401(k) · DOL Form 5500 · 2022

Tortoiseecofin Investments, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
115
Participants Small participant base
77th
Percentile by assets National rank
$170,874
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Tortoiseecofin Investments 401(k) Plan · Sponsored by Tortoiseecofin Investments, LLC · Kansas · Finance & Insurance

$20M in assets, 115 participants

Tortoiseecofin Investments, LLC's Tortoiseecofin Investments 401(k) Plan reported $20M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,881 in Finance & Insurance (9,261 peers)

Coverage in Kansas

Tortoiseecofin Investments 401(k) Plan covers 115 participants in Kansas, about 32% of the average Kansas filer (state average ~360 per filing). Assets: $20M.

#5,881
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tortoiseecofin Investments 401(k) Plan's outsized position by total assets

Tortoiseecofin Investments 401(k) Plan vs every filed plan by assets

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

$19,650,474 Top 23% higher than 77% 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

Tortoiseecofin Investments 401(k) 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. Tortoiseecofin Investments 401(k) Plan sits mid-pack in the medium band (115 participants).

EBSA filing schedule strip

Filing strip 270904673 · Tortoiseecofin Investments, LLC PY 2022 · 401(k)

Tortoiseecofin Investments 401(k) Plan · $20M · 115 · 77th

  • IND $20M
  • IND 115
  • IND 77th
  • IND 401(k)
  • IND near The Windermere 401(k) Plan
  • IND ind #5881

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 Kansas →

Tortoiseecofin Investments 401(k) Plan in the asset neighbourhood

Tortoiseecofin Investments 401(k) PlanTortoiseecofin Investments 4…$20MThe Windermere 401(k) Plan$20MHughes Federal Credit Union 401(k) PlanHughes Federal Credit Union …$20MAutoweb Inc. Retirement Savings PlanAutoweb Inc. Retirement Savi…$20MCadillac Casting, Inc. 401(k) Retirement PlanCadillac Casting, Inc. 401(k…$20M
End-of-year total assets ($M) among Tortoiseecofin Investments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN270904673
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Tortoiseecofin Investments 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Tortoiseecofin Investments 401(k) Plan, Total assets ($B): 0.019650474 · Participants: 115Tortoiseecofin Investments 401(k) PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Tortoiseecofin Investments 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Tortoiseecofin Investments 401(k) Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is The Windermere 401(k) Plan in WA ($20M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Tortoiseecofin Investments 401(k) Plan assets move in 2022? ▼
Tortoiseecofin Investments 401(k) Plan pulled back noticeably - down 13.3% during 2022, from $23M to $20M. Reported net income was -$3M.
Where does Tortoiseecofin Investments 401(k) Plan rank by assets among Form 5500 filers? ▼
Tortoiseecofin Investments 401(k) Plan ranks in the 77th 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 Tortoiseecofin Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Windermere 401(k) Plan in WA ($20M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Tortoiseecofin Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 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 270904673.

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.