401(k) · DOL Form 5500 · 2023
The Terteling Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 1,211
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $134,098
- Avg per participant Near avg balance/head
Official DOL plan name: Terteling Employees' Profit Sharing and Thrift Savings Plan · Sponsored by The Terteling Company, Inc. · Idaho · Retail Trade
$162M in assets, 1,211 participants
The Terteling Company, Inc.'s Terteling Employees' Profit Sharing and Thrift Savings Plan reported $162M in total assets and 1,211 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,125 in Retail Trade (8,414 peers)
Coverage in Idaho
Terteling Employees' Profit Sharing and Thrift Savings Plan covers 1,211 participants in Idaho, 3.5x the typical Idaho plan (state average ~347 per filing). Assets: $162M.
- #8,125
- in Retail Trade (8,414 peers)
- +18.8%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Terteling Employees' Profit Sharing and Thrift Savings Plan's outsized position by total assets
Terteling Employees' Profit Sharing and Thrift Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$162,393,026 Top 6% higher than 94% 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
Terteling Employees' Profit Sharing and Thrift Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terteling Employees' Profit Sharing and Thrift Savings Plan lands in the large band (1,211 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Terteling Employees' Profit Sharing and Thrift Savings Plan reported net income rose from -$28M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Terteling Employees' Profit Sharing and Thrift Savings Plan end-of-year assets rose from $137M in the plan year 2022 filing to $162M in the plan year 2023 filing.
- Terteling Employees' Profit Sharing and Thrift Savings Plan reported participants rose from 1,138 in the plan year 2022 filing to 1,211 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 820180520 · The Terteling Company, Inc. PY 2023 · 401(k)
Terteling Employees' Profit Sharing and Thrift Savings Plan · $162M · 1,211 · 94th
- BOY $162M
- BOY 1,211
- BOY 94th
- BOY 401(k)
- BOY near Rivkin Radler LLP 401(k) Savings & Profit Sharing Plan
- BOY ind #8125
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 Retail Trade retirement plans → · Plans in Idaho →
Terteling Employees' Profit Sharing and Thrift Savings Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $26M |
| Employer EIN | 820180520 |
| Plan Effective Date | 1962-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Terteling Company, Inc.)
Sponsor-wide plan assets over time
All The Terteling Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $183M 33.9865974154108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,138 | $137M |
| 2023 | 1 | 1,211 | $162M |
| 2024 | 1 | 1,343 | $183M |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
- Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
- Simplot Retirement Savings Plan $1.4B · 8,746
- Idaho Power Company Employee Savings Plan $794M · 2,089
- Boise Cascade Company Savings Plan $656M · 3,476
Terteling Employees' Profit Sharing and Thrift Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Rivkin Radler LLP 401(k) Savings & Profit Sharing Plan in NY ($162M); by covered participants it is Trimas Corporation Hourly Retirement Program in MI (1,211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- Rivkin Radler LLP 401(k) Savings & Profit Sharing Plan (NY) $162M · 425
- M/I Homes, Inc. 401(k) Profit Sharing Plan (OH) $162M · 1,629
- Cascades 401(k) Savings and Retirement Plan (NY) $162M · 2,288
- Coordinates Operations LLC 401(k) Retirement Plan (MA) $162M · 608
Similar participant headcount
Nearest other-state filings by covered participants (1,211 participants); asset peers above are excluded.
- Trimas Corporation Hourly Retirement Program (MI) 1,211 · 0 off
- Sault Tribe 401 (K) Plan (MI) 1,211 · 0 off
- The Windquest Group 401(k) Retirement Savings Plan (MI) 1,211 · 0 off
- Delta Community Credit Union 401(k) Savings Plan (GA) 1,211 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.