401(k) · DOL Form 5500 · 2024

John Waddell & Co, Cpas 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
43rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: John Waddell & Co, Cpas 401(k) Profit Sharing Plan · Sponsored by John Waddell & Co, Cpas · California · Professional & Technical Services

$5M in assets, 4 participants

John Waddell & Co, Cpas's John Waddell & Co, Cpas 401(k) Profit Sharing Plan reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,141 in Professional & Technical Services (20,173 peers)

John Waddell & Co, Cpas multi-year trail

John Waddell & Co, Cpas's plans moved +41.2% in assets from 2022 to 2024; this filing shows John Waddell & Co, Cpas 401(k) Profit Sharing Plan at $5M / 4 participants.

#8,141
in Professional & Technical Services (20,173 peers)
+18.7%
assets growth YoY

John Waddell & Co, Cpas 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,236,734 43rd percentile higher than 43% 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

John Waddell & Co, Cpas 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. John Waddell & Co, Cpas 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John Waddell & Co, Cpas 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • John Waddell & Co, Cpas 401(k) Profit Sharing Plan reported net income rose from $703K in the plan year 2023 filing to $826K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942329070 · John Waddell & Co, Cpas PY 2024 · 401(k)

John Waddell & Co, Cpas 401(k) Profit Sharing Plan · $5M · 4 · 43rd

  • PCT $5M
  • PCT 4
  • PCT 43rd
  • PCT 401(k)
  • PCT near Riverside Investors Corp. 401(k) Profit Sharing Plan and Trust
  • PCT ind #8141

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 →

John Waddell & Co, Cpas 401(k) Profit Sharing Plan in the asset neighbourhood

John Waddell & Co, Cpas 401(k) Profit Sharing PlanJohn Waddell & Co, Cpas 401(…$5MRiverside Investors Corp. 401(k) Profit Sharing Plan and TrustRiverside Investors Corp. 40…$5MPete King 401(k) Plan$5MLuster Products, Inc 401(k) Profit Sharing PlanLuster Products, Inc 401(k) …$5MCenturion American Development Group 401(k) PlanCenturion American Developme…$5M
End-of-year total assets ($M) among John Waddell & Co, Cpas 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

John Waddell & Co, Cpas multi-year asset trail

Sponsor-wide plan assets over time

All John Waddell & Co, Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.22125238358363% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.71M $5.24M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $4M
2024 1 4 $5M

John Waddell & Co, Cpas filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$826K
Employer EIN942329070
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants John Waddell & Co, Cpas 401(k) Profit Sharing Plan, Total assets ($B): 0.005236734 · Participants: 4John Waddell & Co, Cpas 401(k) Profit Sharing 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
John Waddell & Co, Cpas 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare John Waddell & Co, Cpas 401(k) Profit Sharing Plan side-by-side with 3 peers →

John Waddell & Co, Cpas 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 Riverside Investors Corp. 401(k) Profit Sharing Plan and Trust in FL ($5M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 John Waddell & Co, Cpas 401(k) Profit Sharing Plan assets move in 2024? ▼
John Waddell & Co, Cpas 401(k) Profit Sharing Plan grew sharply - up 18.7% during 2024, from $4M to $5M. Reported net income was $826K.
How have John Waddell & Co, Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Waddell & Co, Cpas's sponsor-wide assets grew 41.2%, from $4M to $5M.
Which 401(k) plans are similar in size to John Waddell & Co, Cpas 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riverside Investors Corp. 401(k) Profit Sharing Plan and Trust in FL ($5M, 2 participants).
Which 401(k) plans cover a similar participant headcount to John Waddell & Co, Cpas 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 942329070.

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.