose from -$296K in the plan year 2022 filing to $703K in the plan year 2023 filing.
  • John Waddell & Co, Cpas 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • John Waddell & Co, Cpas 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942329070 · John Waddell & Co, Cpas PY 2023 · 401(k)

John Waddell & Co, Cpas 401(k) Profit Sharing Plan · $4M · 4 · 42nd

  • TYPE $4M
  • TYPE 4
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Threatadvice, LLC 401(k) Plan
  • TYPE ind #8037

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 →

John Waddell & Co, Cpas 401(k) Profit Sharing Plan in the asset neighbourhood

John Waddell & Co, Cpas 401(k) Profit Sharing PlanJohn Waddell & Co, Cpas 401(…$4MThreatadvice, LLC 401(k) Plan$4MNhea Domestic Workers Retirement PlanNhea Domestic Workers Retire…$4MDyna-Empire LLC Tax Deferred Savings PlanDyna-Empire LLC Tax Deferred…$4MAmino Transport 401(k) Plan$4M
End-of-year total assets ($M) among John Waddell & Co, Cpas 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

John Waddell & Co, Cpas multi-year asset trail

Sponsor-wide plan assets over time

All John Waddell & Co, Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.22125238358363% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.71M $5.24M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $4M
2024 1 4 $5M

John Waddell & Co, Cpas filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$703K
Employer EIN942329070
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John Waddell & Co, Cpas 401(k) Profit Sharing Plan, Total assets ($B): 0.004411034 · Participants: 4John Waddell & Co, Cpas 401(k) Profit Sharing PlanWells 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
John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare John Waddell & Co, Cpas 401(k) Profit Sharing Plan side-by-side with 3 peers →

John Waddell & Co, Cpas 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Threatadvice, LLC 401(k) Plan in AL ($4M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 John Waddell & Co, Cpas 401(k) Profit Sharing Plan assets move in 2023? ▼
John Waddell & Co, Cpas 401(k) Profit Sharing Plan grew sharply - up 19.0% during 2023, from $4M to $4M. Reported net income was $703K.
How have John Waddell & Co, Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Waddell & Co, Cpas's sponsor-wide assets grew 41.2%, from $4M to $5M.
Which 401(k) plans are similar in size to John Waddell & Co, Cpas 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Threatadvice, LLC 401(k) Plan in AL ($4M, 83 participants).
Which 401(k) plans cover a similar participant headcount to John Waddell & Co, Cpas 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 942329070.

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.