401(k) · DOL Form 5500 · 2024

William G Sroufe Cpa Ps 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust · Sponsored by William G Sroufe Cpa Ps · Washington · Professional & Technical Services

$5M in assets, 3 participants

William G Sroufe Cpa Ps's William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust reported $5M in total assets and 3 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.

  • #8,165 in Professional & Technical Services (20,173 peers)

William G Sroufe Cpa Ps multi-year trail

William G Sroufe Cpa Ps's plans moved +18.8% in assets from 2022 to 2024; this filing shows William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust at $5M / 3 participants.

#8,165
in Professional & Technical Services (20,173 peers)
+4.5%
assets growth YoY

William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust's mid-pack asset rank among Professional & Technical Services and all filers

William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust vs every filed plan by assets

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

$5,274,989 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

William G Sroufe Cpa Ps 401(k) Profit Sharing 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. William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust reported net income fell from $608K in the plan year 2023 filing to $228K in the plan year 2024 filing.
  • William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 911225368 · William G Sroufe Cpa Ps PY 2024 · 401(k)

William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust · $5M · 3 · 43rd

  • PART $5M
  • TYPE 3
  • NET 43rd
  • BOOK 401(k)
  • VS-ST near Ccia Salary Reduction & Savings Plan
  • BOY ind #8165

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 Washington →

William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust in the asset neighbourhood

Ccia Salary Reduction & Savings PlanCcia Salary Reduction & Savi…$5MDelta Trak, Inc. 401(k) Psp and TrustDelta Trak, Inc. 401(k) Psp …$5MWilliam G Sroufe Cpa Ps 401(k) Profit Sharing and TrustWilliam G Sroufe Cpa Ps 401(…$5MT Hall Enterprises Retirement PlanT Hall Enterprises Retiremen…$5MPinnacle Transplant Technologies 401(k) Profit Sharing Plan and TPinnacle Transplant Technolo…$5M
End-of-year total assets ($M) among William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

William G Sroufe Cpa Ps multi-year asset trail

Sponsor-wide plan assets over time

All William G Sroufe Cpa Ps plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.8372667236486% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.44M $5.27M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 3 $5M
2024 1 3 $5M

William G Sroufe Cpa Ps filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$228K
Employer EIN911225368
Plan Effective Date1983-09-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust, Total assets ($B): 0.005274989 · Participants: 3William G Sroufe Cpa Ps 401(k) Profit Sharing and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust side-by-side with 3 peers →

William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Ccia Salary Reduction & Savings Plan in DC ($5M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust assets move in 2024? ▼
William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust edged up modestly - up 4.5% during 2024, from $5M to $5M. Reported net income was $228K.
How have William G Sroufe Cpa Ps plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William G Sroufe Cpa Ps's sponsor-wide assets grew 18.8%, from $4M to $5M.
Which 401(k) plans are similar in size to William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ccia Salary Reduction & Savings Plan in DC ($5M, 22 participants).
Which 401(k) plans cover a similar participant headcount to William G Sroufe Cpa Ps 401(k) Profit Sharing and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 911225368.

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.