How big is Thomas J Ouellette's plan?

Thomas J Ouellette's plan reported $5.0M in assets and 5 participants for 2024.

Original filing (PDF)20250619073137NAL0001756755001

Thomas J Ouellette

Name: Thomas J Ouellette — Thomas J Ouellette Profit, Form 5500 (2024)
Creator: Thomas J Ouellette
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas J Ouellette Profit Sharing Plan QRP

Defined-contribution retirement plan · Thomas J Ouellette's Thomas J Ouellette Profit Sharing Plan QRP held $5.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Thomas J Ouellette signed Thomas J Ouellette's 2024 Form 5500 as plan administrator.

Thomas J Ouellette — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thomas J Ouellette's EIN is 04-3381641.

EIN 04-3381641

Plan number 103

Plan year 2024

ACK ID 20250619073137NAL0001756755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas J Ouellette from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas J Ouellette's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS J OUELLETTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

THOMAS J OUELLETTE

EIN

all filings

Address

35 BEDFORD STREET · SUITE 16 · LEXINGTON, MA · 02420

Phone

(781) 861-0766

Industry

Finance & Insurance

Plan administrator