401(k) · DOL Form 5500 · 2022

Toccoa Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$38K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$37,537
Avg per participant Low balance/head
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Official DOL plan name: Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Toccoa Capital Management LLC · Georgia · Finance & Insurance

$38K in assets, 1 participants

Toccoa Capital Management LLC's Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust reported $38K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #182 in Finance & Insurance (9,261 peers)

Toccoa Capital Management LLC multi-year trail

Toccoa Capital Management LLC's plans moved +92.5% in assets from 2022 to 2023; this filing shows Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust at $38K / 1 participant.

#182
in Finance & Insurance (9,261 peers)
+27.9%
assets growth YoY

Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,537 3rd percentile higher than 3% of 139,123 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 2022

Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 843020961 · Toccoa Capital Management LLC PY 2022 · 401(k)

Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust · $38K · 1 · 3rd

  • EIN $38K
  • EIN 1
  • EIN 3rd
  • EIN 401(k)
  • EIN near Made, Inc. 401(k) Plan
  • EIN ind #182

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 Finance & Insurance retirement plans → · Plans in Georgia →

Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Toccoa Capital Management LLC 401(k) Profit Sharing Plan & TrustToccoa Capital Management LL…$38KMade, Inc. 401(k) Plan$38KCaledonia Management Inc. 401(k) PlanCaledonia Management Inc. 40…$38KBungalow Restaurant 401 (K) PlanBungalow Restaurant 401 (K) …$38KSky Transportation 401(k) PlanSky Transportation 401(k) Pl…$38K
End-of-year total assets ($M) among Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Toccoa Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Toccoa Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72K 92.50606068678904% vs 2022
2023 filing year
$0.03M$0.04M$0.05M$0.06M$0.07M$0.08M 20222023 $0.04M $0.07M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 1 $38K
2023 1 1 $72K

Toccoa Capital Management LLC filing trail (2022)

Total Assets (Beginning of Year)$29K
Net Assets (End of Year)$38K
Net Income$8K
Employer EIN843020961
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000037537 · Participants: 1Toccoa Capital Management LLC 401(k) Profit Sharing Plan & TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Made, Inc. 401(k) Plan in NV ($38K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 27.9% during 2022, from $29K to $38K. Reported net income was $8K.
How have Toccoa Capital Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Toccoa Capital Management LLC's sponsor-wide assets grew 92.5%, from $38K to $72K.
Where does Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Made, Inc. 401(k) Plan in NV ($38K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Toccoa Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843020961.

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.