401(k) · DOL Form 5500 · 2023

Tully Rinckey PLLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
65
Participants Small participant base
51st
Percentile by assets National rank
$108,703
Avg per participant Below avg balance/head
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Official DOL plan name: Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust · Sponsored by Tully Rinckey PLLC · New York · Professional & Technical Services

$7M in assets, 65 participants

Tully Rinckey PLLC's Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,084 in Professional & Technical Services (20,321 peers)

Tully Rinckey PLLC multi-year trail

Tully Rinckey PLLC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust at $7M / 65 participants.

#10,084
in Professional & Technical Services (20,321 peers)
+21.4%
assets growth YoY

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,065,687 Top 49% higher than 51% 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

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust reported participants rose from 56 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202053454 · Tully Rinckey PLLC PY 2023 · 401(k)

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust · $7M · 65 · 51st

  • ASSETS $7M
  • PCT 65
  • EIN 51st
  • RANK 401(k)
  • PHOTO near Tonto Apache Tribe Retirement Plan
  • IND ind #10084

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 →

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Tully Rinckey PLLC 401(k) Profit Sharing Plan and TrustTully Rinckey PLLC 401(k) Pr…$7MTonto Apache Tribe Retirement PlanTonto Apache Tribe Retiremen…$7MSchoeneck Containers, Inc. 401(k) PlanSchoeneck Containers, Inc. 4…$7MThe Sunshine Recyclers 401(k) PlanThe Sunshine Recyclers 401(k…$7MCan Capital, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tully Rinckey PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Tully Rinckey PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.15328429529758% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.82M $8.27M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 56 $6M
2023 1 65 $7M
2024 1 70 $8M

Tully Rinckey PLLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN202053454
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007065687 · Participants: 65Tully Rinckey PLLC 401(k) Profit Sharing Plan and TrustIBM 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
Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tonto Apache Tribe Retirement Plan in AZ ($7M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust grew sharply - up 21.4% during 2023, from $6M to $7M. Reported net income was $1M.
How have Tully Rinckey PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tully Rinckey PLLC's sponsor-wide assets grew 42.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tonto Apache Tribe Retirement Plan in AZ ($7M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A 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 202053454.

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.