401(k) · DOL Form 5500 · 2023

Massey Wehr and Company LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$701,569
Avg per participant High balance/head
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Official DOL plan name: Massey Ward and Company Profit Sharing Plan · Sponsored by Massey Wehr and Company LLP · California · Professional & Technical Services

$2M in assets, 3 participants

Massey Wehr and Company LLP's Massey Ward and Company Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,512 in Professional & Technical Services (20,321 peers)

Massey Wehr and Company LLP multi-year trail

Massey Wehr and Company LLP's plans moved +53.0% in assets from 2022 to 2024; this filing shows Massey Ward and Company Profit Sharing Plan at $2M / 3 participants.

#5,512
in Professional & Technical Services (20,321 peers)
+5.8%
assets growth YoY

Massey Ward and Company Profit Sharing Plan among the smaller filed plans by assets

Massey Ward and Company Profit Sharing Plan vs every filed plan by assets

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

$2,104,706 31st percentile higher than 31% 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

Massey Ward and Company 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. Massey Ward and Company Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Massey Ward and Company Profit Sharing Plan reported net income rose from -$260K in the plan year 2022 filing to $116K in the plan year 2023 filing.
  • Massey Ward and Company 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 →

Plan-year Form 5500 strip

Filing strip 330886231 · Massey Wehr and Company LLP PY 2023 · 401(k)

Massey Ward and Company Profit Sharing Plan · $2M · 3 · 31st

  • PHOTO $2M
  • IND 3
  • EOY 31st
  • 5500 401(k)
  • ASSETS near Capital Insurance Holdings, Inc. Retirement Plan
  • PCT ind #5512

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 →

Massey Ward and Company Profit Sharing Plan in the asset neighbourhood

Turf Masters Lawncare 401(k) PlanTurf Masters Lawncare 401(k)…$2MMassey Ward and Company Profit Sharing PlanMassey Ward and Company Prof…$2MCapital Insurance Holdings, Inc. Retirement PlanCapital Insurance Holdings, …$2MOakland Infectious Disease Associates 401(k) Profit Sharing PlanOakland Infectious Disease A…$2MFirst Children, LLC. 401(k) PlanFirst Children, LLC. 401(k) …$2M
End-of-year total assets ($M) among Massey Ward and Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massey Wehr and Company LLP multi-year asset trail

Sponsor-wide plan assets over time

All Massey Wehr and Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 53.010742522425936% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.99M $3.04M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $3M

Massey Wehr and Company LLP filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$116K
Employer EIN330886231
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Massey Ward and Company Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Massey Ward and Company Profit Sharing Plan, Total assets ($B): 0.002104706 · Participants: 3Massey Ward and Company 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
Massey Ward and Company Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Massey Ward and Company Profit Sharing Plan side-by-side with 3 peers →

Massey Ward and Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Capital Insurance Holdings, Inc. Retirement Plan in FL ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Massey Ward and Company Profit Sharing Plan assets move in 2023? ▼
Massey Ward and Company Profit Sharing Plan grew at a solid clip - up 5.8% during 2023, from $2M to $2M. Reported net income was $116K.
How have Massey Wehr and Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massey Wehr and Company LLP's sponsor-wide assets grew 53.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Massey Ward and Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Insurance Holdings, Inc. Retirement Plan in FL ($2M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Massey Ward and Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 330886231.

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.