401(k) · DOL Form 5500 · 2023

Sarkes Tarzian, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
239
Participants Below avg headcount
81st
Percentile by assets National rank
$141,700
Avg per participant Near avg balance/head
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Official DOL plan name: Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan · Sponsored by Sarkes Tarzian, Inc. · Indiana · Information & Media

$34M in assets, 239 participants

Sarkes Tarzian, Inc.'s Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan reported $34M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,074 in Information & Media (2,818 peers)

Coverage in Indiana

Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan covers 239 participants in Indiana, about 44% of the average Indiana filer (state average ~541 per filing). Assets: $34M.

#2,074
in Information & Media (2,818 peers)
+18.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan's outsized position by total assets

Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan vs every filed plan by assets

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

$33,866,368 Top 19% higher than 81% 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

Sarkes Tarzian, Inc. Employees' Retirement & Investment 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. Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan reported participants fell from 289 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350852458 · Sarkes Tarzian, Inc. PY 2023 · 401(k)

Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan · $34M · 239 · 81st

  • 5500 $34M
  • ASSETS 239
  • PCT 81st
  • EIN 401(k)
  • RANK near Universal Stainless & Alloy Products, Inc. Employees 401(k) Plan
  • PHOTO ind #2074

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 Information & Media retirement plans → · Plans in Indiana →

Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan in the asset neighbourhood

Sarkes Tarzian, Inc. Employees' Retirement & Investment PlanSarkes Tarzian, Inc. Employe…$34MUniversal Stainless & Alloy Products, Inc. Employees 401(k) PlanUniversal Stainless & Alloy …$34MFulton County Health Center Employees' Pension PlanFulton County Health Center …$34MPetaluma Health Center 401(k) Plan & TrustPetaluma Health Center 401(k…$34MNicholson Construction Company Employees 401(k) and Profit Sharing PlanNicholson Construction Compa…$34M
End-of-year total assets ($M) among Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN350852458
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarkes Tarzian, Inc.)

Sponsor-wide plan assets over time

All Sarkes Tarzian, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 31.226200300226804% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.7M $37.6M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 289 $29M
2023 1 239 $34M
2024 1 239 $38M

Nearby 401(k) Plans in Indiana

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

Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan, Total assets ($B): 0.033866368 · Participants: 239Sarkes Tarzian, Inc. Employees' Retirement & Investment PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan side-by-side with 3 peers →

Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Universal Stainless & Alloy Products, Inc. Employees 401(k) Plan in PA ($34M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan assets move in 2023? ▼
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan grew sharply - up 18.1% during 2023, from $29M to $34M. Reported net income was $5M.
How have Sarkes Tarzian, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sarkes Tarzian, Inc.'s sponsor-wide assets grew 31.2%, from $29M to $38M.
Where does Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan rank by assets among Form 5500 filers? ▼
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Stainless & Alloy Products, Inc. Employees 401(k) Plan in PA ($34M, 652 participants).
Which 401(k) plans cover a similar participant headcount to Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Heart Retirement Savings Plan in NE (239 participants, N/A 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 350852458.

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.