401(k) · DOL Form 5500 · 2022

Tebo Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
42
Participants Small participant base
46th
Percentile by assets National rank
$94,271
Avg per participant Below avg balance/head
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Official DOL plan name: Tebo Financial 401(k) Plan · Sponsored by Tebo Financial Services, Inc. · Ohio · Finance & Insurance

$4M in assets, 42 participants

Tebo Financial Services, Inc.'s Tebo Financial 401(k) Plan reported $4M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,914 in Finance & Insurance (9,261 peers)

Tebo Financial Services, Inc. multi-year trail

Tebo Financial Services, Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows Tebo Financial 401(k) Plan at $4M / 42 participants.

#2,914
in Finance & Insurance (9,261 peers)
-34.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tebo Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Tebo Financial 401(k) Plan vs every filed plan by assets

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

$3,959,380 46th percentile higher than 46% 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

Tebo Financial 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tebo Financial 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 341750572 · Tebo Financial Services, Inc. PY 2022 · 401(k)

Tebo Financial 401(k) Plan · $4M · 42 · 46th

  • PART $4M
  • TYPE 42
  • NET 46th
  • BOOK 401(k)
  • VS-ST near Vignet Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #2914

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 Ohio →

Tebo Financial 401(k) Plan in the asset neighbourhood

Tebo Financial 401(k) Plan$4MVignet Inc 401(k) Profit Sharing Plan & TrustVignet Inc 401(k) Profit Sha…$4MMinturn Nut Co., Inc. 401(k) PlanMinturn Nut Co., Inc. 401(k)…$4MArris Contracting Company, Inc 401(k) PlanArris Contracting Company, I…$4MOregon Screen Impressions, Inc. Employees' 401(k))Oregon Screen Impressions, I…$4M
End-of-year total assets ($M) among Tebo Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tebo Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tebo Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.128479711469975% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.96M $4.95M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 37 $5M
2024 1 25 $5M

Tebo Financial Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN341750572
Plan Effective Date2013-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Tebo Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Tebo Financial 401(k) Plan, Total assets ($B): 0.00395938 · Participants: 42Tebo Financial 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Tebo Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Tebo Financial 401(k) Plan side-by-side with 3 peers →

Tebo Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Vignet Inc 401(k) Profit Sharing Plan & Trust in VA ($4M); by covered participants it is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Tebo Financial 401(k) Plan assets move in 2022? ▼
Tebo Financial 401(k) Plan contracted severely - down 34.7% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Tebo Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tebo Financial Services, Inc.'s sponsor-wide assets grew 25.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Tebo Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vignet Inc 401(k) Profit Sharing Plan & Trust in VA ($4M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Tebo Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants, $1M 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 341750572.

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.