401(k) · DOL Form 5500 · 2024
Touma Watson Whaling & Coury, P.C. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $629,147
- Avg per participant High balance/head
Official DOL plan name: Touma Watson Whaling & Coury, P.C. 401(k) Plan · Sponsored by Touma Watson Whaling & Coury, P.C. · Michigan · Professional & Technical Services
$6M in assets, 9 participants
Touma Watson Whaling & Coury, P.C.'s Touma Watson Whaling & Coury, P.C. 401(k) Plan reported $6M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,477 in Professional & Technical Services (20,173 peers)
Touma Watson Whaling & Coury, P.C. multi-year trail
Touma Watson Whaling & Coury, P.C.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows Touma Watson Whaling & Coury, P.C. 401(k) Plan at $6M / 9 participants.
- #8,477
- in Professional & Technical Services (20,173 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Touma Watson Whaling & Coury, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Touma Watson Whaling & Coury, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,662,319 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Touma Watson Whaling & Coury, P.C. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Touma Watson Whaling & Coury, P.C. 401(k) Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Touma Watson Whaling & Coury, P.C. 401(k) Plan reported net income fell from $918K in the plan year 2023 filing to -$43K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 382894221 · Touma Watson Whaling & Coury, P.C. PY 2024 · 401(k)
Touma Watson Whaling & Coury, P.C. 401(k) Plan · $6M · 9 · 44th
- IND $6M
- EOY 9
- 5500 44th
- ASSETS 401(k)
- PCT near Msp Real Estate 401(k) Plan
- EIN ind #8477
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 Michigan →
Touma Watson Whaling & Coury, P.C. 401(k) Plan in the asset neighbourhood
Touma Watson Whaling & Coury, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Touma Watson Whaling & Coury, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 18.26621306686573% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $5M |
| 2023 | 1 | 9 | $6M |
| 2024 | 1 | 9 | $6M |
Touma Watson Whaling & Coury, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$43K |
| Employer EIN | 382894221 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Touma Watson Whaling & Coury, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Msp Real Estate 401(k) Plan in WI ($6M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 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 (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.