401(k) · DOL Form 5500 · 2023

Towne Properties Asset Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
641
Participants Below avg headcount
84th
Percentile by assets National rank
$66,721
Avg per participant Below avg balance/head
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Official DOL plan name: Towne Retirement 401(k) Plan · Sponsored by Towne Properties Asset Management Company, Inc. · Ohio · Real Estate

$43M in assets, 641 participants

Towne Properties Asset Management Company, Inc.'s Towne Retirement 401(k) Plan reported $43M in total assets and 641 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,421 in Real Estate (4,727 peers)

Where Towne Retirement 401(k) Plan sits by assets

Towne Retirement 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 641 participants (~$66,721/participant), up 15.6% in 2023.

#4,421
in Real Estate (4,727 peers)
+15.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Towne Retirement 401(k) Plan's outsized position by total assets

Towne Retirement 401(k) Plan vs every filed plan by assets

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

$42,767,913 Top 16% higher than 84% 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

Towne Retirement 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. Towne Retirement 401(k) Plan sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Towne Retirement 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Towne Retirement 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Towne Retirement 401(k) Plan reported participants rose from 614 in the plan year 2022 filing to 641 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310945003 · Towne Properties Asset Management Company, Inc. PY 2023 · 401(k)

Towne Retirement 401(k) Plan · $43M · 641 · 84th

  • EOY $43M
  • 5500 641
  • ASSETS 84th
  • PCT 401(k)
  • EIN near Fowler White Burnett P.a. Profit Sharing 401(k) Plan
  • RANK ind #4421

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 Real Estate retirement plans → · Plans in Ohio →

Towne Retirement 401(k) Plan in the asset neighbourhood

Towne Retirement 401(k) Plan$43MFowler White Burnett P.a. Profit Sharing 401(k) PlanFowler White Burnett P.a. Pr…$43MKnowbe4, Inc. 401(k) Profit Sharing Plan & TrustKnowbe4, Inc. 401(k) Profit …$43MIntevac, Inc. 401(k) Profit Sharing Plan and TrustIntevac, Inc. 401(k) Profit …$43MBonterra Organic Estates 401(k) PlanBonterra Organic Estates 401…$43M
End-of-year total assets ($M) among Towne Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN310945003
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Towne Properties Asset Management Company, Inc.)

Sponsor-wide plan assets over time

All Towne Properties Asset Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 24.31861124526049% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37M $46M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 614 $37M
2023 1 641 $43M
2024 1 698 $46M

Nearby 401(k) Plans in Ohio

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

Towne Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Towne Retirement 401(k) Plan, Total assets ($B): 0.042767913 · Participants: 641Towne Retirement 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
Towne Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Towne Retirement 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Fowler White Burnett P.a. Profit Sharing 401(k) Plan in FL ($43M); by covered participants it is Mueblerias Berrios Retirement Plan in PR (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 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 Towne Retirement 401(k) Plan assets move in 2023? ▼
Towne Retirement 401(k) Plan grew sharply - up 15.6% during 2023, from $37M to $43M. Reported net income was $6M.
How have Towne Properties Asset Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Towne Properties Asset Management Company, Inc.'s sponsor-wide assets grew 24.3%, from $37M to $46M.
Where does Towne Retirement 401(k) Plan rank by assets among Form 5500 filers? ▼
Towne Retirement 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Towne Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fowler White Burnett P.a. Profit Sharing 401(k) Plan in FL ($43M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Towne Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mueblerias Berrios Retirement Plan in PR (641 participants, $8M 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 310945003.

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.