401(k) · DOL Form 5500 · 2022

Todd & Sargent, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
143
Participants Small participant base
75th
Percentile by assets National rank
$120,991
Avg per participant Near avg balance/head
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Official DOL plan name: Todd & Sargent, Inc. 401(k) Profit Sharing Plan · Sponsored by Todd & Sargent, Inc. · Iowa · Construction

$17M in assets, 143 participants

Todd & Sargent, Inc.'s Todd & Sargent, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,404 in Construction (9,927 peers)

Coverage in Iowa

Todd & Sargent, Inc. 401(k) Profit Sharing Plan covers 143 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $17M.

#7,404
in Construction (9,927 peers)
-18.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Todd & Sargent, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,301,778 Top 25% higher than 75% 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

Todd & Sargent, Inc. 401(k) Profit Sharing 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. Todd & Sargent, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (143 participants).

EBSA filing schedule strip

Filing strip 421432171 · Todd & Sargent, Inc. PY 2022 · 401(k)

Todd & Sargent, Inc. 401(k) Profit Sharing Plan · $17M · 143 · 75th

  • EBSA $17M
  • PART 143
  • TYPE 75th
  • NET 401(k)
  • BOOK near Atto Technology, Inc. 401(k) Plan
  • VS-ST ind #7404

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 Construction retirement plans → · Plans in Iowa →

Todd & Sargent, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Todd & Sargent, Inc. 401(k) Profit Sharing PlanTodd & Sargent, Inc. 401(k) …$17MAtto Technology, Inc. 401(k) PlanAtto Technology, Inc. 401(k)…$17MInnovation First International 401(k) Profit Sharing Plan and TrustInnovation First Internation…$17MPushpay Retirement Plan$17MAssyst 401(k) Plan$17M
End-of-year total assets ($M) among Todd & Sargent, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN421432171
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Todd & Sargent, Inc.)

Sponsor-wide plan assets over time

All Todd & Sargent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 26.806528207679005% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $21.9M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 143 $17M
2023 1 238 $22M
2024 1 322 $22M

Nearby 401(k) Plans in Iowa

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

Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Todd & Sargent, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017301778 · Participants: 143Todd & Sargent, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Todd & Sargent, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Todd & Sargent, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Atto Technology, Inc. 401(k) Plan in NY ($17M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Todd & Sargent, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Todd & Sargent, Inc. 401(k) Profit Sharing Plan declined sharply - down 18.2% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Todd & Sargent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Todd & Sargent, Inc.'s sponsor-wide assets grew 26.8%, from $17M to $22M.
Where does Todd & Sargent, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Todd & Sargent, Inc. 401(k) Profit Sharing Plan ranks in the 75th 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 Todd & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atto Technology, Inc. 401(k) Plan in NY ($17M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Todd & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 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 421432171.

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.