401(k) · DOL Form 5500 · 2023

Tebo Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
37
Participants Small participant base
45th
Percentile by assets National rank
$141,797
Avg per participant Near avg balance/head
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Official DOL plan name: Tebo Financial 401(k) Plan · Sponsored by Tebo Financial Services, Inc. · Ohio · Finance & Insurance

$5M in assets, 37 participants

Tebo Financial Services, Inc.'s Tebo Financial 401(k) Plan reported $5M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,854 in Finance & Insurance (8,869 peers)

Tebo Financial Services, Inc. multi-year trail

Tebo Financial Services, Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows Tebo Financial 401(k) Plan at $5M / 37 participants.

#2,854
in Finance & Insurance (8,869 peers)
+32.5%
assets growth YoY

Tebo Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Tebo Financial 401(k) Plan vs every filed plan by assets

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

$5,246,483 45th percentile higher than 45% 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

Tebo Financial 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. Tebo Financial 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tebo Financial 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tebo Financial 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tebo Financial 401(k) Plan reported participants fell from 42 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341750572 · Tebo Financial Services, Inc. PY 2023 · 401(k)

Tebo Financial 401(k) Plan · $5M · 37 · 45th

  • EOY $5M
  • 5500 37
  • ASSETS 45th
  • PCT 401(k)
  • EIN near Hqc Incorporated 401(k) Plan
  • RANK ind #2854

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 Ohio →

Tebo Financial 401(k) Plan in the asset neighbourhood

Tebo Financial 401(k) Plan$5MHqc Incorporated 401(k) Plan$5MHospitality Associates, Inc.401(k) Profit Sharing PlanHospitality Associates, Inc.…$5MPlano Ent, Inc. 401(k) Plan$5MAble Health Care Services Inc. 401(k) PlanAble Health Care Services In…$5M
End-of-year total assets ($M) among Tebo Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tebo Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tebo Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.128479711469975% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.96M $4.95M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 37 $5M
2024 1 25 $5M

Tebo Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN341750572
Plan Effective Date2013-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Tebo Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Tebo Financial 401(k) Plan, Total assets ($B): 0.005246483 · Participants: 37Tebo Financial 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Tebo Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Tebo Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Hqc Incorporated 401(k) Plan in IL ($5M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Tebo Financial 401(k) Plan assets move in 2023? ▼
Tebo Financial 401(k) Plan surged - up 32.5% during 2023, from $4M to $5M. Reported net income was $1M.
How have Tebo Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tebo Financial Services, Inc.'s sponsor-wide assets grew 25.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Tebo Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hqc Incorporated 401(k) Plan in IL ($5M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Tebo Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M 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 341750572.

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.