401(k) · DOL Form 5500 · 2022

Walnut 65 Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
33
Participants Small participant base
47th
Percentile by assets National rank
$129,007
Avg per participant Near avg balance/head
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Official DOL plan name: Tannin Group 401(k) Plan · Sponsored by Walnut 65 Holdings, Inc. · Massachusetts · Wholesale Trade

$4M in assets, 33 participants

Walnut 65 Holdings, Inc.'s Tannin Group 401(k) Plan reported $4M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,393 in Wholesale Trade (6,843 peers)

Walnut 65 Holdings, Inc. multi-year trail

Walnut 65 Holdings, Inc.'s plans moved +22.2% in assets from 2022 to 2024; this filing shows Tannin Group 401(k) Plan at $4M / 33 participants.

#2,393
in Wholesale Trade (6,843 peers)
-14.3%
assets change YoY

The plan reported a net loss of $708K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tannin Group 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Tannin Group 401(k) Plan vs every filed plan by assets

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

$4,257,235 47th percentile higher than 47% 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

Tannin Group 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. Tannin Group 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042009706 · Walnut 65 Holdings, Inc. PY 2022 · 401(k)

Tannin Group 401(k) Plan · $4M · 33 · 47th

  • SCH $4M
  • EBSA 33
  • PART 47th
  • TYPE 401(k)
  • NET near Luck's Music Profit Sharing and Thrift Plan and Trust
  • BOOK ind #2393

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Tannin Group 401(k) Plan in the asset neighbourhood

Tannin Group 401(k) Plan$4MLuck's Music Profit Sharing and Thrift Plan and TrustLuck's Music Profit Sharing …$4MLesbian and Gay Community Services Center, Inc. Profit Sharing Plan and TrustLesbian and Gay Community Se…$4MUbg 401(k) - American Plains CoopUbg 401(k) - American Plains…$4MAmerican Spraytech 401(k)$4M
End-of-year total assets ($M) among Tannin Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Walnut 65 Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Walnut 65 Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.18707682333721% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.26M $5.2M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 33 $4M
2023 1 33 $5M
2024 1 35 $5M

Walnut 65 Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$708K
Employer EIN042009706
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Tannin Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Tannin Group 401(k) Plan, Total assets ($B): 0.004257235 · Participants: 33Tannin Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Tannin Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Tannin Group 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Luck's Music Profit Sharing and Thrift Plan and Trust in MI ($4M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Tannin Group 401(k) Plan assets move in 2022? ▼
Tannin Group 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $5M to $4M. Reported net income was -$708K.
How have Walnut 65 Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walnut 65 Holdings, Inc.'s sponsor-wide assets grew 22.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Tannin Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luck's Music Profit Sharing and Thrift Plan and Trust in MI ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Tannin Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants, $57K 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 042009706.

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.