401(k) · DOL Form 5500 · 2022

Toomey Investment Management I 401(k) Plan

Data updated 2026-08-25

$185K
Total assets Small plan by assets
4
Participants Small participant base
10th
Percentile by assets National rank
$46,164
Avg per participant Low balance/head
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Official DOL plan name: Toomey Investment Management I 401(k) Profit Sharing Plan & Trust · Sponsored by Toomey Investment Management I · Connecticut · Finance & Insurance

$185K in assets, 4 participants

Toomey Investment Management I's Toomey Investment Management I 401(k) Profit Sharing Plan & Trust reported $185K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

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

Toomey Investment Management I multi-year trail

Toomey Investment Management I's plans moved +376.7% in assets from 2022 to 2024; this filing shows Toomey Investment Management I 401(k) Profit Sharing Plan & Trust at $185K / 4 participants.

#578
in Finance & Insurance (9,261 peers)
+60.9%
assets growth YoY

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$184,657 10th percentile higher than 10% 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

Toomey Investment Management I 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. Toomey Investment Management I 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 271418696 · Toomey Investment Management I PY 2022 · 401(k)

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust · $185K · 4 · 10th

  • VS-ST $185K
  • VS-ST 4
  • VS-ST 10th
  • VS-ST 401(k)
  • VS-ST near The Ugly Bread Company 401(k) Plan
  • VS-ST ind #578

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 Connecticut →

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Toomey Investment Management I 401(k) Profit Sharing Plan & TrustToomey Investment Management…$185KThe Ugly Bread Company 401(k) PlanThe Ugly Bread Company 401(k…$185KArizona Auto Body Solutions Inc 401(k) PlanArizona Auto Body Solutions …$185KCoastal Homes of North Carolina, Inc. 401(k) PlanCoastal Homes of North Carol…$185KOlympic Industrial, Inc. Employee Retirement PlanOlympic Industrial, Inc. Emp…$185K
End-of-year total assets ($M) among Toomey Investment Management I 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Toomey Investment Management I multi-year asset trail

Sponsor-wide plan assets over time

All Toomey Investment Management I plans reported in each filing year

Latest sponsor-wide plan assets
$880K 376.74282588799775% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.18M $0.88M ▲ +388.9%
Year Plans Participants Total Assets
2022 1 4 $185K
2023 1 4 $427K
2024 1 5 $880K

Toomey Investment Management I filing trail (2022)

Total Assets (Beginning of Year)$115K
Net Assets (End of Year)$185K
Net Income$70K
Employer EIN271418696
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Toomey Investment Management I 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000184657 · Participants: 4Toomey Investment Management I 401(k) Profit Sharing Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Toomey Investment Management I 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Ugly Bread Company 401(k) Plan in PA ($185K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); 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 Toomey Investment Management I 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust surged - up 60.9% during 2022, from $115K to $185K. Reported net income was $70K.
How have Toomey Investment Management I plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toomey Investment Management I's sponsor-wide assets grew 376.7%, from $185K to $880K.
Where does Toomey Investment Management I 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust ranks in the 10th 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 Toomey Investment Management I 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Ugly Bread Company 401(k) Plan in PA ($185K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Toomey Investment Management I 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, 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 271418696.

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.