401(k) · DOL Form 5500 · 2022
Turken Heath & Mccauley LLP 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $171,466
- Avg per participant Above avg balance/head
Official DOL plan name: Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Turken Heath & Mccauley LLP · New York · Professional & Technical Services
$3M in assets, 20 participants
Turken Heath & Mccauley LLP's Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,678 in Professional & Technical Services (21,562 peers)
Turken Heath & Mccauley LLP multi-year trail
Turken Heath & Mccauley LLP's plans moved +71.2% in assets from 2022 to 2024; this filing shows Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust at $3M / 20 participants.
- #8,678
- in Professional & Technical Services (21,562 peers)
- -11.6%
- assets change YoY
The plan reported a net loss of $452K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,429,322 43rd percentile higher than 43% 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
Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust is a small filing (20 participants) on this national headcount ladder.
DOL schedule card
Filing strip 461505939 · Turken Heath & Mccauley LLP PY 2022 · 401(k)
Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust · $3M · 20 · 43rd
- PART $3M
- PART 20
- PART 43rd
- PART 401(k)
- PART near Austin Engineering Co., Inc. 401(k) Plan
- PART ind #8678
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 New York →
Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Turken Heath & Mccauley LLP multi-year asset trail
Sponsor-wide plan assets over time
All Turken Heath & Mccauley LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 71.21562221337045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $3M |
| 2023 | 1 | 21 | $4M |
| 2024 | 1 | 20 | $6M |
Turken Heath & Mccauley LLP filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$452K |
| Employer EIN | 461505939 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Turken Heath & Mccauley LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Austin Engineering Co., Inc. 401(k) Plan in TX ($3M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.