401(k) · DOL Form 5500 · 2022
Total Benefit Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 445
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $21,933
- Avg per participant Low balance/head
Official DOL plan name: Total Benefit Management, Inc. Retirement Savings Plan · Sponsored by Total Benefit Management, Inc. · New York · Professional & Technical Services
$10M in assets, 445 participants
Total Benefit Management, Inc.'s Total Benefit Management, Inc. Retirement Savings Plan reported $10M in total assets and 445 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #13,619 in Professional & Technical Services (21,562 peers)
Total Benefit Management, Inc. multi-year trail
Total Benefit Management, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Total Benefit Management, Inc. Retirement Savings Plan at $10M / 445 participants.
- #13,619
- in Professional & Technical Services (21,562 peers)
- -11.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Total Benefit Management, Inc. Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Total Benefit Management, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,760,180 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Total Benefit Management, Inc. Retirement Savings 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. Total Benefit Management, Inc. Retirement Savings Plan sits mid-pack in the medium band (445 participants).
DOL schedule card
Filing strip 141759683 · Total Benefit Management, Inc. PY 2022 · 401(k)
Total Benefit Management, Inc. Retirement Savings Plan · $10M · 445 · 64th
- TYPE $10M
- NET 445
- BOOK 64th
- VS-ST 401(k)
- BOY near Allan Industries, Inc. 401(k) Profit Sharing
- SCH ind #13619
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 Professional & Technical Services retirement plans → · Plans in New York →
Total Benefit Management, Inc. Retirement Savings Plan in the asset neighbourhood
Total Benefit Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Total Benefit Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 22.722962076519078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 445 | $10M |
| 2023 | 1 | 430 | $11M |
| 2024 | 1 | 289 | $12M |
Total Benefit Management, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 141759683 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Total Benefit Management, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Allan Industries, Inc. 401(k) Profit Sharing in NJ ($10M); by covered participants it is Mhala 403(b) Plan in CA (445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Allan Industries, Inc. 401(k) Profit Sharing (NJ) $10M · 2,004
- Viget Labs 401(k) Retirement Plan (VA) $10M · 66
- Fairmount Homes 401(k) Savings Plan (PA) $10M · 301
- L.E. Bell Construction Company Inc., 401(k) Plan (AL) $10M · 252
Similar participant headcount
Nearest other-state filings by covered participants (445 participants); asset peers above are excluded.
- Mhala 403(b) Plan (CA) 445 · 0 off
- Gdh Consulting, Inc. 401(k) Plan (OK) 445 · 0 off
- Outset Medical 401(k) Plan (CA) 445 · 0 off
- Lakeland Care, Inc. Retirement Savings Plan (WI) 445 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.