401(k) · DOL Form 5500 · 2023

T & M Associates 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
344
Participants Below avg headcount
91st
Percentile by assets National rank
$269,816
Avg per participant High balance/head
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Official DOL plan name: T & M Associates Retirement and Savings Incentive Plan · Sponsored by T & M Associates · New Jersey · Professional & Technical Services

$93M in assets, 344 participants

T & M Associates's T & M Associates Retirement and Savings Incentive Plan reported $93M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,686 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

T & M Associates Retirement and Savings Incentive Plan covers 344 participants in New Jersey, about 41% of the average New Jersey filer (state average ~844 per filing). Assets: $93M.

#18,686
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

T & M Associates Retirement and Savings Incentive Plan's outsized position by total assets

T & M Associates Retirement and Savings Incentive Plan vs every filed plan by assets

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

$92,816,596 Top 9% higher than 91% 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

T & M Associates Retirement and Savings Incentive 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. T & M Associates Retirement and Savings Incentive Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T & M Associates Retirement and Savings Incentive Plan reported net income rose from -$13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • T & M Associates Retirement and Savings Incentive Plan end-of-year assets rose from $79M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • T & M Associates Retirement and Savings Incentive Plan reported participants rose from 333 in the plan year 2022 filing to 344 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221806708 · T & M Associates PY 2023 · 401(k)

T & M Associates Retirement and Savings Incentive Plan · $93M · 344 · 91st

  • BOOK $93M
  • BOOK 344
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Ryman Hospitality Properties 401(k) Savings Plan
  • BOOK ind #18686

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 Jersey →

T & M Associates Retirement and Savings Incentive Plan in the asset neighbourhood

The 401(k) Plan of Ucc Holdco, LLCThe 401(k) Plan of Ucc Holdc…$93MT & M Associates Retirement and Savings Incentive PlanT & M Associates Retirement …$93MRyman Hospitality Properties 401(k) Savings PlanRyman Hospitality Properties…$93MHeat and Control, Inc. Profit-Sharing and 401(k) Savings PlanHeat and Control, Inc. Profi…$93MKimray, Inc. 401(k) Profit Sharing PlanKimray, Inc. 401(k) Profit S…$93M
End-of-year total assets ($M) among T & M Associates Retirement and Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$93M
Net Income$14M
Employer EIN221806708
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T & M Associates)

Sponsor-wide plan assets over time

All T & M Associates plans reported in each filing year

Latest sponsor-wide plan assets
$103M 30.939532638756685% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.7M $103M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 333 $79M
2023 1 344 $93M
2024 1 378 $103M

Nearby 401(k) Plans in New Jersey

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

T & M Associates Retirement and Savings Incentive Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants T & M Associates Retirement and Savings Incentive Plan, Total assets ($B): 0.092816596 · Participants: 344T & M Associates Retirement and Savings Incentive PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
T & M Associates Retirement and Savings Incentive Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

T & M Associates Retirement and Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ryman Hospitality Properties 401(k) Savings Plan in TN ($93M); by covered participants it is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 T & M Associates Retirement and Savings Incentive Plan assets move in 2023?
T & M Associates Retirement and Savings Incentive Plan grew sharply - up 18.0% during 2023, from $79M to $93M. Reported net income was $14M.
How have T & M Associates plan assets changed over time?
Across 3 plan years on file (2022-2024), T & M Associates's sponsor-wide assets grew 30.9%, from $79M to $103M.
Where does T & M Associates Retirement and Savings Incentive Plan rank by assets among Form 5500 filers?
T & M Associates Retirement and Savings Incentive Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to T & M Associates Retirement and Savings Incentive Plan?
Among 401(k) plans in other states, the closest by assets is Ryman Hospitality Properties 401(k) Savings Plan in TN ($93M, 1,124 participants).
Which 401(k) plans cover a similar participant headcount to T & M Associates Retirement and Savings Incentive Plan?
Among 401(k) plans in other states, the closest by covered participants is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 participants, N/A in assets).