401(k) · DOL Form 5500 · 2023
Tatom Ventures, Inc. Dba the Key Man 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $113,437
- Avg per participant Below avg balance/head
Official DOL plan name: Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan · Sponsored by Tatom Ventures, Inc. Dba the Key Man · Oregon · Administrative & Support Services
$1M in assets, 11 participants
Tatom Ventures, Inc. Dba the Key Man's Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #2,162 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan ranks #2,162 of 4,372 2023 filers by assets (2312% of the sector average)-$1M for 11 participants.
- #2,162
- in Administrative & Support Services (4,372 peers)
- +7.9%
- assets growth YoY
Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan among the smaller filed plans by assets
Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,247,810 26th percentile higher than 26% 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
Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust 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. Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan reported net income rose from -$56K in the plan year 2022 filing to $92K in the plan year 2023 filing.
- Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.
- Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 263080129 · Tatom Ventures, Inc. Dba the Key Man PY 2023 · 401(k)
Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan · $1M · 11 · 26th
- EBSA $1M
- PART 11
- TYPE 26th
- NET 401(k)
- BOOK near Universal Mental Health Services, Inc. 401(k) Plan
- VS-ST ind #2162
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 Administrative & Support Services retirement plans → · Plans in Oregon →
Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $92K |
| Employer EIN | 263080129 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tatom Ventures, Inc. Dba the Key Man)
Sponsor-wide plan assets over time
All Tatom Ventures, Inc. Dba the Key Man plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 11.54822774037763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 11 | $1M |
| 2024 | 1 | 11 | $1M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Tatom Ventures, Inc. Dba the Key Man Pension Transfer Trust Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Universal Mental Health Services, Inc. 401(k) Plan in NC ($1M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- True Colors International, Inc. Retirement Plan (CA) 11 · 0 off
- Fresno Neon Sign Co., Inc. 401(k) Profit Sharing Plan (CA) 11 · 0 off
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.