401(k) · DOL Form 5500 · 2024

Thomas, Judy and Tucker P.a. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
198
Participants Below avg headcount
75th
Percentile by assets National rank
$133,580
Avg per participant Near avg balance/head
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Official DOL plan name: Thomas, Judy and Tucker 401(k) Profit Sharing Plan · Sponsored by Thomas, Judy and Tucker P.a. · North Carolina · Professional & Technical Services

$26M in assets, 198 participants

Thomas, Judy and Tucker P.a.'s Thomas, Judy and Tucker 401(k) Profit Sharing Plan reported $26M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,179 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Thomas, Judy and Tucker 401(k) Profit Sharing Plan covers 198 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $26M.

#15,179
in Professional & Technical Services (20,173 peers)
+19.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Thomas, Judy and Tucker 401(k) Profit Sharing Plan's outsized position by total assets

Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,448,936 Top 25% higher than 75% 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, Judy and Tucker 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas, Judy and Tucker 401(k) Profit Sharing Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thomas, Judy and Tucker 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Thomas, Judy and Tucker 401(k) Profit Sharing Plan reported participants rose from 169 in the plan year 2023 filing to 198 in the plan year 2024 filing.
  • Thomas, Judy and Tucker 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561965804 · Thomas, Judy and Tucker P.a. PY 2024 · 401(k)

Thomas, Judy and Tucker 401(k) Profit Sharing Plan · $26M · 198 · 75th

  • SCH $26M
  • EBSA 198
  • PART 75th
  • TYPE 401(k)
  • NET near Wisler Pearlstine, LLP 401(k) Profit Sharing Plan
  • BOOK ind #15179

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 North Carolina →

Thomas, Judy and Tucker 401(k) Profit Sharing Plan in the asset neighbourhood

Thomas, Judy and Tucker 401(k) Profit Sharing PlanThomas, Judy and Tucker 401(…$26MWisler Pearlstine, LLP 401(k) Profit Sharing PlanWisler Pearlstine, LLP 401(k…$26MAxa Assistance USA, Inc. 401(k) PlanAxa Assistance USA, Inc. 401…$26MMccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & TrustMccreary,Veselka,Bragg & All…$26MKirkpatrick Companies Savings Incentive & Profit Sharing PlanKirkpatrick Companies Saving…$26M
End-of-year total assets ($M) among Thomas, Judy and Tucker 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN561965804
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas, Judy and Tucker P.a.)

Sponsor-wide plan assets over time

All Thomas, Judy and Tucker P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 51.931901899167734% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $26.5M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 171 $17M
2023 1 169 $22M
2024 1 198 $26M

Nearby 401(k) Plans in North Carolina

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

Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Thomas, Judy and Tucker 401(k) Profit Sharing Plan, Total assets ($B): 0.026448936 · Participants: 198Thomas, Judy and Tucker 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Thomas, Judy and Tucker 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Thomas, Judy and Tucker 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thomas, Judy and Tucker 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wisler Pearlstine, LLP 401(k) Profit Sharing Plan in PA ($26M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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, Judy and Tucker 401(k) Profit Sharing Plan assets move in 2024? ▼
Thomas, Judy and Tucker 401(k) Profit Sharing Plan grew sharply - up 19.0% during 2024, from $22M to $26M. Reported net income was $4M.
How have Thomas, Judy and Tucker P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas, Judy and Tucker P.a.'s sponsor-wide assets grew 51.9%, from $17M to $26M.
Where does Thomas, Judy and Tucker 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Thomas, Judy and Tucker 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Thomas, Judy and Tucker 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisler Pearlstine, LLP 401(k) Profit Sharing Plan in PA ($26M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Thomas, Judy and Tucker 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alltrails 401(k) Plan in CA (198 participants, $19M 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 561965804.

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.