401(k) · DOL Form 5500 · 2024

Thomas D. Weddell, Cpa, PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$505,409
Avg per participant High balance/head
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Official DOL plan name: Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Thomas D. Weddell, Cpa, PC · New York · Professional & Technical Services

$1M in assets, 2 participants

Thomas D. Weddell, Cpa, PC's Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,682 in Professional & Technical Services (20,173 peers)

Thomas D. Weddell, Cpa, PC multi-year trail

Thomas D. Weddell, Cpa, PC's plans moved +34.6% in assets from 2022 to 2024; this filing shows Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust at $1M / 2 participants.

#3,682
in Professional & Technical Services (20,173 peers)
+16.4%
assets growth YoY

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,010,818 23rd percentile higher than 23% 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 D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from $118K in the plan year 2023 filing to $142K in the plan year 2024 filing.
  • Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $869K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 753147799 · Thomas D. Weddell, Cpa, PC PY 2024 · 401(k)

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust · $1M · 2 · 23rd

  • NET $1M
  • NET 2
  • NET 23rd
  • NET 401(k)
  • NET near Chicago Style Smiles, LLC 401(k) Profit Sharing Plan
  • NET ind #3682

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 York →

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and TrustThomas D. Weddell, Cpa, P.C.…$1MChicago Style Smiles, LLC 401(k) Profit Sharing PlanChicago Style Smiles, LLC 40…$1MAlex Michelson Md Inc 401(k) Plan U/a Dtd 08/20/2001Alex Michelson Md Inc 401(k)…$1MIcadv 401(k) Plan$1MEastern Waterproofing & Restoration of Va, LLC Profit Sharing PlanEastern Waterproofing & Rest…$1M
End-of-year total assets ($M) among Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Thomas D. Weddell, Cpa, PC multi-year asset trail

Sponsor-wide plan assets over time

All Thomas D. Weddell, Cpa, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.59967695587505% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.75M $1.01M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 2 $751K
2023 1 2 $869K
2024 1 2 $1M

Thomas D. Weddell, Cpa, PC filing trail (2024)

Total Assets (Beginning of Year)$869K
Net Assets (End of Year)$1M
Net Income$142K
Employer EIN753147799
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001010818 · Participants: 2Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Chicago Style Smiles, LLC 401(k) Profit Sharing Plan in IL ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust grew sharply - up 16.4% during 2024, from $869K to $1M. Reported net income was $142K.
How have Thomas D. Weddell, Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas D. Weddell, Cpa, PC's sponsor-wide assets grew 34.6%, from $751K to $1M.
Where does Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Style Smiles, LLC 401(k) Profit Sharing Plan in IL ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Thomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 753147799.

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.