401(k) · DOL Form 5500 · 2022

Toma & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$729K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$145,745
Avg per participant Above avg balance/head
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Official DOL plan name: Toma & Associates, Inc. Retirement Plan · Sponsored by Toma & Associates, Inc. · California · Management of Enterprises

$729K in assets, 5 participants

Toma & Associates, Inc.'s Toma & Associates, Inc. Retirement Plan reported $729K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #144 in Management of Enterprises (1,193 peers)

Toma & Associates, Inc. multi-year trail

Toma & Associates, Inc.'s plans moved +31.3% in assets from 2022 to 2024; this filing shows Toma & Associates, Inc. Retirement Plan at $729K / 5 participants.

#144
in Management of Enterprises (1,193 peers)
-22.0%
assets change YoY

The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Toma & Associates, Inc. Retirement Plan among the smaller filed plans by assets

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

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

$728,727 22nd percentile higher than 22% 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

Toma & Associates, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toma & Associates, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 260426937 · Toma & Associates, Inc. PY 2022 · 401(k)

Toma & Associates, Inc. Retirement Plan · $729K · 5 · 22nd

  • NET $729K
  • BOOK 5
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Cadeco Industries Inc. 401(k) Plan
  • EBSA ind #144

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 Management of Enterprises retirement plans → · Plans in California →

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

Toma & Associates, Inc. Retirement PlanToma & Associates, Inc. Reti…$729KCadeco Industries Inc. 401(k) PlanCadeco Industries Inc. 401(k…$729KLew Thompson & Son Trucking 401(k) PlanLew Thompson & Son Trucking …$729KDelta Business Consulting Solo K PlanDelta Business Consulting So…$729KPaschal Ventures, Inc. 401(k) Profit Sharing PlanPaschal Ventures, Inc. 401(k…$729K
End-of-year total assets ($M) among Toma & Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Toma & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$957K 31.349874507188563% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.73M $0.96M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 5 $729K
2023 1 4 $846K
2024 1 6 $957K

Toma & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$934K
Net Assets (End of Year)$729K
Net Income-$205K
Employer EIN260426937
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Toma & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Toma & Associates, Inc. Retirement Plan, Total assets ($B): 0.000728727 · Participants: 5Toma & Associates, Inc. Retirement 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
Toma & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Toma & Associates, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Cadeco Industries Inc. 401(k) Plan in TX ($729K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($729K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Toma & Associates, Inc. Retirement Plan assets move in 2022? ▼
Toma & Associates, Inc. Retirement Plan declined sharply - down 22.0% during 2022, from $934K to $729K. Reported net income was -$205K.
How have Toma & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toma & Associates, Inc.'s sponsor-wide assets grew 31.3%, from $729K to $957K.
Where does Toma & Associates, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Toma & Associates, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Toma & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cadeco Industries Inc. 401(k) Plan in TX ($729K, 162 participants).
Which 401(k) plans cover a similar participant headcount to Toma & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 260426937.

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.