401(k) · DOL Form 5500 · 2023

Turchan Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$532K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$531,857
Avg per participant High balance/head
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Official DOL plan name: Turchan Financial Group 401(k) · Sponsored by Turchan Financial Group, LLC · Michigan · Finance & Insurance

$532K in assets, 1 participants

Turchan Financial Group, LLC's Turchan Financial Group 401(k) reported $532K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,002 in Finance & Insurance (8,869 peers)

Turchan Financial Group, LLC multi-year trail

Turchan Financial Group, LLC's plans moved +56.2% in assets from 2022 to 2024; this filing shows Turchan Financial Group 401(k) at $532K / 1 participant.

#1,002
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY

Turchan Financial Group 401(k) among the smaller filed plans by assets

Turchan Financial Group 401(k) vs every filed plan by assets

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

$531,857 18th percentile higher than 18% 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

Turchan Financial Group 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Turchan Financial Group 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Turchan Financial Group 401(k) reported net income rose from $51K in the plan year 2022 filing to $91K in the plan year 2023 filing.
  • Turchan Financial Group 401(k) end-of-year assets rose from $440K in the plan year 2022 filing to $532K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810952657 · Turchan Financial Group, LLC PY 2023 · 401(k)

Turchan Financial Group 401(k) · $532K · 1 · 18th

  • IND $532K
  • EOY 1
  • 5500 18th
  • ASSETS 401(k)
  • PCT near S&a Miller Group Retirement Plan
  • EIN ind #1002

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 Finance & Insurance retirement plans → · Plans in Michigan →

Turchan Financial Group 401(k) in the asset neighbourhood

Turchan Financial Group 401(k)Turchan Financial Group 401(…$532KS&a Miller Group Retirement PlanS&a Miller Group Retirement …$532KFrancis Krahe & Associates, Inc. Retirement PlanFrancis Krahe & Associates, …$532KC. & R. Fence Contractors 401(k) Profit Sharing PlanC. & R. Fence Contractors 40…$532KThe Kreisman Group PC 401(k) Profit Sharing PlanThe Kreisman Group PC 401(k)…$532K
End-of-year total assets ($M) among Turchan Financial Group 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Turchan Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Turchan Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$688K 56.1880244088482% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.44M $0.69M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 1 $440K
2023 1 1 $532K
2024 1 1 $688K

Turchan Financial Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$440K
Net Assets (End of Year)$532K
Net Income$91K
Employer EIN810952657
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Turchan Financial Group 401(k) vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Turchan Financial Group 401(k), Total assets ($B): 0.000531857 · Participants: 1Turchan Financial Group 401(k)General Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Turchan Financial Group 401(k) vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Turchan Financial Group 401(k) side-by-side with 3 peers →

Turchan Financial Group 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is S&a Miller Group Retirement Plan in OH ($532K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Turchan Financial Group 401(k) assets move in 2023? ▼
Turchan Financial Group 401(k) grew sharply - up 20.7% during 2023, from $440K to $532K. Reported net income was $91K.
How have Turchan Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Turchan Financial Group, LLC's sponsor-wide assets grew 56.2%, from $440K to $688K.
Where does Turchan Financial Group 401(k) rank by assets among Form 5500 filers? ▼
Turchan Financial Group 401(k) ranks in the 18th 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 Turchan Financial Group 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is S&a Miller Group Retirement Plan in OH ($532K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Turchan Financial Group 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 810952657.

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.