401(k) · DOL Form 5500 · 2023

Thomas, Judy and Tucker P.a. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
169
Participants Small participant base
75th
Percentile by assets National rank
$131,478
Avg per participant Near avg balance/head
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Official DOL plan name: Thomas, Judy and Tucker 401(k) Profit Sharing Plan · Sponsored by Thomas, Judy and Tucker P.a. · North Carolina · Professional & Technical Services

$22M in assets, 169 participants

Thomas, Judy and Tucker P.a.'s Thomas, Judy and Tucker 401(k) Profit Sharing Plan reported $22M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,154 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Thomas, Judy and Tucker 401(k) Profit Sharing Plan covers 169 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $22M.

#15,154
in Professional & Technical Services (20,321 peers)
+27.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Thomas, Judy and Tucker 401(k) Profit Sharing Plan's outsized position by total assets

Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,219,797 Top 25% higher than 75% 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

Thomas, Judy and Tucker 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas, Judy and Tucker 401(k) Profit Sharing Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas, Judy and Tucker 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Thomas, Judy and Tucker 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Thomas, Judy and Tucker 401(k) Profit Sharing Plan reported participants fell from 171 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561965804 · Thomas, Judy and Tucker P.a. PY 2023 · 401(k)

Thomas, Judy and Tucker 401(k) Profit Sharing Plan · $22M · 169 · 75th

  • PHOTO $22M
  • PHOTO 169
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near National Public Media, LLC 401(k) Savings Plan
  • PHOTO ind #15154

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 North Carolina →

Thomas, Judy and Tucker 401(k) Profit Sharing Plan in the asset neighbourhood

Thomas, Judy and Tucker 401(k) Profit Sharing PlanThomas, Judy and Tucker 401(…$22MNational Public Media, LLC 401(k) Savings PlanNational Public Media, LLC 4…$22MSullivan & Worcester LLP Savings and Investment Plan for AssociatesSullivan & Worcester LLP Sav…$22MHaws Retirement Plan$22MAdvance Turning & Manufacturing, Inc. 401(k) PlanAdvance Turning & Manufactur…$22M
End-of-year total assets ($M) among Thomas, Judy and Tucker 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN561965804
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas, Judy and Tucker P.a.)

Sponsor-wide plan assets over time

All Thomas, Judy and Tucker P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 51.931901899167734% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $26.5M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 171 $17M
2023 1 169 $22M
2024 1 198 $26M

Nearby 401(k) Plans in North Carolina

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

Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Thomas, Judy and Tucker 401(k) Profit Sharing Plan, Total assets ($B): 0.022219797 · Participants: 169Thomas, Judy and Tucker 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Thomas, Judy and Tucker 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thomas, Judy and Tucker 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is National Public Media, LLC 401(k) Savings Plan in DC ($22M); by covered participants it is Color Image Apparel, Inc. 401(k) Profit Sharing Plan in CA (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Thomas, Judy and Tucker 401(k) Profit Sharing Plan assets move in 2023? ▼
Thomas, Judy and Tucker 401(k) Profit Sharing Plan grew sharply - up 27.6% during 2023, from $17M to $22M. Reported net income was $5M.
How have Thomas, Judy and Tucker P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas, Judy and Tucker P.a.'s sponsor-wide assets grew 51.9%, from $17M to $26M.
Where does Thomas, Judy and Tucker 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Thomas, Judy and Tucker 401(k) Profit Sharing Plan ranks in the 75th 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 Thomas, Judy and Tucker 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Public Media, LLC 401(k) Savings Plan in DC ($22M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Thomas, Judy and Tucker 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Color Image Apparel, Inc. 401(k) Profit Sharing Plan in CA (169 participants, $3M 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 561965804.

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.