401(k) · DOL Form 5500 · 2023

Tarbell Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
203
Participants Below avg headcount
40th
Percentile by assets National rank
$19,013
Avg per participant Low balance/head
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Official DOL plan name: Tarbell Management Group, LLC Employee Savings Plan · Sponsored by Tarbell Management Group, LLC · New York · Management of Enterprises

$4M in assets, 203 participants

Tarbell Management Group, LLC's Tarbell Management Group, LLC Employee Savings Plan reported $4M in total assets and 203 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.

  • #271 in Management of Enterprises (1,137 peers)

Coverage in New York

Tarbell Management Group, LLC Employee Savings Plan covers 203 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $4M.

#271
in Management of Enterprises (1,137 peers)
+28.3%
assets growth YoY

Tarbell Management Group, LLC Employee Savings Plan's mid-pack asset rank among Management of Enterprises and all filers

Tarbell Management Group, LLC Employee Savings Plan vs every filed plan by assets

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

$3,859,657 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

Tarbell Management Group, LLC Employee Savings 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. Tarbell Management Group, LLC Employee Savings Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tarbell Management Group, LLC Employee Savings Plan reported net income rose from -$335K in the plan year 2022 filing to $852K in the plan year 2023 filing.
  • Tarbell Management Group, LLC Employee Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tarbell Management Group, LLC Employee Savings Plan reported participants rose from 181 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 273567818 · Tarbell Management Group, LLC PY 2023 · 401(k)

Tarbell Management Group, LLC Employee Savings Plan · $4M · 203 · 40th

  • VS-ST $4M
  • VS-ST 203
  • VS-ST 40th
  • VS-ST 401(k)
  • VS-ST near Allied Paving Contractors, Inc, 401(k) Plan
  • VS-ST ind #271

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 Management of Enterprises retirement plans → · Plans in New York →

Tarbell Management Group, LLC Employee Savings Plan in the asset neighbourhood

Tarbell Management Group, LLC Employee Savings PlanTarbell Management Group, LL…$4MAllied Paving Contractors, Inc, 401(k) PlanAllied Paving Contractors, I…$4MMind 24-7 Retirement Plan$4MInvesting Together in Your Future PlanInvesting Together in Your F…$4MSandstone Care Colorado 401(k) PlanSandstone Care Colorado 401(…$4M
End-of-year total assets ($M) among Tarbell Management Group, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$852K
Employer EIN273567818
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tarbell Management Group, LLC)

Sponsor-wide plan assets over time

All Tarbell Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 55.629219433655464% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.01M $4.68M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 181 $3M
2023 1 203 $4M
2024 1 207 $5M

Nearby 401(k) Plans in New York

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

Tarbell Management Group, LLC Employee Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tarbell Management Group, LLC Employee Savings Plan, Total assets ($B): 0.003859657 · Participants: 203Tarbell Management Group, LLC Employee Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Tarbell Management Group, LLC Employee Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tarbell Management Group, LLC Employee Savings Plan side-by-side with 3 peers →

Tarbell Management Group, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Allied Paving Contractors, Inc, 401(k) Plan in GA ($4M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 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 (203 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 Tarbell Management Group, LLC Employee Savings Plan assets move in 2023? ▼
Tarbell Management Group, LLC Employee Savings Plan grew sharply - up 28.3% during 2023, from $3M to $4M. Reported net income was $852K.
How have Tarbell Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarbell Management Group, LLC's sponsor-wide assets grew 55.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Tarbell Management Group, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Paving Contractors, Inc, 401(k) Plan in GA ($4M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Tarbell Management Group, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 273567818.

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.