401(k) · DOL Form 5500 · 2024
Thefeld & Associates, Certified Public Accountants 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $249,809
- Avg per participant Above avg balance/head
Official DOL plan name: Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan · Sponsored by Thefeld & Associates, Certified Public Accountants · California · Professional & Technical Services
$2M in assets, 9 participants
Thefeld & Associates, Certified Public Accountants's Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,364 in Professional & Technical Services (20,173 peers)
Thefeld & Associates, Certified Public Accountants multi-year trail
Thefeld & Associates, Certified Public Accountants's plans moved +34.0% in assets from 2023 to 2024; this filing shows Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan at $2M / 9 participants.
- #5,364
- in Professional & Technical Services (20,173 peers)
- +34.0%
- assets growth YoY
Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan among the smaller filed plans by assets
Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,248,279 31st percentile higher than 31% 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
Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing 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. Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan reported net income rose from $482K in the plan year 2023 filing to $570K in the plan year 2024 filing.
- Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330595513 · Thefeld & Associates, Certified Public Accountants PY 2024 · 401(k)
Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan · $2M · 9 · 31st
- EOY $2M
- EOY 9
- EOY 31st
- EOY 401(k)
- EOY near Care Accounting, Inc. 401(k) Profit Sharing Plan
- EOY ind #5364
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 →
Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan in the asset neighbourhood
Thefeld & Associates, Certified Public Accountants multi-year asset trail
Sponsor-wide plan assets over time
All Thefeld & Associates, Certified Public Accountants plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 33.95083279910583% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 9 | $2M |
Thefeld & Associates, Certified Public Accountants filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $570K |
| Employer EIN | 330595513 |
| Plan Effective Date | 2004-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Care Accounting, Inc. 401(k) Profit Sharing Plan in PA ($2M); 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 ($2M 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.