401(k) · DOL Form 5500 · 2023

Ferry International, LLC Dba Tom Ferry 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
142
Participants Small participant base
40th
Percentile by assets National rank
$27,794
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tom Ferry 401(k) Plan · Sponsored by Ferry International, LLC Dba Tom Ferry · California · Retail Trade

$4M in assets, 142 participants

Ferry International, LLC Dba Tom Ferry's Tom Ferry 401(k) Plan reported $4M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,286 in Retail Trade (8,414 peers)

Coverage in California

Tom Ferry 401(k) Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,286
in Retail Trade (8,414 peers)
+28.0%
assets growth YoY

Tom Ferry 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Tom Ferry 401(k) Plan vs every filed plan by assets

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

$3,946,688 40th percentile higher than 40% 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

Tom Ferry 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tom Ferry 401(k) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tom Ferry 401(k) Plan reported net income rose from -$48K in the plan year 2022 filing to $862K in the plan year 2023 filing.
  • Tom Ferry 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tom Ferry 401(k) Plan reported participants rose from 136 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 813972576 · Ferry International, LLC Dba Tom Ferry PY 2023 · 401(k)

Tom Ferry 401(k) Plan · $4M · 142 · 40th

  • VS-ST $4M
  • VS-ST 142
  • VS-ST 40th
  • VS-ST 401(k)
  • VS-ST near Caretti, Inc. Profit Sharing Plan and Trust
  • VS-ST ind #4286

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 California →

Tom Ferry 401(k) Plan in the asset neighbourhood

Tom Ferry 401(k) Plan$4MCaretti, Inc. Profit Sharing Plan and TrustCaretti, Inc. Profit Sharing…$4MDirection's 403(b) Plan$4MThe 401(k) Group Plan$4MAbd Associates LLP Profit Sharing PlanAbd Associates LLP Profit Sh…$4M
End-of-year total assets ($M) among Tom Ferry 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$862K
Employer EIN813972576
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferry International, LLC Dba Tom Ferry)

Sponsor-wide plan assets over time

All Ferry International, LLC Dba Tom Ferry plans reported in each filing year

Latest sponsor-wide plan assets
$5M 63.11646519161446% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.08M $5.03M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 136 $3M
2023 1 142 $4M
2024 1 115 $5M

Nearby 401(k) Plans in California

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

Tom Ferry 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tom Ferry 401(k) Plan, Total assets ($B): 0.003946688 · Participants: 142Tom Ferry 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tom Ferry 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tom Ferry 401(k) Plan side-by-side with 3 peers →

Tom Ferry 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Caretti, Inc. Profit Sharing Plan and Trust in PA ($4M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Tom Ferry 401(k) Plan assets move in 2023? ▼
Tom Ferry 401(k) Plan grew sharply - up 28.0% during 2023, from $3M to $4M. Reported net income was $862K.
How have Ferry International, LLC Dba Tom Ferry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferry International, LLC Dba Tom Ferry's sponsor-wide assets grew 63.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Tom Ferry 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caretti, Inc. Profit Sharing Plan and Trust in PA ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Tom Ferry 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 813972576.

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.