401(k) · DOL Form 5500 · 2023

Terry Tree Service, LLC. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
107
Participants Small participant base
44th
Percentile by assets National rank
$46,600
Avg per participant Low balance/head
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Official DOL plan name: Terry Tree Service, LLC. 401(k) Plan · Sponsored by Terry Tree Service, LLC. · New York · Construction

$5M in assets, 107 participants

Terry Tree Service, LLC.'s Terry Tree Service, LLC. 401(k) Plan reported $5M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,835 in Construction (9,030 peers)

Coverage in New York

Terry Tree Service, LLC. 401(k) Plan covers 107 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $5M.

#3,835
in Construction (9,030 peers)
+18.6%
assets growth YoY

Terry Tree Service, LLC. 401(k) Plan's mid-pack asset rank among Construction and all filers

Terry Tree Service, LLC. 401(k) Plan vs every filed plan by assets

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

$4,986,217 44th percentile higher than 44% 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

Terry Tree Service, LLC. 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. Terry Tree Service, LLC. 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terry Tree Service, LLC. 401(k) Plan reported net income rose from -$482K in the plan year 2022 filing to $780K in the plan year 2023 filing.
  • Terry Tree Service, LLC. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Terry Tree Service, LLC. 401(k) Plan reported participants fell from 125 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161488524 · Terry Tree Service, LLC. PY 2023 · 401(k)

Terry Tree Service, LLC. 401(k) Plan · $5M · 107 · 44th

  • IND $5M
  • EOY 107
  • 5500 44th
  • ASSETS 401(k)
  • PCT near Blue Plate 401(k) Plan
  • EIN ind #3835

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 Construction retirement plans → · Plans in New York →

Terry Tree Service, LLC. 401(k) Plan in the asset neighbourhood

Terry Tree Service, LLC. 401(k) PlanTerry Tree Service, LLC. 401…$5MBlue Plate 401(k) Plan$5MSan Carlos Apache Tribal Gaming Enterprise and Affiliated Companies 401(k) Plan and TrustSan Carlos Apache Tribal Gam…$5MAnchor Ingredients 401(k) PlanAnchor Ingredients 401(k) Pl…$5MRecombinetics, Inc. 401(k) PlanRecombinetics, Inc. 401(k) P…$5M
End-of-year total assets ($M) among Terry Tree Service, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$780K
Employer EIN161488524
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terry Tree Service, LLC.)

Sponsor-wide plan assets over time

All Terry Tree Service, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 63.44343901192816% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.21M $6.87M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 125 $4M
2023 1 107 $5M
2024 1 118 $7M

Nearby 401(k) Plans in New York

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

Terry Tree Service, LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Terry Tree Service, LLC. 401(k) Plan, Total assets ($B): 0.004986217 · Participants: 107Terry Tree Service, LLC. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Terry Tree Service, LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Terry Tree Service, LLC. 401(k) Plan side-by-side with 3 peers →

Terry Tree Service, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Blue Plate 401(k) Plan in MN ($5M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Terry Tree Service, LLC. 401(k) Plan assets move in 2023? ▼
Terry Tree Service, LLC. 401(k) Plan grew sharply - up 18.6% during 2023, from $4M to $5M. Reported net income was $780K.
How have Terry Tree Service, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terry Tree Service, LLC.'s sponsor-wide assets grew 63.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Terry Tree Service, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Plate 401(k) Plan in MN ($5M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Terry Tree Service, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 161488524.

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.