401(k) · DOL Form 5500 · 2023

Turnbull & Asser (USA) LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
29
Participants Small participant base
41st
Percentile by assets National rank
$146,459
Avg per participant Above avg balance/head
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Official DOL plan name: Turnbull & Asser 401(k) Plan · Sponsored by Turnbull & Asser (USA) LLC · Connecticut · Retail Trade

$4M in assets, 29 participants

Turnbull & Asser (USA) LLC's Turnbull & Asser 401(k) Plan reported $4M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,388 in Retail Trade (8,414 peers)

Turnbull & Asser (USA) LLC multi-year trail

Turnbull & Asser (USA) LLC's plans moved +19.4% in assets from 2022 to 2024; this filing shows Turnbull & Asser 401(k) Plan at $4M / 29 participants.

#4,388
in Retail Trade (8,414 peers)
+25.4%
assets growth YoY

Turnbull & Asser 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Turnbull & Asser 401(k) Plan vs every filed plan by assets

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

$4,247,317 41st percentile higher than 41% 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

Turnbull & Asser 401(k) 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. Turnbull & Asser 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Turnbull & Asser 401(k) Plan reported net income rose from -$573K in the plan year 2022 filing to $859K in the plan year 2023 filing.
  • Turnbull & Asser 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Turnbull & Asser 401(k) Plan reported participants rose from 25 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061458400 · Turnbull & Asser (USA) LLC PY 2023 · 401(k)

Turnbull & Asser 401(k) Plan · $4M · 29 · 41st

  • BOY $4M
  • SCH 29
  • EBSA 41st
  • PART 401(k)
  • TYPE near James a. Mcbrady, Inc. 401(k) Plan
  • NET ind #4388

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 Connecticut →

Turnbull & Asser 401(k) Plan in the asset neighbourhood

Turnbull & Asser 401(k) Plan$4MJames a. Mcbrady, Inc. 401(k) PlanJames a. Mcbrady, Inc. 401(k…$4MRobinson Green Beretta Corporation Thrift 401(k) PlanRobinson Green Beretta Corpo…$4MNorthern Wholesale Supply, LLC 401(k) Retirement PlanNorthern Wholesale Supply, L…$4MAccelare Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Turnbull & Asser 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Turnbull & Asser (USA) LLC multi-year asset trail

Sponsor-wide plan assets over time

All Turnbull & Asser (USA) LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.41522276771101% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.39M $4.05M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 29 $4M
2024 1 31 $4M

Turnbull & Asser (USA) LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$859K
Employer EIN061458400
Plan Effective Date1999-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Turnbull & Asser 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Turnbull & Asser 401(k) Plan, Total assets ($B): 0.004247317 · Participants: 29Turnbull & Asser 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Turnbull & Asser 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Turnbull & Asser 401(k) Plan side-by-side with 3 peers →

Turnbull & Asser 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is James a. Mcbrady, Inc. 401(k) Plan in ME ($4M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Turnbull & Asser 401(k) Plan assets move in 2023? ▼
Turnbull & Asser 401(k) Plan grew sharply - up 25.4% during 2023, from $3M to $4M. Reported net income was $859K.
How have Turnbull & Asser (USA) LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Turnbull & Asser (USA) LLC's sponsor-wide assets grew 19.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Turnbull & Asser 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is James a. Mcbrady, Inc. 401(k) Plan in ME ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Turnbull & Asser 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 061458400.

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.