401(k) · DOL Form 5500 · 2022

Townsend and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
50th
Percentile by assets National rank
$223,377
Avg per participant Above avg balance/head
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Official DOL plan name: Townsend and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Townsend and Associates, Inc. · Colorado · Finance & Insurance

$5M in assets, 22 participants

Townsend and Associates, Inc.'s Townsend and Associates, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,244 in Finance & Insurance (9,261 peers)

Townsend and Associates, Inc. multi-year trail

Townsend and Associates, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Townsend and Associates, Inc. 401(k) Profit Sharing Plan at $5M / 22 participants.

#3,244
in Finance & Insurance (9,261 peers)
-4.1%
assets change YoY

The plan reported a net loss of $210K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Townsend and Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Townsend and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,914,296 Top 50% higher than 50% 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

Townsend and Associates, Inc. 401(k) Profit Sharing 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. Townsend and Associates, Inc. 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 841170723 · Townsend and Associates, Inc. PY 2022 · 401(k)

Townsend and Associates, Inc. 401(k) Profit Sharing Plan · $5M · 22 · 50th

  • BOY $5M
  • SCH 22
  • EBSA 50th
  • PART 401(k)
  • TYPE near Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan
  • NET ind #3244

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 Colorado →

Townsend and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Yale Electric East 401(k) Profit Sharing Plan and TrustYale Electric East 401(k) Pr…$5MTownsend and Associates, Inc. 401(k) Profit Sharing PlanTownsend and Associates, Inc…$5MMichael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing PlanMichael J. Sarlo, a Sole Pro…$5MCosho Humphrey, LLP Profit Sharing 401(k) PlanCosho Humphrey, LLP Profit S…$5MGreene Group Industries 401(k) PlanGreene Group Industries 401(…$5M
End-of-year total assets ($M) among Townsend and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Townsend and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Townsend and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 48.03843724513135% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.91M $7.28M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 22 $5M
2023 1 20 $6M
2024 1 27 $7M

Townsend and Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$210K
Employer EIN841170723
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Townsend and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Townsend and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004914296 · Participants: 22Townsend and Associates, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Townsend and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Townsend and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Townsend and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan in CA ($5M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Townsend and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Townsend and Associates, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.1% during 2022, from $5M to $5M. Reported net income was -$210K.
How have Townsend and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Townsend and Associates, Inc.'s sponsor-wide assets grew 48.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Townsend and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan in CA ($5M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Townsend and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 841170723.

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.