401(k) · DOL Form 5500 · 2023

Turn 5, Inc 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
529
Participants Below avg headcount
71st
Percentile by assets National rank
$34,940
Avg per participant Low balance/head
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Official DOL plan name: Turn 5, Inc 401(k) Plan · Sponsored by Turn 5, Inc · Pennsylvania · Retail Trade

$18M in assets, 529 participants

Turn 5, Inc's Turn 5, Inc 401(k) Plan reported $18M in total assets and 529 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,867 in Retail Trade (8,414 peers)

Turn 5, Inc multi-year trail

Turn 5, Inc's plans moved +87.8% in assets from 2022 to 2024; this filing shows Turn 5, Inc 401(k) Plan at $18M / 529 participants.

#6,867
in Retail Trade (8,414 peers)
+65.5%
assets growth YoY

Turn 5, Inc 401(k) Plan's outsized position by total assets

Turn 5, Inc 401(k) Plan vs every filed plan by assets

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

$18,483,441 Top 29% higher than 71% 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

Turn 5, Inc 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. Turn 5, Inc 401(k) Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Turn 5, Inc 401(k) Plan reported net income rose from -$568K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Turn 5, Inc 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Turn 5, Inc 401(k) Plan reported participants rose from 377 in the plan year 2022 filing to 529 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043685571 · Turn 5, Inc PY 2023 · 401(k)

Turn 5, Inc 401(k) Plan · $18M · 529 · 71st

  • 5500 $18M
  • ASSETS 529
  • PCT 71st
  • EIN 401(k)
  • RANK near Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan
  • PHOTO ind #6867

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Turn 5, Inc 401(k) Plan in the asset neighbourhood

Trillium Family Services, Inc. Employees Retirement PlanTrillium Family Services, In…$18MTurn 5, Inc 401(k) Plan$18MSouthwest Texas Equipment Distributors, Inc. Profit Sharing PlanSouthwest Texas Equipment Di…$18MCentral Electric Power Association 401(k) PlanCentral Electric Power Assoc…$18MYamada North America Inc. Associates Retirement PlanYamada North America Inc. As…$18M
End-of-year total assets ($M) among Turn 5, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Turn 5, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Turn 5, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$21M 87.75786618015864% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.2M $21M ▲ +87.7%
Year Plans Participants Total Assets
2022 1 377 $11M
2023 1 529 $18M
2024 1 493 $21M

Turn 5, Inc filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN043685571
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Turn 5, Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Turn 5, Inc 401(k) Plan, Total assets ($B): 0.018483441 · Participants: 529Turn 5, Inc 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Turn 5, Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Turn 5, Inc 401(k) Plan side-by-side with 3 peers →

Turn 5, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan in TX ($18M); by covered participants it is First Community Bank 401(k) and Profit Sharing Plan in AR (529 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (529 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 Turn 5, Inc 401(k) Plan assets move in 2023? ▼
Turn 5, Inc 401(k) Plan surged - up 65.5% during 2023, from $11M to $18M. Reported net income was $3M.
How have Turn 5, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Turn 5, Inc's sponsor-wide assets grew 87.8%, from $11M to $21M.
Which 401(k) plans are similar in size to Turn 5, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan in TX ($18M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Turn 5, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Community Bank 401(k) and Profit Sharing Plan in AR (529 participants, $22M 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 043685571.

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.