401(k) · DOL Form 5500 · 2022

Tervis Tumbler Company 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
400
Participants Below avg headcount
74th
Percentile by assets National rank
$40,647
Avg per participant Low balance/head
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Official DOL plan name: Tervis Tumbler Company 401(k) Plan · Sponsored by Tervis Tumbler Company · Florida · Manufacturing

$16M in assets, 400 participants

Tervis Tumbler Company's Tervis Tumbler Company 401(k) Plan reported $16M in total assets and 400 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,126 in Manufacturing (20,602 peers)

Tervis Tumbler Company multi-year trail

Tervis Tumbler Company's plans moved -13.3% in assets from 2022 to 2024; this filing shows Tervis Tumbler Company 401(k) Plan at $16M / 400 participants.

#13,126
in Manufacturing (20,602 peers)
-17.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tervis Tumbler Company 401(k) Plan's outsized position by total assets

Tervis Tumbler Company 401(k) Plan vs every filed plan by assets

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

$16,258,736 Top 26% higher than 74% 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

Tervis Tumbler Company 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. Tervis Tumbler Company 401(k) Plan sits mid-pack in the medium band (400 participants).

Form 5500 schedule snapshot

Filing strip 591214892 · Tervis Tumbler Company PY 2022 · 401(k)

Tervis Tumbler Company 401(k) Plan · $16M · 400 · 74th

  • BOY $16M
  • SCH 400
  • EBSA 74th
  • PART 401(k)
  • TYPE near Isk Americas Incorporated Investment Plan
  • NET ind #13126

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 Manufacturing retirement plans → · Plans in Florida →

Tervis Tumbler Company 401(k) Plan in the asset neighbourhood

Tervis Tumbler Company 401(k) PlanTervis Tumbler Company 401(k…$16MIsk Americas Incorporated Investment PlanIsk Americas Incorporated In…$16MWare Industries, Inc. 401(k) Retirement PlanWare Industries, Inc. 401(k)…$16MStewart Builders, Inc. 401(k) Savings PlanStewart Builders, Inc. 401(k…$16MMegamex Foods, LLC 401(k) PlanMegamex Foods, LLC 401(k) Pl…$16M
End-of-year total assets ($M) among Tervis Tumbler Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tervis Tumbler Company multi-year asset trail

Sponsor-wide plan assets over time

All Tervis Tumbler Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.314202284851664% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $16.3M $14.1M ▼ -13.3%
Year Plans Participants Total Assets
2022 1 400 $16M
2023 1 338 $15M
2024 1 184 $14M

Tervis Tumbler Company filing trail (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN591214892
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Tervis Tumbler Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Tervis Tumbler Company 401(k) Plan, Total assets ($B): 0.016258736 · Participants: 400Tervis Tumbler Company 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Tervis Tumbler Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tervis Tumbler Company 401(k) Plan side-by-side with 3 peers →

Tervis Tumbler Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Isk Americas Incorporated Investment Plan in OH ($16M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Tervis Tumbler Company 401(k) Plan assets move in 2022? ▼
Tervis Tumbler Company 401(k) Plan declined sharply - down 17.7% during 2022, from $20M to $16M. Reported net income was -$3M.
How have Tervis Tumbler Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tervis Tumbler Company's sponsor-wide assets declined 13.3%, from $16M to $14M.
Which 401(k) plans are similar in size to Tervis Tumbler Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isk Americas Incorporated Investment Plan in OH ($16M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Tervis Tumbler Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants, $481K 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 591214892.

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.