401(k) · DOL Form 5500 · 2023

Todd & Sargent, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
238
Participants Below avg headcount
74th
Percentile by assets National rank
$92,347
Avg per participant Below avg balance/head
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Official DOL plan name: Todd & Sargent, Inc. 401(k) Profit Sharing Plan · Sponsored by Todd & Sargent, Inc. · Iowa · Construction

$22M in assets, 238 participants

Todd & Sargent, Inc.'s Todd & Sargent, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,592 in Construction (9,030 peers)

Coverage in Iowa

Todd & Sargent, Inc. 401(k) Profit Sharing Plan covers 238 participants in Iowa, about 39% of the average Iowa filer (state average ~609 per filing). Assets: $22M.

#6,592
in Construction (9,030 peers)
+27.0%
assets growth YoY

Todd & Sargent, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,978,687 Top 26% higher than 74% 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

Todd & Sargent, Inc. 401(k) Profit Sharing 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. Todd & Sargent, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Todd & Sargent, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Todd & Sargent, Inc. 401(k) Profit Sharing Plan reported participants rose from 143 in the plan year 2022 filing to 238 in the plan year 2023 filing.
  • Todd & Sargent, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421432171 · Todd & Sargent, Inc. PY 2023 · 401(k)

Todd & Sargent, Inc. 401(k) Profit Sharing Plan · $22M · 238 · 74th

  • BOY $22M
  • SCH 238
  • EBSA 74th
  • PART 401(k)
  • TYPE near Kevin, Inc. Profit Sharing Plan
  • NET ind #6592

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 Iowa →

Todd & Sargent, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Todd & Sargent, Inc. 401(k) Profit Sharing PlanTodd & Sargent, Inc. 401(k) …$22MKevin, Inc. Profit Sharing PlanKevin, Inc. Profit Sharing P…$22MGuardian Fueling Technologies, LLC 401(k) PlanGuardian Fueling Technologie…$22MFcn, Inc. 401(k) Plan$22MLrn Corporation Retirement PlanLrn Corporation Retirement P…$22M
End-of-year total assets ($M) among Todd & Sargent, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN421432171
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Todd & Sargent, Inc.)

Sponsor-wide plan assets over time

All Todd & Sargent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 26.806528207679005% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $21.9M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 143 $17M
2023 1 238 $22M
2024 1 322 $22M

Nearby 401(k) Plans in Iowa

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

Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Todd & Sargent, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.021978687 · Participants: 238Todd & Sargent, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Todd & Sargent, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Todd & Sargent, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Kevin, Inc. Profit Sharing Plan in ME ($22M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Todd & Sargent, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Todd & Sargent, Inc. 401(k) Profit Sharing Plan grew sharply - up 27.0% during 2023, from $17M to $22M. Reported net income was $5M.
How have Todd & Sargent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Todd & Sargent, Inc.'s sponsor-wide assets grew 26.8%, from $17M to $22M.
Which 401(k) plans are similar in size to Todd & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kevin, Inc. Profit Sharing Plan in ME ($22M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Todd & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 421432171.

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.