401(k) · DOL Form 5500 · 2023
Tidwell Group, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $75,578
- Avg per participant Below avg balance/head
Official DOL plan name: Tidwell Group, LLC 401(k) Plan · Sponsored by Tidwell Group, LLC · Alabama · Professional & Technical Services
$12M in assets, 154 participants
Tidwell Group, LLC's Tidwell Group, LLC 401(k) Plan reported $12M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,359 in Professional & Technical Services (20,321 peers)
Coverage in Alabama
Tidwell Group, LLC 401(k) Plan covers 154 participants in Alabama, about 43% of the average Alabama filer (state average ~360 per filing). Assets: $12M.
- #12,359
- in Professional & Technical Services (20,321 peers)
- +40.3%
- assets growth YoY
Tidwell Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Tidwell Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,638,987 Top 38% higher than 62% 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
Tidwell Group, LLC 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. Tidwell Group, LLC 401(k) Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tidwell Group, LLC 401(k) Plan reported net income rose from $139K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Tidwell Group, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Tidwell Group, LLC 401(k) Plan reported participants fell from 158 in the plan year 2022 filing to 154 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 271490692 · Tidwell Group, LLC PY 2023 · 401(k)
Tidwell Group, LLC 401(k) Plan · $12M · 154 · 62nd
- VS-ST $12M
- BOY 154
- SCH 62nd
- EBSA 401(k)
- PART near The Verto Solutions, LLC 401(k) Plan
- TYPE ind #12359
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 Alabama →
Tidwell Group, LLC 401(k) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 271490692 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tidwell Group, LLC)
Sponsor-wide plan assets over time
All Tidwell Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $8M |
| 2023 | 1 | 154 | $12M |
| 2024 | 1 | 179 | N/A |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Tidwell Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is The Verto Solutions, LLC 401(k) Plan in DC ($12M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- The Verto Solutions, LLC 401(k) Plan (DC) $12M · 30
- Monarch Enterprises, Inc. 401(k) Profit Sharing Plan and Trust (WA) $12M · 324
- Marcus Schloss & Co., Inc. 401(k) Plan (FL) $12M · 8
- Persona 401(k) Plan (CA) $12M · 184
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Eaze Solutions Inc. Retirement Trust (CA) 154 · 0 off
- Dennelisse Corporation 401(k) Plan (NY) 154 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 154 · 0 off
- The Presbyterian Home at Charlotte, Inc. 401(k) Plan (NC) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.