401(k) · DOL Form 5500 · 2022

Tjg and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$164K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$82,051
Avg per participant Below avg balance/head
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Official DOL plan name: Tjg and Associates Retirement Plan · Sponsored by Tjg and Associates, Inc. · Indiana · Finance & Insurance

$164K in assets, 2 participants

Tjg and Associates, Inc.'s Tjg and Associates Retirement Plan reported $164K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #529 in Finance & Insurance (9,261 peers)

2022 asset change

Tjg and Associates Retirement Plan grew sharply 15.3% in 2022 ($142K → $164K) for 2 participants.

#529
in Finance & Insurance (9,261 peers)
+15.3%
assets growth YoY

Tjg and Associates Retirement Plan among the smaller filed plans by assets

Tjg and Associates Retirement Plan vs every filed plan by assets

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

$164,101 9th percentile higher than 9% 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

Tjg and Associates Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tjg and Associates Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 474164956 · Tjg and Associates, Inc. PY 2022 · 401(k)

Tjg and Associates Retirement Plan · $164K · 2 · 9th

  • EBSA $164K
  • PART 2
  • TYPE 9th
  • NET 401(k)
  • BOOK near Esch Group Management Retirement Plan
  • VS-ST ind #529

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 Finance & Insurance retirement plans → · Plans in Indiana →

Tjg and Associates Retirement Plan in the asset neighbourhood

Tjg and Associates Retirement PlanTjg and Associates Retiremen…$164KEsch Group Management Retirement PlanEsch Group Management Retire…$164KArora Properties Inc 401(k) PlanArora Properties Inc 401(k) …$164KKaigler & Brown Investment PlanKaigler & Brown Investment P…$164KOrison Corp. 401(k) Plan$164K
End-of-year total assets ($M) among Tjg and Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tjg and Associates, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Tjg and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$164K 0.03168780202436304% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 202220232024 $0.16M $0.16M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $164K
2023 1 4 $110K
2024 1 4 $164K

2022 asset-move particulars

Total Assets (Beginning of Year)$142K
Net Assets (End of Year)$164K
Net Income$22K
Employer EIN474164956
Plan Effective Date2015-06-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Tjg and Associates Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Tjg and Associates Retirement Plan, Total assets ($B): 0.000164101 · Participants: 2Tjg and Associates Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Tjg and Associates Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Tjg and Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Esch Group Management Retirement Plan in AR ($164K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Tjg and Associates Retirement Plan assets move in 2022?
Tjg and Associates Retirement Plan grew sharply - up 15.3% during 2022, from $142K to $164K. Reported net income was $22K.
How have Tjg and Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tjg and Associates, Inc.'s sponsor-wide assets declined 0.0%, from $164K to $164K.
Where does Tjg and Associates Retirement Plan rank by assets among Form 5500 filers?
Tjg and Associates Retirement Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tjg and Associates Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Esch Group Management Retirement Plan in AR ($164K, 567 participants).
Which 401(k) plans cover a similar participant headcount to Tjg and Associates Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).