401(k) · DOL Form 5500 · 2022

Tidwell Group, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
158
Participants Small participant base
61st
Percentile by assets National rank
$52,488
Avg per participant Low balance/head
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Official DOL plan name: Tidwell Group, LLC 401(k) Plan · Sponsored by Tidwell Group, LLC · Alabama · Professional & Technical Services

$8M in assets, 158 participants

Tidwell Group, LLC's Tidwell Group, LLC 401(k) Plan reported $8M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,796 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Tidwell Group, LLC 401(k) Plan covers 158 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $8M.

#12,796
in Professional & Technical Services (21,562 peers)
+1.7%
assets growth YoY

Tidwell Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tidwell Group, LLC 401(k) Plan vs every filed plan by assets

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

$8,293,054 Top 39% higher than 61% 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

Tidwell Group, LLC 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. Tidwell Group, LLC 401(k) Plan sits mid-pack in the medium band (158 participants).

EBSA filing schedule strip

Filing strip 271490692 · Tidwell Group, LLC PY 2022 · 401(k)

Tidwell Group, LLC 401(k) Plan · $8M · 158 · 61st

  • RANK $8M
  • RANK 158
  • RANK 61st
  • RANK 401(k)
  • RANK near Bernie Little Distributors, Inc. Retirement Plan
  • RANK ind #12796

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 Alabama →

Tidwell Group, LLC 401(k) Plan in the asset neighbourhood

Tidwell Group, LLC 401(k) PlanTidwell Group, LLC 401(k) Pl…$8MBernie Little Distributors, Inc. Retirement PlanBernie Little Distributors, …$8MErickson Immigration Group Retirement PlanErickson Immigration Group R…$8MShremshock Companies 401(k) PlanShremshock Companies 401(k) …$8MNational Inventors Hall of Fame, Inc. 401(k) PlanNational Inventors Hall of F…$8M
End-of-year total assets ($M) among Tidwell Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$139K
Employer EIN271490692
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tidwell Group, LLC)

Sponsor-wide plan assets over time

All Tidwell Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $8.29M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 158 $8M
2023 1 154 $12M
2024 1 179 N/A

Nearby 401(k) Plans in Alabama

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

Tidwell Group, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Tidwell Group, LLC 401(k) Plan, Total assets ($B): 0.008293054 · Participants: 158Tidwell Group, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Tidwell Group, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

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

Outside Alabama, the nearest 401(k) by assets is Bernie Little Distributors, Inc. Retirement Plan in FL ($8M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Tidwell Group, LLC 401(k) Plan assets move in 2022?
Tidwell Group, LLC 401(k) Plan edged up modestly - up 1.7% during 2022, from $8M to $8M. Reported net income was $139K.
Which 401(k) plans are similar in size to Tidwell Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bernie Little Distributors, Inc. Retirement Plan in FL ($8M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Tidwell Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 participants, N/A in assets).