401(k) · DOL Form 5500 · 2022

Tocqueville Management Corp. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
68
Participants Small participant base
86th
Percentile by assets National rank
$573,295
Avg per participant High balance/head
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Official DOL plan name: Tocqueville Management Corporation Tax Deferred Savings Plan · Sponsored by Tocqueville Management Corp. · New York · Finance & Insurance

$39M in assets, 68 participants

Tocqueville Management Corp.'s Tocqueville Management Corporation Tax Deferred Savings Plan reported $39M in total assets and 68 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.

  • #7,141 in Finance & Insurance (9,261 peers)

Where Tocqueville Management Corporation Tax Deferred Savings Plan sits by assets

Tocqueville Management Corporation Tax Deferred Savings Plan sits in the top quartile of all filed plans by assets, $39M for 68 participants (~$573,295/participant), down 24.4% in 2022.

#7,141
in Finance & Insurance (9,261 peers)
-24.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tocqueville Management Corporation Tax Deferred Savings Plan's outsized position by total assets

Tocqueville Management Corporation Tax Deferred Savings Plan vs every filed plan by assets

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

$38,984,045 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

Tocqueville Management Corporation Tax Deferred Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tocqueville Management Corporation Tax Deferred Savings Plan is a small filing (68 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 133547559 · Tocqueville Management Corp. PY 2022 · 401(k)

Tocqueville Management Corporation Tax Deferred Savings Plan · $39M · 68 · 86th

  • ASSETS $39M
  • ASSETS 68
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near The White Family Companies, Inc. Retirement Savings Plan
  • ASSETS ind #7141

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 New York →

Tocqueville Management Corporation Tax Deferred Savings Plan in the asset neighbourhood

Sparks Marketing 401(k) Savings PlanSparks Marketing 401(k) Savi…$39MNorth American Client Services, Inc. 401(k) PlanNorth American Client Servic…$39MTocqueville Management Corporation Tax Deferred Savings PlanTocqueville Management Corpo…$39MThe White Family Companies, Inc. Retirement Savings PlanThe White Family Companies, …$39MHighlands Oncology Group, P.a. 401(k) PlanHighlands Oncology Group, P.…$39M
End-of-year total assets ($M) among Tocqueville Management Corporation Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$39M
Net Income-$13M
Employer EIN133547559
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tocqueville Management Corp.)

Sponsor-wide plan assets over time

All Tocqueville Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 28.26144901074273% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 20222024 $39M $50M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 68 $39M
2024 1 75 $50M

Nearby 401(k) Plans in New York

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

Tocqueville Management Corporation Tax Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tocqueville Management Corporation Tax Deferred Savings Plan, Total assets ($B): 0.038984045 · Participants: 68Tocqueville Management Corporation Tax Deferred Savings 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
Tocqueville Management Corporation Tax Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tocqueville Management Corporation Tax Deferred Savings Plan side-by-side with 3 peers →

Tocqueville Management Corporation Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The White Family Companies, Inc. Retirement Savings Plan in OH ($39M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Tocqueville Management Corporation Tax Deferred Savings Plan assets move in 2022? ▼
Tocqueville Management Corporation Tax Deferred Savings Plan declined sharply - down 24.4% during 2022, from $52M to $39M. Reported net income was -$13M.
How have Tocqueville Management Corp. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Tocqueville Management Corp.'s sponsor-wide assets grew 28.3%, from $39M to $50M.
Where does Tocqueville Management Corporation Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Tocqueville Management Corporation Tax Deferred Savings 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 Tocqueville Management Corporation Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The White Family Companies, Inc. Retirement Savings Plan in OH ($39M, 762 participants).
Which 401(k) plans cover a similar participant headcount to Tocqueville Management Corporation Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M 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 133547559.

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.