401(k) · DOL Form 5500 · 2024

Thomas W. Daniels & Co., P.C. 401(k) Plan

Data updated 2026-08-25

$989K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$197,882
Avg per participant Above avg balance/head
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Official DOL plan name: Thomas W. Daniels & Co., P.C. 401(k) Plan · Sponsored by Thomas W. Daniels & Co., P.C. · Indiana · Professional & Technical Services

$989K in assets, 5 participants

Thomas W. Daniels & Co., P.C.'s Thomas W. Daniels & Co., P.C. 401(k) Plan reported $989K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,645 in Professional & Technical Services (20,173 peers)

Thomas W. Daniels & Co., P.C. multi-year trail

Thomas W. Daniels & Co., P.C.'s plans moved -10.4% in assets from 2022 to 2024; this filing shows Thomas W. Daniels & Co., P.C. 401(k) Plan at $989K / 5 participants.

#3,645
in Professional & Technical Services (20,173 peers)
-12.3%
assets change YoY

The plan reported a net loss of $138K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thomas W. Daniels & Co., P.C. 401(k) Plan among the smaller filed plans by assets

Thomas W. Daniels & Co., P.C. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$989,412 23rd percentile higher than 23% of 123,620 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 2024

Thomas W. Daniels & Co., 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. Thomas W. Daniels & Co., P.C. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thomas W. Daniels & Co., P.C. 401(k) Plan reported net income fell from $23K in the plan year 2023 filing to -$138K in the plan year 2024 filing.
  • Thomas W. Daniels & Co., P.C. 401(k) Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Thomas W. Daniels & Co., P.C. 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $989K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351937610 · Thomas W. Daniels & Co., P.C. PY 2024 · 401(k)

Thomas W. Daniels & Co., P.C. 401(k) Plan · $989K · 5 · 23rd

  • BOY $989K
  • SCH 5
  • EBSA 23rd
  • PART 401(k)
  • TYPE near Rusalka, Inc. 401(k) Profit Sharing Plan
  • NET ind #3645

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 Indiana →

Thomas W. Daniels & Co., P.C. 401(k) Plan in the asset neighbourhood

Thomas W. Daniels & Co., P.C. 401(k) PlanThomas W. Daniels & Co., P.C…$989KRusalka, Inc. 401(k) Profit Sharing PlanRusalka, Inc. 401(k) Profit …$990KJrs Auto City Inc 401(k) Profit Sharing PlanJrs Auto City Inc 401(k) Pro…$990KBoys & Girls Clubs of St. Lucie County 401(k) PlanBoys & Girls Clubs of St. Lu…$989KBest Commerce Solutions, Inc. Retirement PlanBest Commerce Solutions, Inc…$990K
End-of-year total assets ($M) among Thomas W. Daniels & Co., P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Thomas W. Daniels & Co., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Thomas W. Daniels & Co., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$989K 10.446593997804184% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $1.1M $0.99M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 5 $989K

Thomas W. Daniels & Co., P.C. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$989K
Net Income-$138K
Employer EIN351937610
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Thomas W. Daniels & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Thomas W. Daniels & Co., P.C. 401(k) Plan, Total assets ($B): 0.000989412 · Participants: 5Thomas W. Daniels & Co., P.C. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Thomas W. Daniels & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Thomas W. Daniels & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Thomas W. Daniels & Co., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Rusalka, Inc. 401(k) Profit Sharing Plan in FL ($990K); by covered participants it is Manzanita Private Investment Corporation 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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.

Frequently Asked Questions

How did Thomas W. Daniels & Co., P.C. 401(k) Plan assets move in 2024? ▼
Thomas W. Daniels & Co., P.C. 401(k) Plan pulled back noticeably - down 12.3% during 2024, from $1M to $989K. Reported net income was -$138K.
How have Thomas W. Daniels & Co., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas W. Daniels & Co., P.C.'s sponsor-wide assets declined 10.4%, from $1M to $989K.
Where does Thomas W. Daniels & Co., P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Thomas W. Daniels & Co., P.C. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Thomas W. Daniels & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rusalka, Inc. 401(k) Profit Sharing Plan in FL ($990K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Thomas W. Daniels & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manzanita Private Investment Corporation 401(k) Plan in TX (5 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351937610.

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.