401(k) · DOL Form 5500 · 2023

Thefeld & Associates, Certified Public Accountants 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$209,805
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan · Sponsored by Thefeld & Associates, Certified Public Accountants · California · Professional & Technical Services

$2M in assets, 8 participants

Thefeld & Associates, Certified Public Accountants's Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,898 in Professional & Technical Services (20,321 peers)

Thefeld & Associates, Certified Public Accountants multi-year trail

Thefeld & Associates, Certified Public Accountants's plans moved +34.0% in assets from 2023 to 2024; this filing shows Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan at $2M / 8 participants.

#4,898
in Professional & Technical Services (20,321 peers)
+40.3%
assets growth YoY

Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan among the smaller filed plans by assets

Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,678,436 29th percentile higher than 29% 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

Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 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. Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330595513 · Thefeld & Associates, Certified Public Accountants PY 2023 · 401(k)

Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan · $2M · 8 · 29th

  • IND $2M
  • IND 8
  • IND 29th
  • IND 401(k)
  • IND near Fmg Business Corp. 401(k) Plan
  • IND ind #4898

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 →

Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan in the asset neighbourhood

Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing PlanThefeld & Associates, Certif…$2MFmg Business Corp. 401(k) PlanFmg Business Corp. 401(k) Pl…$2MPounds Partners, Inc. 401(k) Profit Sharing PlanPounds Partners, Inc. 401(k)…$2MC & C Concrete 401(k) Plan$2MJames G. Zupka, Cpa, Inc. Retirement PlanJames G. Zupka, Cpa, Inc. Re…$2M
End-of-year total assets ($M) among Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Thefeld & Associates, Certified Public Accountants multi-year asset trail

Sponsor-wide plan assets over time

All Thefeld & Associates, Certified Public Accountants plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.95083279910583% vs 2023
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 20232024 $1.68M $2.25M ▲ +33.9%
Year Plans Participants Total Assets
2023 1 8 $2M
2024 1 9 $2M

Thefeld & Associates, Certified Public Accountants filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$482K
Employer EIN330595513
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 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 ($B) Participants Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan, Total assets ($B): 0.001678436 · Participants: 8Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 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
Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 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 Fmg Business Corp. 401(k) Plan in NJ ($2M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan assets move in 2023? ▼
Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan surged - up 40.3% during 2023, from $1M to $2M. Reported net income was $482K.
How have Thefeld & Associates, Certified Public Accountants plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Thefeld & Associates, Certified Public Accountants's sponsor-wide assets grew 34.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fmg Business Corp. 401(k) Plan in NJ ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M 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 330595513.

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.