401(k) · DOL Form 5500 · 2023

Tonneson & Company, PC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
87
Participants Small participant base
78th
Percentile by assets National rank
$314,826
Avg per participant High balance/head
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Official DOL plan name: Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan · Sponsored by Tonneson & Company, PC · Massachusetts · Professional & Technical Services

$27M in assets, 87 participants

Tonneson & Company, PC's Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan reported $27M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,900 in Professional & Technical Services (20,321 peers)

Where Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan sits by assets

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 87 participants (~$314,826/participant), up 23.0% in 2023.

#15,900
in Professional & Technical Services (20,321 peers)
+23.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan's outsized position by total assets

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

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

$27,389,863 Top 22% higher than 78% 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

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan reported participants rose from 80 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042943536 · Tonneson & Company, PC PY 2023 · 401(k)

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan · $27M · 87 · 78th

  • ASSETS $27M
  • PCT 87
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Primeenergy Corporation Employees 401(k) Savings Plan
  • IND ind #15900

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 Massachusetts →

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

Tonneson & Company, PC. 401(k) Profit Sharing Retirement PlanTonneson & Company, PC. 401(…$27MPrimeenergy Corporation Employees 401(k) Savings PlanPrimeenergy Corporation Empl…$27MIllinois Education Association Professional Staff 401(k) PlanIllinois Education Associati…$27MAdvanced Web Technologies, Inc. 401(k) PlanAdvanced Web Technologies, I…$27MSquare Care Medical Group, LLP 401(k) PlanSquare Care Medical Group, L…$27M
End-of-year total assets ($M) among Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN042943536
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tonneson & Company, PC)

Sponsor-wide plan assets over time

All Tonneson & Company, PC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 34.87652979270679% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.3M $30M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 80 $22M
2023 1 87 $27M
2024 1 94 $30M

Nearby 401(k) Plans in Massachusetts

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

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.027389863 · Participants: 87Tonneson & Company, PC. 401(k) Profit Sharing Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Primeenergy Corporation Employees 401(k) Savings Plan in TX ($27M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan assets move in 2023? ▼
Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan grew sharply - up 23.0% during 2023, from $22M to $27M. Reported net income was $5M.
How have Tonneson & Company, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tonneson & Company, PC's sponsor-wide assets grew 34.9%, from $22M to $30M.
Where does Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primeenergy Corporation Employees 401(k) Savings Plan in TX ($27M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 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 042943536.

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.