401(k) · DOL Form 5500 · 2022

Toward Maximum Independence 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
288
Participants Below avg headcount
53rd
Percentile by assets National rank
$19,291
Avg per participant Low balance/head
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Official DOL plan name: Toward Maximum Independence 401(k) Plan · Sponsored by Toward Maximum Independence · California · Healthcare & Social Assistance

$6M in assets, 288 participants

Toward Maximum Independence's Toward Maximum Independence 401(k) Plan reported $6M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,742 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Toward Maximum Independence 401(k) Plan covers 288 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $6M.

#11,742
in Healthcare & Social Assistance (20,060 peers)
-8.2%
assets change YoY

The plan reported a net loss of $499K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Toward Maximum Independence 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Toward Maximum Independence 401(k) Plan vs every filed plan by assets

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

$5,555,862 Top 47% higher than 53% 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

Toward Maximum Independence 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. Toward Maximum Independence 401(k) Plan sits mid-pack in the medium band (288 participants).

Form 5500 schedule snapshot

Filing strip 330185759 · Toward Maximum Independence PY 2022 · 401(k)

Toward Maximum Independence 401(k) Plan · $6M · 288 · 53rd

  • PCT $6M
  • EIN 288
  • RANK 53rd
  • PHOTO 401(k)
  • IND near Tec, Inc. 401(k) Plan
  • EOY ind #11742

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Toward Maximum Independence 401(k) Plan in the asset neighbourhood

Toward Maximum Independence 401(k) PlanToward Maximum Independence …$6MTec, Inc. 401(k) Plan$6MThi Retirement Savings Plan$6MInternational Ice Cream Corporation 401(k) PlanInternational Ice Cream Corp…$6MAll Star Recruiting Inc 401(k) PlanAll Star Recruiting Inc 401(…$6M
End-of-year total assets ($M) among Toward Maximum Independence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$499K
Employer EIN330185759
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toward Maximum Independence)

Sponsor-wide plan assets over time

All Toward Maximum Independence plans reported in each filing year

Latest sponsor-wide plan assets
$9M 69.21464212034064% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.56M $9.4M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 288 $6M
2023 1 287 $7M
2024 1 321 $9M

Nearby 401(k) Plans in California

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

Toward Maximum Independence 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Toward Maximum Independence 401(k) Plan, Total assets ($B): 0.005555862 · Participants: 288Toward Maximum Independence 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Toward Maximum Independence 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Toward Maximum Independence 401(k) Plan side-by-side with 3 peers →

Toward Maximum Independence 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tec, Inc. 401(k) Plan in OH ($6M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Toward Maximum Independence 401(k) Plan assets move in 2022? ▼
Toward Maximum Independence 401(k) Plan pulled back noticeably - down 8.2% during 2022, from $6M to $6M. Reported net income was -$499K.
How have Toward Maximum Independence plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toward Maximum Independence's sponsor-wide assets grew 69.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Toward Maximum Independence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tec, Inc. 401(k) Plan in OH ($6M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Toward Maximum Independence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 participants, N/A 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 330185759.

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.