401(k) · DOL Form 5500 · 2023
Terrance, Francois, Joseph & Joseph Inc. 401(k) Plan
Data updated 2026-08-25
- $159K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 9th
- Percentile by assets National rank
Official DOL plan name: Terrance, Francois, Joseph & Joseph Inc. Retirement Plan · Sponsored by Terrance, Francois, Joseph & Joseph Inc. · Texas · Other Services
$159K in assets, N/A participants
Terrance, Francois, Joseph & Joseph Inc.'s Terrance, Francois, Joseph & Joseph Inc. Retirement Plan reported $159K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #1,529 in Other Services (7,857 peers)
Terrance, Francois, Joseph & Joseph Inc. multi-year trail
Terrance, Francois, Joseph & Joseph Inc.'s plans moved -54.0% in assets from 2022 to 2024; this filing shows Terrance, Francois, Joseph & Joseph Inc. Retirement Plan at $159K / N/A participants.
- #1,529
- in Other Services (7,857 peers)
- -65.5%
- assets change YoY
The plan reported a net loss of $303K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Terrance, Francois, Joseph & Joseph Inc. Retirement Plan among the smaller filed plans by assets
Terrance, Francois, Joseph & Joseph Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,309 9th percentile higher than 9% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Terrance, Francois, Joseph & Joseph Inc. Retirement Plan reported net income fell from $462K in the plan year 2022 filing to -$303K in the plan year 2023 filing.
- Terrance, Francois, Joseph & Joseph Inc. Retirement Plan reported participants fell from 1 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Terrance, Francois, Joseph & Joseph Inc. Retirement Plan end-of-year assets fell from $462K in the plan year 2022 filing to $159K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 881693649 · Terrance, Francois, Joseph & Joseph Inc. PY 2023 · 401(k)
Terrance, Francois, Joseph & Joseph Inc. Retirement Plan · $159K · N/A · 9th
- ASSETS $159K
- ASSETS N/A
- ASSETS 9th
- ASSETS 401(k)
- ASSETS near Mbb Delivery LLC 401(k) Plan
- ASSETS ind #1529
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 Other Services retirement plans → · Plans in Texas →
Terrance, Francois, Joseph & Joseph Inc. Retirement Plan in the asset neighbourhood
Terrance, Francois, Joseph & Joseph Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Terrance, Francois, Joseph & Joseph Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $213K 53.971848900367945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $462K |
| 2023 | 1 | N/A | $159K |
| 2024 | 1 | 2 | $213K |
Terrance, Francois, Joseph & Joseph Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $462K |
|---|---|
| Net Assets (End of Year) | $159K |
| Net Income | -$303K |
| Employer EIN | 881693649 |
| Plan Effective Date | 2022-05-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Terrance, Francois, Joseph & Joseph Inc. Retirement Plan's closest out-of-state 401(k) peers by assets
Outside Texas, the nearest 401(k) by end-of-year assets is Mbb Delivery LLC 401(k) Plan in MD at $159K (this filing: $159K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159K here).
- Mbb Delivery LLC 401(k) Plan (MD) $159K · 85
- Fizer Dte Corp. 401(k) Profit Sharing Plan (FL) $159K · 1
- Plankowner Brewing Co. Retirement Plan (SC) $159K · 4
- Jiff, Inc. 401(k) Profit Sharing Plan (OR) $159K · 2
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.