401(k) · DOL Form 5500 · 2023

Ptm Paratransit of Tucson, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
152
Participants Small participant base
41st
Percentile by assets National rank
$28,145
Avg per participant Low balance/head
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Official DOL plan name: Ptm Paratransit of Tucson, Inc. Retirement Savings Plan · Sponsored by Ptm Paratransit of Tucson, Inc. · Arizona · Transportation & Warehousing

$4M in assets, 152 participants

Ptm Paratransit of Tucson, Inc.'s Ptm Paratransit of Tucson, Inc. Retirement Savings Plan reported $4M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,388 in Transportation & Warehousing (3,362 peers)

Coverage in Arizona

Ptm Paratransit of Tucson, Inc. Retirement Savings Plan covers 152 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $4M.

#1,388
in Transportation & Warehousing (3,362 peers)
+18.8%
assets growth YoY

Ptm Paratransit of Tucson, Inc. Retirement Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Ptm Paratransit of Tucson, Inc. Retirement Savings Plan vs every filed plan by assets

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

$4,278,042 41st percentile higher than 41% 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

Ptm Paratransit of Tucson, Inc. Retirement 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. Ptm Paratransit of Tucson, Inc. Retirement Savings Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ptm Paratransit of Tucson, Inc. Retirement Savings Plan reported net income rose from -$270K in the plan year 2022 filing to $678K in the plan year 2023 filing.
  • Ptm Paratransit of Tucson, Inc. Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ptm Paratransit of Tucson, Inc. Retirement Savings Plan reported participants fell from 160 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113717707 · Ptm Paratransit of Tucson, Inc. PY 2023 · 401(k)

Ptm Paratransit of Tucson, Inc. Retirement Savings Plan · $4M · 152 · 41st

  • EOY $4M
  • EOY 152
  • EOY 41st
  • EOY 401(k)
  • EOY near Frasca Jewelers, Inc. 401(k) Profit Sharing Plan
  • EOY ind #1388

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

Ptm Paratransit of Tucson, Inc. Retirement Savings Plan in the asset neighbourhood

Ptm Paratransit of Tucson, Inc. Retirement Savings PlanPtm Paratransit of Tucson, I…$4MFrasca Jewelers, Inc. 401(k) Profit Sharing PlanFrasca Jewelers, Inc. 401(k)…$4MAtmosphere Academy Public Charter School 401(k) PlanAtmosphere Academy Public Ch…$4MTerra Dotta, LLC 401(k) Plan$4MValley Rubber, LLC 401(k) Retirement PlanValley Rubber, LLC 401(k) Re…$4M
End-of-year total assets ($M) among Ptm Paratransit of Tucson, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$678K
Employer EIN113717707
Plan Effective Date2004-05-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Ptm Paratransit of Tucson, Inc.)

Sponsor-wide plan assets over time

All Ptm Paratransit of Tucson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 37.36412922696725% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.6M $4.94M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 160 $4M
2023 1 152 $4M
2024 1 155 $5M

Nearby 401(k) Plans in Arizona

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

Ptm Paratransit of Tucson, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Ptm Paratransit of Tucson, Inc. Retirement Savings Plan, Total assets ($B): 0.004278042 · Participants: 152Ptm Paratransit of Tucson, Inc. Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Ptm Paratransit of Tucson, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Ptm Paratransit of Tucson, Inc. Retirement Savings Plan side-by-side with 3 peers →

Ptm Paratransit of Tucson, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Frasca Jewelers, Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Ptm Paratransit of Tucson, Inc. Retirement Savings Plan assets move in 2023? ▼
Ptm Paratransit of Tucson, Inc. Retirement Savings Plan grew sharply - up 18.8% during 2023, from $4M to $4M. Reported net income was $678K.
How have Ptm Paratransit of Tucson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ptm Paratransit of Tucson, Inc.'s sponsor-wide assets grew 37.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Ptm Paratransit of Tucson, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frasca Jewelers, Inc. 401(k) Profit Sharing Plan in CA ($4M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Ptm Paratransit of Tucson, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 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 113717707.

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.