401(k) · DOL Form 5500 · 2022

Tomlinson & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
151
Participants Small participant base
38th
Percentile by assets National rank
$17,803
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tomlinson & Associates, Inc. Retirement Plan · Sponsored by Tomlinson & Associates, Inc. · Idaho · Real Estate

$3M in assets, 151 participants

Tomlinson & Associates, Inc.'s Tomlinson & Associates, Inc. Retirement Plan reported $3M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,889 in Real Estate (5,057 peers)

Coverage in Idaho

Tomlinson & Associates, Inc. Retirement Plan covers 151 participants in Idaho, about 44% of the average Idaho filer (state average ~347 per filing). Assets: $3M.

#2,889
in Real Estate (5,057 peers)
-17.1%
assets change YoY

The plan reported a net loss of $553K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tomlinson & Associates, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Tomlinson & Associates, Inc. Retirement Plan vs every filed plan by assets

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

$2,688,212 38th percentile higher than 38% 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

Tomlinson & Associates, Inc. Retirement 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. Tomlinson & Associates, Inc. Retirement Plan sits mid-pack in the medium band (151 participants).

Plan-year Form 5500 strip

Filing strip 820334213 · Tomlinson & Associates, Inc. PY 2022 · 401(k)

Tomlinson & Associates, Inc. Retirement Plan · $3M · 151 · 38th

  • EBSA $3M
  • EBSA 151
  • EBSA 38th
  • EBSA 401(k)
  • EBSA near Lhjs Investments, LLC 401(k) Plan
  • EBSA ind #2889

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 Real Estate retirement plans → · Plans in Idaho →

Tomlinson & Associates, Inc. Retirement Plan in the asset neighbourhood

Tomlinson & Associates, Inc. Retirement PlanTomlinson & Associates, Inc.…$3MLhjs Investments, LLC 401(k) PlanLhjs Investments, LLC 401(k)…$3MPride Rock Capital Management 401(k) Profit Sharing Plan & TrustPride Rock Capital Managemen…$3MVolian 401(k) Plan$3MMasami Foods, Inc. 401(k) Profit Sharing PlanMasami Foods, Inc. 401(k) Pr…$3M
End-of-year total assets ($M) among Tomlinson & Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Idaho filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$553K
Employer EIN820334213
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tomlinson & Associates, Inc.)

Sponsor-wide plan assets over time

All Tomlinson & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.117917783270066% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.69M $3.39M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 151 $3M
2023 1 139 $3M
2024 1 152 $3M

Nearby 401(k) Plans in Idaho

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

Tomlinson & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Tomlinson & Associates, Inc. Retirement Plan, Total assets ($B): 0.002688212 · Participants: 151Tomlinson & Associates, Inc. Retirement PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 2.812369388 · Participants: 9161Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 1.939840919 · Participants: 5961Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.118817578 · Participants: 7817Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.693699505 · Participants: 2009Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.536496114 · Participants: 3405Boise Cascade Company Savings Plan
Tomlinson & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Tomlinson & Associates, Inc. Retirement Plan side-by-side with 3 peers →

Tomlinson & Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Lhjs Investments, LLC 401(k) Plan in CA ($3M); by covered participants it is Kent Materials 401(k) in LA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Tomlinson & Associates, Inc. Retirement Plan assets move in 2022? ▼
Tomlinson & Associates, Inc. Retirement Plan declined sharply - down 17.1% during 2022, from $3M to $3M. Reported net income was -$553K.
How have Tomlinson & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tomlinson & Associates, Inc.'s sponsor-wide assets grew 26.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Tomlinson & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lhjs Investments, LLC 401(k) Plan in CA ($3M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Tomlinson & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (151 participants, $263K 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 820334213.

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.