401(k) · DOL Form 5500 · 2024
Methfessel & Werbel, P.C. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $311,953
- Avg per participant High balance/head
Official DOL plan name: Methfessel & Werbel PC 401(k) Plan · Sponsored by Methfessel & Werbel, P.C. · New Jersey · Professional & Technical Services
$25M in assets, 79 participants
Methfessel & Werbel, P.C.'s Methfessel & Werbel PC 401(k) Plan reported $25M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #14,880 in Professional & Technical Services (20,173 peers)
Methfessel & Werbel, P.C. multi-year trail
Methfessel & Werbel, P.C.'s plans moved +63.1% in assets from 2022 to 2024; this filing shows Methfessel & Werbel PC 401(k) Plan at $25M / 79 participants.
- #14,880
- in Professional & Technical Services (20,173 peers)
- +31.6%
- assets growth YoY
Methfessel & Werbel PC 401(k) Plan's outsized position by total assets
Methfessel & Werbel PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,644,288 Top 26% higher than 74% 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
Methfessel & Werbel PC 401(k) 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. Methfessel & Werbel PC 401(k) Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Methfessel & Werbel PC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Methfessel & Werbel PC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $25M in the plan year 2024 filing.
DOL schedule card
Filing strip 222017227 · Methfessel & Werbel, P.C. PY 2024 · 401(k)
Methfessel & Werbel PC 401(k) Plan · $25M · 79 · 74th
- IND $25M
- EOY 79
- 5500 74th
- ASSETS 401(k)
- PCT near Sprig Electric 401(k) Plan
- EIN ind #14880
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 New Jersey →
Methfessel & Werbel PC 401(k) Plan in the asset neighbourhood
Methfessel & Werbel, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Methfessel & Werbel, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 63.12584763188638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $15M |
| 2023 | 1 | 79 | $19M |
| 2024 | 1 | 79 | $25M |
Methfessel & Werbel, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $6M |
| Employer EIN | 222017227 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Methfessel & Werbel PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Sprig Electric 401(k) Plan in CA ($25M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Sprig Electric 401(k) Plan (CA) $25M · 150
- Mhc 401(k) Plan (MN) $25M · 135
- Playhouse Square Foundation 401(k) Plan (OH) $25M · 325
- Trade Supply Group, Inc. 401(k) Profit Sharing Plan (NY) $25M · 422
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Cvca 401(k)Plan (VA) 79 · 0 off
- Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
- Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
- Hamptons 2016 LLC 401(k) Plan (TX) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.