401(k) · DOL Form 5500 · 2022

Tully Construction Co., Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
803
Participants Near avg headcount
86th
Percentile by assets National rank
$48,821
Avg per participant Low balance/head
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Official DOL plan name: Tully Group Employee Savings and Protection Plan · Sponsored by Tully Construction Co., Inc. · New York · Construction

$39M in assets, 803 participants

Tully Construction Co., Inc.'s Tully Group Employee Savings and Protection Plan reported $39M in total assets and 803 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,359 in Construction (9,927 peers)

Where Tully Group Employee Savings and Protection Plan sits by assets

Tully Group Employee Savings and Protection Plan sits in the top quartile of all filed plans by assets, $39M for 803 participants (~$48,821/participant), down 10.1% in 2022.

#8,359
in Construction (9,927 peers)
-10.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tully Group Employee Savings and Protection Plan's outsized position by total assets

Tully Group Employee Savings and Protection Plan vs every filed plan by assets

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

$39,202,992 Top 14% higher than 86% 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

Tully Group Employee Savings and Protection Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tully Group Employee Savings and Protection Plan sits mid-pack in the medium band (803 participants).

Plan-year Form 5500 strip

Filing strip 112493726 · Tully Construction Co., Inc. PY 2022 · 401(k)

Tully Group Employee Savings and Protection Plan · $39M · 803 · 86th

  • SCH $39M
  • SCH 803
  • SCH 86th
  • SCH 401(k)
  • SCH near Associated Insurance Management, LLC 401(k) Plan
  • SCH ind #8359

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 Construction retirement plans → · Plans in New York →

Tully Group Employee Savings and Protection Plan in the asset neighbourhood

Becker & Poliakoff, P.a. 401(k) Profit Sharing PlanBecker & Poliakoff, P.a. 401…$39MCommunity Care, Inc. 401(k) PlanCommunity Care, Inc. 401(k) …$39MHospitality Industry 401(k) PlanHospitality Industry 401(k) …$39MTully Group Employee Savings and Protection PlanTully Group Employee Savings…$39MAssociated Insurance Management, LLC 401(k) PlanAssociated Insurance Managem…$39M
End-of-year total assets ($M) among Tully Group Employee Savings and Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$39M
Net Income-$4M
Employer EIN112493726
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tully Construction Co., Inc.)

Sponsor-wide plan assets over time

All Tully Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 37.41949594051393% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.2M $53.9M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 803 $39M
2023 1 951 $47M
2024 1 953 $54M

Nearby 401(k) Plans in New York

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

Tully Group Employee Savings and Protection Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tully Group Employee Savings and Protection Plan, Total assets ($B): 0.039202992 · Participants: 803Tully Group Employee Savings and Protection PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Tully Group Employee Savings and Protection Plan vs. nearby 401(k) plans in New York, assets vs. participants

Tully Group Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Associated Insurance Management, LLC 401(k) Plan in MA ($39M); by covered participants it is Unaka Company 401(k) Profit Sharing Plan in TN (803 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (803 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 Tully Group Employee Savings and Protection Plan assets move in 2022?
Tully Group Employee Savings and Protection Plan pulled back noticeably - down 10.1% during 2022, from $44M to $39M. Reported net income was -$4M.
How have Tully Construction Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tully Construction Co., Inc.'s sponsor-wide assets grew 37.4%, from $39M to $54M.
Where does Tully Group Employee Savings and Protection Plan rank by assets among Form 5500 filers?
Tully Group Employee Savings and Protection Plan ranks in the 86th 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 Tully Group Employee Savings and Protection Plan?
Among 401(k) plans in other states, the closest by assets is Associated Insurance Management, LLC 401(k) Plan in MA ($39M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Tully Group Employee Savings and Protection Plan?
Among 401(k) plans in other states, the closest by covered participants is Unaka Company 401(k) Profit Sharing Plan in TN (803 participants, $32M in assets).