401(k) · DOL Form 5500 · 2023
Tjm Sales & Marketing, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $593,659
- Avg per participant High balance/head
Official DOL plan name: Tjm Sales & Marketing Inc 401(k) Psp · Sponsored by Tjm Sales & Marketing, Inc. · North Carolina · Wholesale Trade
$3M in assets, 5 participants
Tjm Sales & Marketing, Inc.'s Tjm Sales & Marketing Inc 401(k) Psp reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #1,548 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Tjm Sales & Marketing Inc 401(k) Psp holds $3M for 5 participants - about $593,659 per participant, in the lower half of filed plans by assets.
- #1,548
- in Wholesale Trade (6,309 peers)
- +1.9%
- assets growth YoY
Tjm Sales & Marketing Inc 401(k) Psp's mid-pack asset rank among Wholesale Trade and all filers
Tjm Sales & Marketing Inc 401(k) Psp vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,968,295 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tjm Sales & Marketing Inc 401(k) Psp among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tjm Sales & Marketing Inc 401(k) Psp is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tjm Sales & Marketing Inc 401(k) Psp reported net income rose from -$918K in the plan year 2022 filing to $55K in the plan year 2023 filing.
- Tjm Sales & Marketing Inc 401(k) Psp end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 561802841 · Tjm Sales & Marketing, Inc. PY 2023 · 401(k)
Tjm Sales & Marketing Inc 401(k) Psp · $3M · 5 · 36th
- NET $3M
- NET 5
- NET 36th
- NET 401(k)
- NET near Advanced Asset Management Advisors, Inc.
- NET ind #1548
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Tjm Sales & Marketing Inc 401(k) Psp in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $55K |
| Employer EIN | 561802841 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tjm Sales & Marketing, Inc.)
Sponsor-wide plan assets over time
All Tjm Sales & Marketing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 7.548416346430718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 5 | $3M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Tjm Sales & Marketing Inc 401(k) Psp's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Advanced Asset Management Advisors, Inc. in OH ($3M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.