401(k) · DOL Form 5500 · 2022

Tocqueville Management Corp. 401(k) Plan

Data updated 2026-08-11

$39M
Total assets
68
Participants
86th
Percentile by assets
$573,295
Avg per participant
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$39M
total plan assets (2022 EOY)
68
covered participants
86th
percentile by assets (of 139,126 plans)
$573,295
avg assets per participant

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.

Where Tocqueville Management Corporation Tax Deferred Savings Plan sits 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 $2,010,000,000 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

State
New York
Industry
Finance & Insurance

Tocqueville Management Corporation Tax Deferred Savings Plan vs the 2022 asset distribution

By assets, Tocqueville Management Corporation Tax Deferred Savings Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$35M$40M$45M$50M$55M 20222024 $39M $50M ▲ +28.3%
Total plan assets by year, all Tocqueville Management Corp. plans on file
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

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 Manageme…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Tocqueville Management Corporation Tax Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tocqueville Management Corporation Tax D… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tocqueville Management Corporation Tax Deferred Savings Plan by total assets, not by location.

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).

Next read for Tocqueville Management Corporation Tax D…

Scale reading

Ways to act on Tocqueville Management Corporation Tax Deferred Savings Plan's numbers.

  • By total assets, Tocqueville Management Corporation Tax Deferred Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Tocqueville Management Corp.'s sponsor-wide assets have grown 28.3% since 2022 across 2 plan years on file. More Finance & Insurance plans

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.