401(k) · DOL Form 5500 · 2023

Toomey Investment Management I 401(k) Plan

Data updated 2026-08-25

$427K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$106,700
Avg per participant Below avg balance/head
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Official DOL plan name: Toomey Investment Management I 401(k) Profit Sharing Plan & Trust · Sponsored by Toomey Investment Management I · Connecticut · Finance & Insurance

$427K in assets, 4 participants

Toomey Investment Management I's Toomey Investment Management I 401(k) Profit Sharing Plan & Trust reported $427K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #882 in Finance & Insurance (8,869 peers)

Toomey Investment Management I multi-year trail

Toomey Investment Management I's plans moved +376.7% in assets from 2022 to 2024; this filing shows Toomey Investment Management I 401(k) Profit Sharing Plan & Trust at $427K / 4 participants.

#882
in Finance & Insurance (8,869 peers)
+131.1%
assets growth YoY

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$426,801 17th percentile higher than 17% of 127,068 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 2023

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toomey Investment Management I 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Toomey Investment Management I 401(k) Profit Sharing Plan & Trust reported net income rose from $70K in the plan year 2022 filing to $242K in the plan year 2023 filing.
  • Toomey Investment Management I 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $185K in the plan year 2022 filing to $427K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271418696 · Toomey Investment Management I PY 2023 · 401(k)

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust · $427K · 4 · 17th

  • EIN $427K
  • EIN 4
  • EIN 17th
  • EIN 401(k)
  • EIN near Crossroads Resolutions Retirement Plan
  • EIN ind #882

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Toomey Investment Management I 401(k) Profit Sharing Plan & TrustToomey Investment Management…$427KCrossroads Resolutions Retirement PlanCrossroads Resolutions Retir…$427KBsn Santa Fe Enterprises Inc 401(k) PlanBsn Santa Fe Enterprises Inc…$427KHartington Auto & Truck Parts, Inc. 401(k) PlanHartington Auto & Truck Part…$427KDithawk Incorporated 401(k) Profit Sharing PlanDithawk Incorporated 401(k) …$427K
End-of-year total assets ($M) among Toomey Investment Management I 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Toomey Investment Management I multi-year asset trail

Sponsor-wide plan assets over time

All Toomey Investment Management I plans reported in each filing year

Latest sponsor-wide plan assets
$880K 376.74282588799775% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.18M $0.88M ▲ +388.9%
Year Plans Participants Total Assets
2022 1 4 $185K
2023 1 4 $427K
2024 1 5 $880K

Toomey Investment Management I filing trail (2023)

Total Assets (Beginning of Year)$185K
Net Assets (End of Year)$427K
Net Income$242K
Employer EIN271418696
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Toomey Investment Management I 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000426801 · Participants: 4Toomey Investment Management I 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Toomey Investment Management I 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Toomey Investment Management I 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Crossroads Resolutions Retirement Plan in MO ($427K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Toomey Investment Management I 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust surged - up 131.1% during 2023, from $185K to $427K. Reported net income was $242K.
How have Toomey Investment Management I plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toomey Investment Management I's sponsor-wide assets grew 376.7%, from $185K to $880K.
Where does Toomey Investment Management I 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Toomey Investment Management I 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Crossroads Resolutions Retirement Plan in MO ($427K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Toomey Investment Management I 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271418696.

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.