401(k) · DOL Form 5500 · 2023

Turken Heath & Mccauley LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
42nd
Percentile by assets National rank
$210,903
Avg per participant Above avg balance/head
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Official DOL plan name: Turken Heath & Mccauley LLP Retirement Plan · Sponsored by Turken Heath & Mccauley LLP · New York · Professional & Technical Services

$4M in assets, 21 participants

Turken Heath & Mccauley LLP's Turken Heath & Mccauley LLP Retirement Plan reported $4M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,058 in Professional & Technical Services (20,321 peers)

Turken Heath & Mccauley LLP multi-year trail

Turken Heath & Mccauley LLP's plans moved +71.2% in assets from 2022 to 2024; this filing shows Turken Heath & Mccauley LLP Retirement Plan at $4M / 21 participants.

#8,058
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY

Turken Heath & Mccauley LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Turken Heath & Mccauley LLP Retirement Plan vs every filed plan by assets

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

$4,428,973 42nd percentile higher than 42% 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

Turken Heath & Mccauley LLP Retirement 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. Turken Heath & Mccauley LLP Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Turken Heath & Mccauley LLP Retirement Plan reported net income rose from -$452K in the plan year 2022 filing to $1000K in the plan year 2023 filing.
  • Turken Heath & Mccauley LLP Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Turken Heath & Mccauley LLP Retirement Plan reported participants rose from 20 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461505939 · Turken Heath & Mccauley LLP PY 2023 · 401(k)

Turken Heath & Mccauley LLP Retirement Plan · $4M · 21 · 42nd

  • PART $4M
  • PART 21
  • PART 42nd
  • PART 401(k)
  • PART near Bainswest Group 401(k) and Profit Sharing Plan
  • PART ind #8058

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 Professional & Technical Services retirement plans → · Plans in New York →

Turken Heath & Mccauley LLP Retirement Plan in the asset neighbourhood

Turken Heath & Mccauley LLP Retirement PlanTurken Heath & Mccauley LLP …$4MBainswest Group 401(k) and Profit Sharing PlanBainswest Group 401(k) and P…$4MQuest Consultants 401(k) Plan$4MBoys & Girls Clubs of Greater Tarrant County Employees Retirement PlanBoys & Girls Clubs of Greate…$4MB&f Contracting 401(k) Retirement PlanB&f Contracting 401(k) Retir…$4M
End-of-year total assets ($M) among Turken Heath & Mccauley LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Turken Heath & Mccauley LLP multi-year asset trail

Sponsor-wide plan assets over time

All Turken Heath & Mccauley LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 71.21562221337045% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.43M $5.87M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 21 $4M
2024 1 20 $6M

Turken Heath & Mccauley LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1000K
Employer EIN461505939
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Turken Heath & Mccauley LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Turken Heath & Mccauley LLP Retirement Plan, Total assets ($B): 0.004428973 · Participants: 21Turken Heath & Mccauley LLP Retirement 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
Turken Heath & Mccauley LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Turken Heath & Mccauley LLP Retirement Plan side-by-side with 3 peers →

Turken Heath & Mccauley LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bainswest Group 401(k) and Profit Sharing Plan in OK ($4M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Turken Heath & Mccauley LLP Retirement Plan assets move in 2023? ▼
Turken Heath & Mccauley LLP Retirement Plan grew sharply - up 29.2% during 2023, from $3M to $4M. Reported net income was $1000K.
How have Turken Heath & Mccauley LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Turken Heath & Mccauley LLP's sponsor-wide assets grew 71.2%, from $3M to $6M.
Which 401(k) plans are similar in size to Turken Heath & Mccauley LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bainswest Group 401(k) and Profit Sharing Plan in OK ($4M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Turken Heath & Mccauley LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 461505939.

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.