401(k) · DOL Form 5500 · 2023

Todd & Weld LLP 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
77
Participants Small participant base
80th
Percentile by assets National rank
$427,068
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Todd & Weld 401(k) Profit Sharing Plan · Sponsored by Todd & Weld LLP · Massachusetts · Professional & Technical Services

$33M in assets, 77 participants

Todd & Weld LLP's Todd & Weld 401(k) Profit Sharing Plan reported $33M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,469 in Professional & Technical Services (20,321 peers)

Where Todd & Weld 401(k) Profit Sharing Plan sits by assets

Todd & Weld 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $33M for 77 participants (~$427,068/participant), up 19.5% in 2023.

#16,469
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Todd & Weld 401(k) Profit Sharing Plan's outsized position by total assets

Todd & Weld 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,884,241 Top 20% higher than 80% 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

Todd & Weld 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Todd & Weld 401(k) Profit Sharing Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Todd & Weld 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Todd & Weld 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Todd & Weld 401(k) Profit Sharing Plan reported participants fell from 82 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043148107 · Todd & Weld LLP PY 2023 · 401(k)

Todd & Weld 401(k) Profit Sharing Plan · $33M · 77 · 80th

  • EIN $33M
  • RANK 77
  • PHOTO 80th
  • IND 401(k)
  • EOY near Carson Medical Group 401(k) Retirement Plan
  • 5500 ind #16469

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 Massachusetts →

Todd & Weld 401(k) Profit Sharing Plan in the asset neighbourhood

Carson Medical Group 401(k) Retirement PlanCarson Medical Group 401(k) …$33MForms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustForms & Surfaces Inc. 401(k)…$33MSibcy Cline, Inc. and Affiliated Companies 401(k) Profit Sharing PlanSibcy Cline, Inc. and Affili…$33MTodd & Weld 401(k) Profit Sharing PlanTodd & Weld 401(k) Profit Sh…$33MSila Services LLC 401(k) Plan$33M
End-of-year total assets ($M) among Todd & Weld 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN043148107
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Todd & Weld LLP)

Sponsor-wide plan assets over time

All Todd & Weld LLP plans reported in each filing year

Latest sponsor-wide plan assets
$33M 20.72118756218074% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.5M $33.2M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 82 $28M
2023 1 77 $33M
2024 1 83 $33M

Nearby 401(k) Plans in Massachusetts

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

Todd & Weld 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Todd & Weld 401(k) Profit Sharing Plan, Total assets ($B): 0.032884241 · Participants: 77Todd & Weld 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Todd & Weld 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Todd & Weld 401(k) Profit Sharing Plan side-by-side with 3 peers →

Todd & Weld 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Carson Medical Group 401(k) Retirement Plan in NV ($33M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Todd & Weld 401(k) Profit Sharing Plan assets move in 2023? ▼
Todd & Weld 401(k) Profit Sharing Plan grew sharply - up 19.5% during 2023, from $28M to $33M. Reported net income was $5M.
How have Todd & Weld LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Todd & Weld LLP's sponsor-wide assets grew 20.7%, from $28M to $33M.
Where does Todd & Weld 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Todd & Weld 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Todd & Weld 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carson Medical Group 401(k) Retirement Plan in NV ($33M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Todd & Weld 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 043148107.

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.