401(k) · DOL Form 5500 · 2022

Tonneson & Company, PC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
80
Participants Small participant base
79th
Percentile by assets National rank
$278,342
Avg per participant High balance/head
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Official DOL plan name: Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan · Sponsored by Tonneson & Company, PC · Massachusetts · Professional & Technical Services

$22M in assets, 80 participants

Tonneson & Company, PC's Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan reported $22M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,076 in Professional & Technical Services (21,562 peers)

Where Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan sits by assets

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 80 participants (~$278,342/participant), down 19.8% in 2022.

#17,076
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan's outsized position by total assets

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

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

$22,267,396 Top 21% higher than 79% 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

Tonneson & Company, PC. 401(k) Profit Sharing Retirement 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. Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan is a small filing (80 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042943536 · Tonneson & Company, PC PY 2022 · 401(k)

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan · $22M · 80 · 79th

  • NET $22M
  • NET 80
  • NET 79th
  • NET 401(k)
  • NET near Shaner Enterprises 401(k) Plan
  • NET ind #17076

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 Massachusetts →

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

Tonneson & Company, PC. 401(k) Profit Sharing Retirement PlanTonneson & Company, PC. 401(…$22MShaner Enterprises 401(k) PlanShaner Enterprises 401(k) Pl…$22MVillage Management Services, Inc. 401(k) PlanVillage Management Services,…$22MThe Campbell Oil Company 401(k) PlanThe Campbell Oil Company 401…$22MGrants Pass Clinic 401(k) & Profit Sharing PlanGrants Pass Clinic 401(k) & …$22M
End-of-year total assets ($M) among Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN042943536
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tonneson & Company, PC)

Sponsor-wide plan assets over time

All Tonneson & Company, PC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 34.87652979270679% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.3M $30M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 80 $22M
2023 1 87 $27M
2024 1 94 $30M

Nearby 401(k) Plans in Massachusetts

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

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.022267396 · Participants: 80Tonneson & Company, PC. 401(k) Profit Sharing Retirement 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
Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Shaner Enterprises 401(k) Plan in PA ($22M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan assets move in 2022? ▼
Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan declined sharply - down 19.8% during 2022, from $28M to $22M. Reported net income was -$5M.
How have Tonneson & Company, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tonneson & Company, PC's sponsor-wide assets grew 34.9%, from $22M to $30M.
Where does Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shaner Enterprises 401(k) Plan in PA ($22M, 1,073 participants).
Which 401(k) plans cover a similar participant headcount to Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants, N/A 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 042943536.

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.