401(k) · DOL Form 5500 · 2022
Tully & Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $510,740
- Avg per participant High balance/head
Official DOL plan name: Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl · Sponsored by Tully & Associates, Ltd. · Illinois · Professional & Technical Services
$4M in assets, 7 participants
Tully & Associates, Ltd.'s Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl reported $4M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #8,889 in Professional & Technical Services (21,562 peers)
Tully & Associates, Ltd. multi-year trail
Tully & Associates, Ltd.'s plans moved +39.3% in assets from 2022 to 2024; this filing shows Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl at $4M / 7 participants.
- #8,889
- in Professional & Technical Services (21,562 peers)
- -30.9%
- 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.
Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl's mid-pack asset rank among Professional & Technical Services and all filers
Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,575,179 44th percentile higher than 44% 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
Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl is a micro filing (7 participants), the leftmost band.
DOL schedule card
Filing strip 363240317 · Tully & Associates, Ltd. PY 2022 · 401(k)
Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl · $4M · 7 · 44th
- PCT $4M
- EIN 7
- RANK 44th
- PHOTO 401(k)
- IND near Roosevelt Children's Academy Charter School 401(k) Plan
- EOY ind #8889
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 Illinois →
Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl in the asset neighbourhood
Tully & Associates, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Tully & Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 39.34860324476061% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $4M |
| 2023 | 1 | 11 | $4M |
| 2024 | 1 | 10 | $5M |
Tully & Associates, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 363240317 |
| Plan Effective Date | 1991-01-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing Pl's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Roosevelt Children's Academy Charter School 401(k) Plan in NY ($4M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.