401(k) · DOL Form 5500 · 2023

Severson & Werson 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
70
Participants Small participant base
86th
Percentile by assets National rank
$736,607
Avg per participant High balance/head
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Official DOL plan name: Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan · Sponsored by Severson & Werson · California · Professional & Technical Services

$52M in assets, 70 participants

Severson & Werson's Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan reported $52M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,661 in Professional & Technical Services (20,321 peers)

Where Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan sits by assets

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan sits in the top quartile of all filed plans by assets, $52M for 70 participants (~$736,607/participant), up 7.3% in 2023.

#17,661
in Professional & Technical Services (20,321 peers)
+7.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan's outsized position by total assets

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan vs every filed plan by assets

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

$51,562,463 Top 14% higher than 86% 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

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral 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. Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan reported net income rose from -$12M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan reported participants fell from 80 in the plan year 2022 filing to 70 in the plan year 2023 filing.
  • Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan end-of-year assets rose from $48M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942774518 · Severson & Werson PY 2023 · 401(k)

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan · $52M · 70 · 86th

  • BOOK $52M
  • VS-ST 70
  • BOY 86th
  • SCH 401(k)
  • EBSA near Mortenson Dental Partners 401(k) Plan
  • PART ind #17661

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 →

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan in the asset neighbourhood

Mortenson Dental Partners 401(k) PlanMortenson Dental Partners 40…$52MWaukesha State Bank Employees' 401(k) Profit Sharing PlanWaukesha State Bank Employee…$52MSeverson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral PlanSeverson & Werson, a Profess…$52MStroock & Stroock & Lavan LLP Retirement Plan and Trust for PartnersStroock & Stroock & Lavan LL…$52MG.W. Lisk Company, Inc. Employees' Savings & Investment PlanG.W. Lisk Company, Inc. Empl…$52M
End-of-year total assets ($M) among Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$3M
Employer EIN942774518
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Severson & Werson)

Sponsor-wide plan assets over time

All Severson & Werson plans reported in each filing year

Latest sponsor-wide plan assets
$53M 9.876404679268987% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $48.1M $52.8M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 80 $48M
2023 1 70 $52M
2024 1 57 $53M

Nearby 401(k) Plans in California

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

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan, Total assets ($B): 0.051562463 · Participants: 70Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral 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
Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan side-by-side with 3 peers →

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mortenson Dental Partners 401(k) Plan in KY ($52M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan assets move in 2023? ▼
Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan grew at a solid clip - up 7.3% during 2023, from $48M to $52M. Reported net income was $3M.
How have Severson & Werson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Severson & Werson's sponsor-wide assets grew 9.9%, from $48M to $53M.
Where does Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan rank by assets among Form 5500 filers? ▼
Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan ranks in the 86th 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 Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mortenson Dental Partners 401(k) Plan in KY ($52M, 1,958 participants).
Which 401(k) plans cover a similar participant headcount to Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 942774518.

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.