401(k) · DOL Form 5500 · 2022
Tep Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 700
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $35,270
- Avg per participant Low balance/head
Official DOL plan name: Tep Holdings 401(k) Plan · Sponsored by Tep Holdings, LLC · North Carolina · Professional & Technical Services
$25M in assets, 700 participants
Tep Holdings, LLC's Tep Holdings 401(k) Plan reported $25M in total assets and 700 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #17,408 in Professional & Technical Services (21,562 peers)
Where Tep Holdings 401(k) Plan sits by assets
Tep Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 700 participants (~$35,270/participant), down 4.4% in 2022.
- #17,408
- in Professional & Technical Services (21,562 peers)
- -4.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tep Holdings 401(k) Plan's outsized position by total assets
Tep Holdings 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,688,952 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tep Holdings 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tep Holdings 401(k) Plan sits mid-pack in the medium band (700 participants).
Form 5500 schedule snapshot
Filing strip 472397460 · Tep Holdings, LLC PY 2022 · 401(k)
Tep Holdings 401(k) Plan · $25M · 700 · 80th
- EOY $25M
- EOY 700
- EOY 80th
- EOY 401(k)
- EOY near Johnson City Eye Clinic, PC 401(k) Retirement Plan
- EOY ind #17408
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 North Carolina →
Tep Holdings 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$1M |
| Employer EIN | 472397460 |
| Plan Effective Date | 2013-02-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tep Holdings, LLC)
Sponsor-wide plan assets over time
All Tep Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 57.387883454915375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 700 | $25M |
| 2023 | 1 | 797 | $32M |
| 2024 | 1 | 855 | $39M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Tep Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Johnson City Eye Clinic, PC 401(k) Retirement Plan in TN ($25M); by covered participants it is Chr. Hansen Investment and Retirement Plan in WI (700 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (700 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.