401(k) · DOL Form 5500 · 2024

Thompson Welch Soroko & Gilbert LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
25
Participants Small participant base
64th
Percentile by assets National rank
$578,391
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ltw Retirement Plan · Sponsored by Thompson Welch Soroko & Gilbert LLP · California · Professional & Technical Services

$14M in assets, 25 participants

Thompson Welch Soroko & Gilbert LLP's Ltw Retirement Plan reported $14M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,649 in Professional & Technical Services (20,173 peers)

Thompson Welch Soroko & Gilbert LLP multi-year trail

Thompson Welch Soroko & Gilbert LLP's plans moved +10.2% in assets from 2023 to 2024; this filing shows Ltw Retirement Plan at $14M / 25 participants.

#12,649
in Professional & Technical Services (20,173 peers)
+10.2%
assets growth YoY

Ltw Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ltw Retirement Plan vs every filed plan by assets

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

$14,459,776 Top 36% higher than 64% 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

Ltw Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ltw Retirement Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ltw Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ltw Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Ltw Retirement Plan reported participants fell from 27 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943030781 · Thompson Welch Soroko & Gilbert LLP PY 2024 · 401(k)

Ltw Retirement Plan · $14M · 25 · 64th

  • TYPE $14M
  • NET 25
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Atlantic Medical Management, LLC 401(k) Profit Sharing Plan
  • SCH ind #12649

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 →

Ltw Retirement Plan in the asset neighbourhood

Ltw Retirement Plan$14MAtlantic Medical Management, LLC 401(k) Profit Sharing PlanAtlantic Medical Management,…$14MFlorida Tourism Industry Marketing Corporation, Inc. Dba Visit Florida 401(k) PlanFlorida Tourism Industry Mar…$14MMoss Holding Company 401(k) PlanMoss Holding Company 401(k) …$14MDavid Lawrence Mental Health Center, Inc. 401(k) PlanDavid Lawrence Mental Health…$14M
End-of-year total assets ($M) among Ltw Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Thompson Welch Soroko & Gilbert LLP multi-year asset trail

Sponsor-wide plan assets over time

All Thompson Welch Soroko & Gilbert LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 10.192893896164069% vs 2023
2024 filing year
$12.5M$13M$13.5M$14M$14.5M$15M 20232024 $13.1M $14.5M ▲ +10.2%
Year Plans Participants Total Assets
2023 1 27 $13M
2024 1 25 $14M

Thompson Welch Soroko & Gilbert LLP filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN943030781
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ltw Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ltw Retirement Plan, Total assets ($B): 0.014459776 · Participants: 25Ltw Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ltw Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ltw Retirement Plan side-by-side with 3 peers →

Ltw Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Atlantic Medical Management, LLC 401(k) Profit Sharing Plan in NC ($14M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Ltw Retirement Plan assets move in 2024? ▼
Ltw Retirement Plan grew at a solid clip - up 10.2% during 2024, from $13M to $14M. Reported net income was $1M.
How have Thompson Welch Soroko & Gilbert LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Thompson Welch Soroko & Gilbert LLP's sponsor-wide assets grew 10.2%, from $13M to $14M.
Which 401(k) plans are similar in size to Ltw Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlantic Medical Management, LLC 401(k) Profit Sharing Plan in NC ($14M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Ltw Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 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 943030781.

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.