401(k) · DOL Form 5500 · 2023
Tivoly, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $64,006
- Avg per participant Low balance/head
Official DOL plan name: Tivoly, Inc. Employees' 401(k) Plan Plan · Sponsored by Tivoly, Inc. · Vermont · Manufacturing
$8M in assets, 118 participants
Tivoly, Inc.'s Tivoly, Inc. Employees' 401(k) Plan Plan reported $8M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #6,982 in Manufacturing (18,722 peers)
Coverage in Vermont
Tivoly, Inc. Employees' 401(k) Plan Plan covers 118 participants in Vermont, about 48% of the average Vermont filer (state average ~245 per filing). Assets: $8M.
- #6,982
- in Manufacturing (18,722 peers)
- +18.8%
- assets growth YoY
Tivoly, Inc. Employees' 401(k) Plan Plan's mid-pack asset rank among Manufacturing and all filers
Tivoly, Inc. Employees' 401(k) Plan Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,552,660 Top 47% higher than 53% 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
Tivoly, Inc. Employees' 401(k) Plan 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. Tivoly, Inc. Employees' 401(k) Plan Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tivoly, Inc. Employees' 401(k) Plan Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Tivoly, Inc. Employees' 401(k) Plan Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 561628422 · Tivoly, Inc. PY 2023 · 401(k)
Tivoly, Inc. Employees' 401(k) Plan Plan · $8M · 118 · 53rd
- PART $8M
- PART 118
- PART 53rd
- PART 401(k)
- PART near Leadingresponse 401(k) Plan
- PART ind #6982
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 Manufacturing retirement plans → · Plans in Vermont →
Tivoly, Inc. Employees' 401(k) Plan Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 561628422 |
| Plan Effective Date | 1992-05-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tivoly, Inc.)
Sponsor-wide plan assets over time
All Tivoly, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 25.977736969565363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $6M |
| 2023 | 1 | 118 | $8M |
| 2024 | 1 | 117 | $8M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
Tivoly, Inc. Employees' 401(k) Plan Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Leadingresponse 401(k) Plan in FL ($8M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Ensign Natural Resources 401(k) Plan (TX) 118 · 0 off
- Heartland Community Health Center 401(k) Plan (KS) 118 · 0 off
- Neolife International, LLC Retirement Plan (CA) 118 · 0 off
- Venus Concept USA 401(k) Plan (FL) 118 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.