401(k) · DOL Form 5500 · 2023

Trimble Weist Dye & Ezra Cpas 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8
Participants Small participant base
49th
Percentile by assets National rank
$780,505
Avg per participant High balance/head
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Official DOL plan name: Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust · Sponsored by Trimble Weist Dye & Ezra Cpas · Colorado · Professional & Technical Services

$6M in assets, 8 participants

Trimble Weist Dye & Ezra Cpas's Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,541 in Professional & Technical Services (20,321 peers)

Trimble Weist Dye & Ezra Cpas multi-year trail

Trimble Weist Dye & Ezra Cpas's plans moved +40.6% in assets from 2022 to 2024; this filing shows Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust at $6M / 8 participants.

#9,541
in Professional & Technical Services (20,321 peers)
+23.1%
assets growth YoY

Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,244,043 49th percentile higher than 49% 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

Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust reported net income rose from -$862K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841063568 · Trimble Weist Dye & Ezra Cpas PY 2023 · 401(k)

Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust · $6M · 8 · 49th

  • ASSETS $6M
  • ASSETS 8
  • ASSETS 49th
  • ASSETS 401(k)
  • ASSETS near Kenlee Precision Corporation 401(k) Plan
  • ASSETS ind #9541

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 Colorado →

Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & TrustTrimble Weist Dye & Ezra Cpa…$6MKenlee Precision Corporation 401(k) PlanKenlee Precision Corporation…$6MLandmark 401(k) Plan$6MRa Cummings 401(k) Plan$6MPetersen Health Care, Inc. 401(k) PlanPetersen Health Care, Inc. 4…$6M
End-of-year total assets ($M) among Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trimble Weist Dye & Ezra Cpas multi-year asset trail

Sponsor-wide plan assets over time

All Trimble Weist Dye & Ezra Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.599486726371865% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.07M $7.13M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $6M
2024 1 8 $7M

Trimble Weist Dye & Ezra Cpas filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN841063568
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006244043 · Participants: 8Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Kenlee Precision Corporation 401(k) Plan in MD ($6M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M 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 Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust grew sharply - up 23.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Trimble Weist Dye & Ezra Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trimble Weist Dye & Ezra Cpas's sponsor-wide assets grew 40.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kenlee Precision Corporation 401(k) Plan in MD ($6M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Trimble Weist Dye & Ezra Cpas 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 841063568.

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.