401(k) · DOL Form 5500 · 2023

Toole Design Group LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
263
Participants Below avg headcount
72nd
Percentile by assets National rank
$72,901
Avg per participant Below avg balance/head
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Official DOL plan name: Toole Design Group 401(k) Profit Sharing Plan and Trust · Sponsored by Toole Design Group LLC · Maryland · Professional & Technical Services

$19M in assets, 263 participants

Toole Design Group LLC's Toole Design Group 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,533 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Toole Design Group 401(k) Profit Sharing Plan and Trust covers 263 participants in Maryland, about 28% of the average Maryland filer (state average ~929 per filing). Assets: $19M.

#14,533
in Professional & Technical Services (20,321 peers)
+37.5%
assets growth YoY

Toole Design Group 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Toole Design Group 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$19,172,846 Top 28% higher than 72% 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

Toole Design Group 401(k) Profit Sharing Plan and Trust 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. Toole Design Group 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Toole Design Group 401(k) Profit Sharing Plan and Trust reported net income rose from -$680K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Toole Design Group 401(k) Profit Sharing Plan and Trust reported participants rose from 189 in the plan year 2022 filing to 263 in the plan year 2023 filing.
  • Toole Design Group 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050545429 · Toole Design Group LLC PY 2023 · 401(k)

Toole Design Group 401(k) Profit Sharing Plan and Trust · $19M · 263 · 72nd

  • BOY $19M
  • SCH 263
  • EBSA 72nd
  • PART 401(k)
  • TYPE near Gateway Health Clinic, Ltd. 401(k) Profit Sharing Plan
  • NET ind #14533

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 Maryland →

Toole Design Group 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Amperity 401(k) Plan$19MToole Design Group 401(k) Profit Sharing Plan and TrustToole Design Group 401(k) Pr…$19MGateway Health Clinic, Ltd. 401(k) Profit Sharing PlanGateway Health Clinic, Ltd. …$19MNational Employee Management Resources Retirement Savings PlanNational Employee Management…$19MSurplus Line Association Savings PlanSurplus Line Association Sav…$19M
End-of-year total assets ($M) among Toole Design Group 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN050545429
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toole Design Group LLC)

Sponsor-wide plan assets over time

All Toole Design Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 83.72810479570502% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.9M $25.6M ▲ +83.7%
Year Plans Participants Total Assets
2022 1 189 $14M
2023 1 263 $19M
2024 1 259 $26M

Nearby 401(k) Plans in Maryland

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

Toole Design Group 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Toole Design Group 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.019172846 · Participants: 263Toole Design Group 401(k) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Toole Design Group 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Toole Design Group 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Toole Design Group 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Gateway Health Clinic, Ltd. 401(k) Profit Sharing Plan in MN ($19M); by covered participants it is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Toole Design Group 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Toole Design Group 401(k) Profit Sharing Plan and Trust surged - up 37.5% during 2023, from $14M to $19M. Reported net income was $5M.
How have Toole Design Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toole Design Group LLC's sponsor-wide assets grew 83.7%, from $14M to $26M.
Which 401(k) plans are similar in size to Toole Design Group 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gateway Health Clinic, Ltd. 401(k) Profit Sharing Plan in MN ($19M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Toole Design Group 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants, $4M 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 050545429.

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.