401(k) · DOL Form 5500 · 2023

Tablinum Management Inc 401(k) Plan

Data updated 2026-08-25

$578K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$288,825
Avg per participant High balance/head
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Official DOL plan name: Tablinum Management Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Tablinum Management Inc · California · Finance & Insurance

$578K in assets, 2 participants

Tablinum Management Inc's Tablinum Management Inc 401(k) Profit Sharing Plan & Trust reported $578K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,044 in Finance & Insurance (8,869 peers)

Tablinum Management Inc multi-year trail

Tablinum Management Inc's plans moved +127.6% in assets from 2022 to 2024; this filing shows Tablinum Management Inc 401(k) Profit Sharing Plan & Trust at $578K / 2 participants.

#1,044
in Finance & Insurance (8,869 peers)
+63.6%
assets growth YoY

Tablinum Management Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Tablinum Management Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$577,650 19th percentile higher than 19% 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

Tablinum Management Inc 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. Tablinum Management Inc 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tablinum Management Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $24K in the plan year 2022 filing to $225K in the plan year 2023 filing.
  • Tablinum Management Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $353K in the plan year 2022 filing to $578K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472937756 · Tablinum Management Inc PY 2023 · 401(k)

Tablinum Management Inc 401(k) Profit Sharing Plan & Trust · $578K · 2 · 19th

  • EOY $578K
  • EOY 2
  • EOY 19th
  • EOY 401(k)
  • EOY near The Schlecht Group, Inc. 401(k) Profit Sharing Plan
  • EOY ind #1044

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 California →

Tablinum Management Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Tablinum Management Inc 401(k) Profit Sharing Plan & TrustTablinum Management Inc 401(…$578KThe Schlecht Group, Inc. 401(k) Profit Sharing PlanThe Schlecht Group, Inc. 401…$578KKona Hills, LLC 401(k) Plan$578KMatter Management Enterprise, LLC 401(k) PlanMatter Management Enterprise…$577KLynx Vending, Inc. 401(k) Profit Sharing PlanLynx Vending, Inc. 401(k) Pr…$578K
End-of-year total assets ($M) among Tablinum Management Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tablinum Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Tablinum Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$804K 127.5850937305318% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.35M $0.8M ▲ +128.6%
Year Plans Participants Total Assets
2022 1 2 $353K
2023 1 2 $578K
2024 1 2 $804K

Tablinum Management Inc filing trail (2023)

Total Assets (Beginning of Year)$353K
Net Assets (End of Year)$578K
Net Income$225K
Employer EIN472937756
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tablinum Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tablinum Management Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00057765 · Participants: 2Tablinum Management Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tablinum Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Tablinum Management Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Schlecht Group, Inc. 401(k) Profit Sharing Plan in TX ($578K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Tablinum Management Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Tablinum Management Inc 401(k) Profit Sharing Plan & Trust surged - up 63.6% during 2023, from $353K to $578K. Reported net income was $225K.
How have Tablinum Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tablinum Management Inc's sponsor-wide assets grew 127.6%, from $353K to $804K.
Where does Tablinum Management Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Tablinum Management Inc 401(k) Profit Sharing Plan & Trust ranks in the 19th 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 Tablinum Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Schlecht Group, Inc. 401(k) Profit Sharing Plan in TX ($578K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Tablinum Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 472937756.

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.