401(k) · DOL Form 5500 · 2023

Turtle & Hughes, Inc. 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
697
Participants Below avg headcount
91st
Percentile by assets National rank
$141,074
Avg per participant Near avg balance/head
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Official DOL plan name: Turtle & Hughes, Inc. 401(k) Savings Plan · Sponsored by Turtle & Hughes, Inc. · New Jersey · Wholesale Trade

$98M in assets, 697 participants

Turtle & Hughes, Inc.'s Turtle & Hughes, Inc. 401(k) Savings Plan reported $98M in total assets and 697 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,849 in Wholesale Trade (6,309 peers)

Where Turtle & Hughes, Inc. 401(k) Savings Plan sits by assets

Turtle & Hughes, Inc. 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $98M for 697 participants (~$141,074/participant), down 3.8% in 2023.

#5,849
in Wholesale Trade (6,309 peers)
-3.8%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Turtle & Hughes, Inc. 401(k) Savings Plan's outsized position by total assets

Turtle & Hughes, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$98,328,311 Top 9% higher than 91% 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

Turtle & Hughes, Inc. 401(k) Savings 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. Turtle & Hughes, Inc. 401(k) Savings Plan sits mid-pack in the medium band (697 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Turtle & Hughes, Inc. 401(k) Savings Plan reported net income rose from -$15M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Turtle & Hughes, Inc. 401(k) Savings Plan end-of-year assets fell from $102M in the plan year 2022 filing to $98M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135444820 · Turtle & Hughes, Inc. PY 2023 · 401(k)

Turtle & Hughes, Inc. 401(k) Savings Plan · $98M · 697 · 91st

  • IND $98M
  • EOY 697
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Wenger Corporation Retirement Savings Plan
  • EIN ind #5849

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Turtle & Hughes, Inc. 401(k) Savings Plan in the asset neighbourhood

Retirement Savings Plus$98MTurtle & Hughes, Inc. 401(k) Savings PlanTurtle & Hughes, Inc. 401(k)…$98MWenger Corporation Retirement Savings PlanWenger Corporation Retiremen…$98MFalls of Neuse Management LLC 401(k) PlanFalls of Neuse Management LL…$98MTalos Energy 401(k) Plan$98M
End-of-year total assets ($M) among Turtle & Hughes, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$98M
Net Income-$4M
Employer EIN135444820
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Turtle & Hughes, Inc.)

Sponsor-wide plan assets over time

All Turtle & Hughes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 8.360359425429044% vs 2022
2024 filing year
$95M$100M$105M$110M$115M 202220232024 $102M $111M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 699 $102M
2023 1 697 $98M
2024 1 786 $111M

Nearby 401(k) Plans in New Jersey

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

Turtle & Hughes, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Turtle & Hughes, Inc. 401(k) Savings Plan, Total assets ($B): 0.098328311 · Participants: 697Turtle & Hughes, Inc. 401(k) Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Turtle & Hughes, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Turtle & Hughes, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Turtle & Hughes, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Wenger Corporation Retirement Savings Plan in MN ($98M); by covered participants it is Open Arms Care Corporation Retirement Plan in TN (697 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (697 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 Turtle & Hughes, Inc. 401(k) Savings Plan assets move in 2023? ▼
Turtle & Hughes, Inc. 401(k) Savings Plan edged down modestly - down 3.8% during 2023, from $102M to $98M. Reported net income was -$4M.
How have Turtle & Hughes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Turtle & Hughes, Inc.'s sponsor-wide assets grew 8.4%, from $102M to $111M.
Where does Turtle & Hughes, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Turtle & Hughes, Inc. 401(k) Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Turtle & Hughes, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wenger Corporation Retirement Savings Plan in MN ($98M, 534 participants).
Which 401(k) plans cover a similar participant headcount to Turtle & Hughes, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Open Arms Care Corporation Retirement Plan in TN (697 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 135444820.

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.