401(k) · DOL Form 5500 · 2022

Tm Rta Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
491
Participants Below avg headcount
52nd
Percentile by assets National rank
$10,972
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tm Rta Holdings 401(k) Plan · Sponsored by Tm Rta Management, Inc. · Tennessee · Educational Services

$5M in assets, 491 participants

Tm Rta Management, Inc.'s Tm Rta Holdings 401(k) Plan reported $5M in total assets and 491 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,465 in Educational Services (4,024 peers)

Coverage in Tennessee

Tm Rta Holdings 401(k) Plan covers 491 participants in Tennessee, about 44% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#1,465
in Educational Services (4,024 peers)
-22.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tm Rta Holdings 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Tm Rta Holdings 401(k) Plan vs every filed plan by assets

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

$5,387,468 Top 48% higher than 52% 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

Tm Rta Holdings 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. Tm Rta Holdings 401(k) Plan sits mid-pack in the medium band (491 participants).

DOL schedule card

Filing strip 814122983 · Tm Rta Management, Inc. PY 2022 · 401(k)

Tm Rta Holdings 401(k) Plan · $5M · 491 · 52nd

  • PHOTO $5M
  • PHOTO 491
  • PHOTO 52nd
  • PHOTO 401(k)
  • PHOTO near Kyocera Medical Technologies, Inc.
  • PHOTO ind #1465

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 Educational Services retirement plans → · Plans in Tennessee →

Tm Rta Holdings 401(k) Plan in the asset neighbourhood

Tm Rta Holdings 401(k) Plan$5MKyocera Medical Technologies, Inc.Kyocera Medical Technologies…$5MNew Advantage Corporation 401(K )PlanNew Advantage Corporation 40…$5MHtg 401(k) Plan$5MFoothill Fire Protection 401(k) PlanFoothill Fire Protection 401…$5M
End-of-year total assets ($M) among Tm Rta Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN814122983
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tm Rta Management, Inc.)

Sponsor-wide plan assets over time

All Tm Rta Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.28055628358256% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.39M $7.23M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 491 $5M
2023 1 408 $7M
2024 1 401 $7M

Nearby 401(k) Plans in Tennessee

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

Tm Rta Holdings 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Tm Rta Holdings 401(k) Plan, Total assets ($B): 0.005387468 · Participants: 491Tm Rta Holdings 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Tm Rta Holdings 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Tm Rta Holdings 401(k) Plan side-by-side with 3 peers →

Tm Rta Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Kyocera Medical Technologies, Inc. in CA ($5M); by covered participants it is Nutrien Collectively Bargained 401(k) Retirement Plan in CO (491 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (491 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 Tm Rta Holdings 401(k) Plan assets move in 2022? ▼
Tm Rta Holdings 401(k) Plan declined sharply - down 22.0% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Tm Rta Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tm Rta Management, Inc.'s sponsor-wide assets grew 34.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Tm Rta Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kyocera Medical Technologies, Inc. in CA ($5M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Tm Rta Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nutrien Collectively Bargained 401(k) Retirement Plan in CO (491 participants, $45M 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 814122983.

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.