401(k) · DOL Form 5500 · 2023

J David Thomas Cpa Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$450,077
Avg per participant High balance/head
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Official DOL plan name: J David Thomas Cpa Inc 401(k) Profit Sharing Plan · Sponsored by J David Thomas Cpa Inc · California · Professional & Technical Services

$2M in assets, 5 participants

J David Thomas Cpa Inc's J David Thomas Cpa Inc 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,694 in Professional & Technical Services (20,321 peers)

J David Thomas Cpa Inc multi-year trail

J David Thomas Cpa Inc's plans moved +22.5% in assets from 2022 to 2024; this filing shows J David Thomas Cpa Inc 401(k) Profit Sharing Plan at $2M / 5 participants.

#5,694
in Professional & Technical Services (20,321 peers)
+10.9%
assets growth YoY

J David Thomas Cpa Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

J David Thomas Cpa Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,250,384 32nd percentile higher than 32% 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

J David Thomas Cpa Inc 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. J David Thomas Cpa Inc 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J David Thomas Cpa Inc 401(k) Profit Sharing Plan reported net income rose from $157K in the plan year 2022 filing to $221K in the plan year 2023 filing.
  • J David Thomas Cpa Inc 401(k) Profit Sharing 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 →

Form 5500 schedule snapshot

Filing strip 510438767 · J David Thomas Cpa Inc PY 2023 · 401(k)

J David Thomas Cpa Inc 401(k) Profit Sharing Plan · $2M · 5 · 32nd

  • BOOK $2M
  • BOOK 5
  • BOOK 32nd
  • BOOK 401(k)
  • BOOK near Measure Health Innovations 401(k) Plan
  • BOOK ind #5694

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 →

J David Thomas Cpa Inc 401(k) Profit Sharing Plan in the asset neighbourhood

J David Thomas Cpa Inc 401(k) Profit Sharing PlanJ David Thomas Cpa Inc 401(k…$2MMeasure Health Innovations 401(k) PlanMeasure Health Innovations 4…$2MQuest USA 401(k) Plan$2MNam Dae Mun Farmers Market 401(k) PlanNam Dae Mun Farmers Market 4…$2M401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc.401(k) Profit Sharing Plan f…$2M
End-of-year total assets ($M) among J David Thomas Cpa Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J David Thomas Cpa Inc multi-year asset trail

Sponsor-wide plan assets over time

All J David Thomas Cpa Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.516324942857157% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2.03M $2.49M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $2M

J David Thomas Cpa Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$221K
Employer EIN510438767
Plan Effective Date1995-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

J David Thomas Cpa Inc 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 ($B) Participants J David Thomas Cpa Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.002250384 · Participants: 5J David Thomas Cpa Inc 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
J David Thomas Cpa Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J David Thomas Cpa Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

J David Thomas Cpa Inc 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 Measure Health Innovations 401(k) Plan in OK ($2M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 J David Thomas Cpa Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
J David Thomas Cpa Inc 401(k) Profit Sharing Plan grew at a solid clip - up 10.9% during 2023, from $2M to $2M. Reported net income was $221K.
How have J David Thomas Cpa Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J David Thomas Cpa Inc's sponsor-wide assets grew 22.5%, from $2M to $2M.
Which 401(k) plans are similar in size to J David Thomas Cpa Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Measure Health Innovations 401(k) Plan in OK ($2M, 152 participants).
Which 401(k) plans cover a similar participant headcount to J David Thomas Cpa Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 510438767.

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.