401(k) · DOL Form 5500 · 2023

Tosaf USA, Inc. 401(k) Plan

Data updated 2026-08-25

$691K
Total assets Small plan by assets
64
Participants Small participant base
21st
Percentile by assets National rank
$10,791
Avg per participant Low balance/head
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Official DOL plan name: Tosaf Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Tosaf USA, Inc. · North Carolina · Professional & Technical Services

$691K in assets, 64 participants

Tosaf USA, Inc.'s Tosaf Inc 401(k) Profit Sharing Plan & Trust reported $691K in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,154 in Professional & Technical Services (20,321 peers)

Tosaf USA, Inc. multi-year trail

Tosaf USA, Inc.'s plans moved +72.3% in assets from 2022 to 2024; this filing shows Tosaf Inc 401(k) Profit Sharing Plan & Trust at $691K / 64 participants.

#3,154
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY

Tosaf Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Tosaf Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$690,626 21st percentile higher than 21% 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

Tosaf Inc 401(k) Profit Sharing Plan & 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. Tosaf Inc 401(k) Profit Sharing Plan & Trust is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tosaf Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $586K in the plan year 2022 filing to $691K in the plan year 2023 filing.
  • Tosaf Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $89K in the plan year 2022 filing to $104K in the plan year 2023 filing.
  • Tosaf Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 69 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 471181520 · Tosaf USA, Inc. PY 2023 · 401(k)

Tosaf Inc 401(k) Profit Sharing Plan & Trust · $691K · 64 · 21st

  • PART $691K
  • PART 64
  • PART 21st
  • PART 401(k)
  • PART near Danute E. Abriani, Dds, Inc. 401(k) Plan
  • PART ind #3154

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 North Carolina →

Tosaf Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Tosaf Inc 401(k) Profit Sharing Plan & TrustTosaf Inc 401(k) Profit Shar…$691KDanute E. Abriani, Dds, Inc. 401(k) PlanDanute E. Abriani, Dds, Inc.…$691KRoustabout Group 401(k) Plan$691KPalekar Family Medical Services PC, Profit Sharing PlanPalekar Family Medical Servi…$691KBright Star Investments, Inc. 401(k) PlanBright Star Investments, Inc…$690K
End-of-year total assets ($M) among Tosaf Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tosaf USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tosaf USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 72.28866753087262% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.59M $1.01M ▲ +71.2%
Year Plans Participants Total Assets
2022 1 69 $586K
2023 1 64 $691K
2024 1 63 $1M

Tosaf USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)$586K
Net Assets (End of Year)$691K
Net Income$104K
Employer EIN471181520
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Tosaf Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Tosaf Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000690626 · Participants: 64Tosaf Inc 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Tosaf Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Tosaf Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Tosaf Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Danute E. Abriani, Dds, Inc. 401(k) Plan in OH ($691K); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Tosaf Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Tosaf Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 17.8% during 2023, from $586K to $691K. Reported net income was $104K.
How have Tosaf USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tosaf USA, Inc.'s sponsor-wide assets grew 72.3%, from $586K to $1M.
Where does Tosaf Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Tosaf Inc 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tosaf Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Danute E. Abriani, Dds, Inc. 401(k) Plan in OH ($691K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Tosaf Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 471181520.

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.