401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$26M
Total assets
198
Participants
75th
Percentile by assets
$133,580
Avg per participant
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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.

  • 75th percentile by assets (of 123,622 plans)
  • #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.

$26M
total plan assets (2024 EOY)
198
covered participants
75th
percentile by assets (of 123,622 plans)
$133,580
avg assets per participant

Where Thomas, Judy and Tucker 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Professional & Technical Services

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Thomas, Judy and Tucker 401(k) Profit Sharing Plan reports 198 participants - about 24% of that state average ($26M EOY assets).

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.)

$15M$20M$25M$30M 202220232024 $17.4M $26.5M ▲ +51.9%
Total plan assets by year, all Thomas, Judy and Tucker P.a. plans on file
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 ($B) Participants Thomas, Judy and Tuc…, Total assets ($B): 0.026448936 · Participants: 198Thomas, Judy and Tuc…The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
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 Sh… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Thomas, Judy and Tucker 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Thomas, Judy and Tucker 401(k) Profit Sh…

Filing takeaways

Ways to act on Thomas, Judy and Tucker 401(k) Profit Sharing Plan's numbers.

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.