401(k) · DOL Form 5500 · 2023

Toward Maximum Independence 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
287
Participants Below avg headcount
52nd
Percentile by assets National rank
$26,031
Avg per participant Low balance/head
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Official DOL plan name: Toward Maximum Independence 401(k) Plan · Sponsored by Toward Maximum Independence · California · Healthcare & Social Assistance

$7M in assets, 287 participants

Toward Maximum Independence's Toward Maximum Independence 401(k) Plan reported $7M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,214 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Toward Maximum Independence 401(k) Plan covers 287 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $7M.

#10,214
in Healthcare & Social Assistance (17,684 peers)
+34.5%
assets growth YoY

Toward Maximum Independence 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Toward Maximum Independence 401(k) Plan vs every filed plan by assets

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

$7,470,778 Top 48% higher than 52% 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

Toward Maximum Independence 401(k) 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. Toward Maximum Independence 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Toward Maximum Independence 401(k) Plan reported net income rose from -$499K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Toward Maximum Independence 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330185759 · Toward Maximum Independence PY 2023 · 401(k)

Toward Maximum Independence 401(k) Plan · $7M · 287 · 52nd

  • TYPE $7M
  • NET 287
  • BOOK 52nd
  • VS-ST 401(k)
  • BOY near Twin Cities Pain Clinic and Affiliates 401(k) Plan
  • SCH ind #10214

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Toward Maximum Independence 401(k) Plan in the asset neighbourhood

Toward Maximum Independence 401(k) PlanToward Maximum Independence …$7MTwin Cities Pain Clinic and Affiliates 401(k) PlanTwin Cities Pain Clinic and …$7MPlanet Payment, Inc. 401(k) PlanPlanet Payment, Inc. 401(k) …$7MCarbon Energy Corporation 401(k) PlanCarbon Energy Corporation 40…$7MWerth Wealth Management Profit Sharing PlanWerth Wealth Management Prof…$7M
End-of-year total assets ($M) among Toward Maximum Independence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN330185759
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toward Maximum Independence)

Sponsor-wide plan assets over time

All Toward Maximum Independence plans reported in each filing year

Latest sponsor-wide plan assets
$9M 69.21464212034064% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.56M $9.4M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 288 $6M
2023 1 287 $7M
2024 1 321 $9M

Nearby 401(k) Plans in California

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

Toward Maximum Independence 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Toward Maximum Independence 401(k) Plan, Total assets ($B): 0.007470778 · Participants: 287Toward Maximum Independence 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Toward Maximum Independence 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Toward Maximum Independence 401(k) Plan side-by-side with 3 peers →

Toward Maximum Independence 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Twin Cities Pain Clinic and Affiliates 401(k) Plan in MN ($7M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Toward Maximum Independence 401(k) Plan assets move in 2023? ▼
Toward Maximum Independence 401(k) Plan surged - up 34.5% during 2023, from $6M to $7M. Reported net income was $2M.
How have Toward Maximum Independence plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toward Maximum Independence's sponsor-wide assets grew 69.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Toward Maximum Independence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Twin Cities Pain Clinic and Affiliates 401(k) Plan in MN ($7M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Toward Maximum Independence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 330185759.

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.