401(k) · DOL Form 5500 · 2022

Tarter Companies 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,050
Participants Near avg headcount
69th
Percentile by assets National rank
$11,473
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Tarter Companies 401(k) Plan · Sponsored by Tarter Companies · Kentucky · Manufacturing

$12M in assets, 1,050 participants

Tarter Companies's Tarter Companies 401(k) Plan reported $12M in total assets and 1,050 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,716 in Manufacturing (20,602 peers)

2022 asset change

Tarter Companies 401(k) Plan declined sharply 23.7% in 2022 ($16M → $12M) for 1,050 participants.

#11,716
in Manufacturing (20,602 peers)
-23.7%
assets change YoY

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.

Tarter Companies 401(k) Plan's outsized position by total assets

Tarter Companies 401(k) Plan vs every filed plan by assets

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

$12,046,447 Top 31% higher than 69% 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

Tarter Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tarter Companies 401(k) Plan lands in the large band (1,050 participants).

Form 5500 schedule snapshot

Filing strip 610977729 · Tarter Companies PY 2022 · 401(k)

Tarter Companies 401(k) Plan · $12M · 1,050 · 69th

  • PHOTO $12M
  • IND 1,050
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Singh Management Co., LLC 401(k) Profit Sharing Plan and Trust
  • PCT ind #11716

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 Manufacturing retirement plans → · Plans in Kentucky →

Tarter Companies 401(k) Plan in the asset neighbourhood

Tarter Companies 401(k) Plan$12MSingh Management Co., LLC 401(k) Profit Sharing Plan and TrustSingh Management Co., LLC 40…$12MApf Retirement Plan$12MO'neill Wetsuits, LLC 401(k) PlanO'neill Wetsuits, LLC 401(k)…$12MThe Hagerman Group 401(k) PlanThe Hagerman Group 401(k) Pl…$12M
End-of-year total assets ($M) among Tarter Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN610977729
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Tarter Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Tarter Companies 401(k) Plan, Total assets ($B): 0.012046447 · Participants: 1050Tarter Companies 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Tarter Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Tarter Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Singh Management Co., LLC 401(k) Profit Sharing Plan and Trust in MI ($12M); by covered participants it is Bangor Savings Bank 401(k) Plan & Trust Agreement in ME (1,050 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,050 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 Tarter Companies 401(k) Plan assets move in 2022? ▼
Tarter Companies 401(k) Plan declined sharply - down 23.7% during 2022, from $16M to $12M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Tarter Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Singh Management Co., LLC 401(k) Profit Sharing Plan and Trust in MI ($12M, 1,062 participants).
Which 401(k) plans cover a similar participant headcount to Tarter Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bangor Savings Bank 401(k) Plan & Trust Agreement in ME (1,050 participants, $126M 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 610977729.

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.