401(k) · DOL Form 5500 · 2023

Tarkenton & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$148K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$36,905
Avg per participant Low balance/head
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Official DOL plan name: Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan · Sponsored by Tarkenton & Sons, Inc. · Texas · Other Services

$148K in assets, 4 participants

Tarkenton & Sons, Inc.'s Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan reported $148K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,450 in Other Services (7,857 peers)

Tarkenton & Sons, Inc. multi-year trail

Tarkenton & Sons, Inc.'s plans moved +42.8% in assets from 2022 to 2024; this filing shows Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan at $148K / 4 participants.

#1,450
in Other Services (7,857 peers)
+39.6%
assets growth YoY

Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$147,620 9th percentile higher than 9% 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

Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $106K in the plan year 2022 filing to $148K in the plan year 2023 filing.
  • Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan reported net income rose from $33K in the plan year 2022 filing to $42K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831847446 · Tarkenton & Sons, Inc. PY 2023 · 401(k)

Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan · $148K · 4 · 9th

  • NET $148K
  • BOOK 4
  • VS-ST 9th
  • BOY 401(k)
  • SCH near Appexx Enterprises Retirement Plan
  • EBSA ind #1450

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 Other Services retirement plans → · Plans in Texas →

Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Tarkenton & Sons, Inc. 401(k) Profit Sharing PlanTarkenton & Sons, Inc. 401(k…$148KAppexx Enterprises Retirement PlanAppexx Enterprises Retiremen…$148KPheonix Enterprises, Inc. 401(k) PlanPheonix Enterprises, Inc. 40…$148KScott Meats, Inc. Retirement PlanScott Meats, Inc. Retirement…$148KWojie Agency Retirement Plan$148K
End-of-year total assets ($M) among Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tarkenton & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tarkenton & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151K 42.75513099404142% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M 202220232024 $0.11M $0.15M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 3 $106K
2023 1 4 $148K
2024 1 5 $151K

Tarkenton & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$106K
Net Assets (End of Year)$148K
Net Income$42K
Employer EIN831847446
Plan Effective Date2018-09-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00014762 · Participants: 4Tarkenton & Sons, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Appexx Enterprises Retirement Plan in OH ($148K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148K here).

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 Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan surged - up 39.6% during 2023, from $106K to $148K. Reported net income was $42K.
How have Tarkenton & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarkenton & Sons, Inc.'s sponsor-wide assets grew 42.8%, from $106K to $151K.
Where does Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan ranks in the 9th 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 Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appexx Enterprises Retirement Plan in OH ($148K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Tarkenton & Sons, Inc. 401(k) Profit Sharing Plan? ▼
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 831847446.

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.