401(k) · DOL Form 5500 · 2023

Tkl Research Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
151
Participants Small participant base
69th
Percentile by assets National rank
$109,750
Avg per participant Below avg balance/head
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Official DOL plan name: The Tkl Profit Sharing & 401(k) Savings Plan · Sponsored by Tkl Research Inc. · New Jersey · Other Services

$17M in assets, 151 participants

Tkl Research Inc.'s The Tkl Profit Sharing & 401(k) Savings Plan reported $17M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,514 in Other Services (7,857 peers)

Coverage in New Jersey

The Tkl Profit Sharing & 401(k) Savings Plan covers 151 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.

#6,514
in Other Services (7,857 peers)
+20.0%
assets growth YoY

The Tkl Profit Sharing & 401(k) Savings Plan's outsized position by total assets

The Tkl Profit Sharing & 401(k) Savings Plan vs every filed plan by assets

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

$16,572,199 Top 31% higher than 69% 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

The Tkl Profit Sharing & 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. The Tkl Profit Sharing & 401(k) Savings Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Tkl Profit Sharing & 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Tkl Profit Sharing & 401(k) Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Tkl Profit Sharing & 401(k) Savings Plan reported participants rose from 145 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132772839 · Tkl Research Inc. PY 2023 · 401(k)

The Tkl Profit Sharing & 401(k) Savings Plan · $17M · 151 · 69th

  • BOY $17M
  • BOY 151
  • BOY 69th
  • BOY 401(k)
  • BOY near Wgm Group, Inc. 401(k) Profit Sharing Plan
  • BOY ind #6514

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 Other Services retirement plans → · Plans in New Jersey →

The Tkl Profit Sharing & 401(k) Savings Plan in the asset neighbourhood

The Tkl Profit Sharing & 401(k) Savings PlanThe Tkl Profit Sharing & 401…$17MWgm Group, Inc. 401(k) Profit Sharing PlanWgm Group, Inc. 401(k) Profi…$17MStafford Management, LLC 401(k) PlanStafford Management, LLC 401…$17MDistrict Energy Holdings 401(k) PlanDistrict Energy Holdings 401…$17MIBEW Lu2221 Employee Retirement PlanIBEW Lu2221 Employee Retirem…$17M
End-of-year total assets ($M) among The Tkl Profit Sharing & 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN132772839
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tkl Research Inc.)

Sponsor-wide plan assets over time

All Tkl Research Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 32.07593150206161% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18.2M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 145 $14M
2023 1 151 $17M
2024 1 142 $18M

Nearby 401(k) Plans in New Jersey

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

The Tkl Profit Sharing & 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 ($B) Participants The Tkl Profit Sharing & 401(k) Savings Plan, Total assets ($B): 0.016572199 · Participants: 151The Tkl Profit Sharing & 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
The Tkl Profit Sharing & 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare The Tkl Profit Sharing & 401(k) Savings Plan side-by-side with 3 peers →

The Tkl Profit Sharing & 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 Wgm Group, Inc. 401(k) Profit Sharing Plan in MT ($17M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (151 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 The Tkl Profit Sharing & 401(k) Savings Plan assets move in 2023? ▼
The Tkl Profit Sharing & 401(k) Savings Plan grew sharply - up 20.0% during 2023, from $14M to $17M. Reported net income was $3M.
How have Tkl Research Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tkl Research Inc.'s sponsor-wide assets grew 32.1%, from $14M to $18M.
Which 401(k) plans are similar in size to The Tkl Profit Sharing & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wgm Group, Inc. 401(k) Profit Sharing Plan in MT ($17M, 114 participants).
Which 401(k) plans cover a similar participant headcount to The Tkl Profit Sharing & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 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 132772839.

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.