401(k) · DOL Form 5500 · 2023
Tmi Tax Services Group Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $254,718
- Avg per participant Above avg balance/head
Official DOL plan name: Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Tmi Tax Services Group Inc · California · Professional & Technical Services
$3M in assets, 12 participants
Tmi Tax Services Group Inc's Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 12 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.
- #6,655 in Professional & Technical Services (20,321 peers)
Tmi Tax Services Group Inc multi-year trail
Tmi Tax Services Group Inc's plans moved +37.9% in assets from 2022 to 2024; this filing shows Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust at $3M / 12 participants.
- #6,655
- in Professional & Technical Services (20,321 peers)
- +23.0%
- assets growth YoY
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,056,610 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
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$337K in the plan year 2022 filing to $572K in the plan year 2023 filing.
- Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 205002270 · Tmi Tax Services Group Inc PY 2023 · 401(k)
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust · $3M · 12 · 36th
- NET $3M
- BOOK 12
- VS-ST 36th
- BOY 401(k)
- SCH near Health Insurance Associates 401(k) Plan
- EBSA ind #6655
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 Professional & Technical Services retirement plans → · Plans in California →
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Tmi Tax Services Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All Tmi Tax Services Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 37.86832210540382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 12 | $3M |
| 2024 | 1 | 13 | $3M |
Tmi Tax Services Group Inc filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $572K |
| Employer EIN | 205002270 |
| Plan Effective Date | 1988-05-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Tmi Tax Services Group 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 Health Insurance Associates 401(k) Plan in FL ($3M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 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 (12 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.