401(k) · DOL Form 5500 · 2023

Total Benefit Management, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
430
Participants Below avg headcount
60th
Percentile by assets National rank
$24,823
Avg per participant Low balance/head
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Official DOL plan name: Total Benefit Management, Inc. Retirement Savings Plan · Sponsored by Total Benefit Management, Inc. · New York · Professional & Technical Services

$11M in assets, 430 participants

Total Benefit Management, Inc.'s Total Benefit Management, Inc. Retirement Savings Plan reported $11M in total assets and 430 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,954 in Professional & Technical Services (20,321 peers)

Total Benefit Management, Inc. multi-year trail

Total Benefit Management, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Total Benefit Management, Inc. Retirement Savings Plan at $11M / 430 participants.

#11,954
in Professional & Technical Services (20,321 peers)
+9.4%
assets growth YoY

Total Benefit Management, Inc. Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Total Benefit Management, Inc. Retirement Savings Plan vs every filed plan by assets

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

$10,674,104 Top 40% higher than 60% 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

Total Benefit Management, 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. Total Benefit Management, Inc. Retirement Savings Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Total Benefit Management, Inc. Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Total Benefit Management, Inc. Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Total Benefit Management, Inc. Retirement Savings Plan reported participants fell from 445 in the plan year 2022 filing to 430 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141759683 · Total Benefit Management, Inc. PY 2023 · 401(k)

Total Benefit Management, Inc. Retirement Savings Plan · $11M · 430 · 60th

  • BOOK $11M
  • BOOK 430
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near Fisk Alloy, Inc. 401(k) Savings Plan
  • BOOK ind #11954

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 New York →

Total Benefit Management, Inc. Retirement Savings Plan in the asset neighbourhood

Equal Exchange, Inc. 401(k) Profit Sharing Plan and TrustEqual Exchange, Inc. 401(k) …$11MTotal Benefit Management, Inc. Retirement Savings PlanTotal Benefit Management, In…$11MFisk Alloy, Inc. 401(k) Savings PlanFisk Alloy, Inc. 401(k) Savi…$11MConveyor Handling Co., Inc. 401(k) Profit Sharing PlanConveyor Handling Co., Inc. …$11MShoney's of Knoxville, Inc. Employee Stock Ownership PlanShoney's of Knoxville, Inc. …$11M
End-of-year total assets ($M) among Total Benefit Management, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Total Benefit Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Total Benefit Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.722962076519078% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.76M $12M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 445 $10M
2023 1 430 $11M
2024 1 289 $12M

Total Benefit Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN141759683
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Total Benefit Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Total Benefit Management, Inc. Retirement Savings Plan, Total assets ($B): 0.010674104 · Participants: 430Total Benefit Management, Inc. Retirement Savings 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
Total Benefit Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Total Benefit Management, Inc. Retirement Savings Plan side-by-side with 3 peers →

Total Benefit Management, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fisk Alloy, Inc. 401(k) Savings Plan in NJ ($11M); by covered participants it is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Total Benefit Management, Inc. Retirement Savings Plan assets move in 2023? ▼
Total Benefit Management, Inc. Retirement Savings Plan grew at a solid clip - up 9.4% during 2023, from $10M to $11M. Reported net income was $2M.
How have Total Benefit Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Total Benefit Management, Inc.'s sponsor-wide assets grew 22.7%, from $10M to $12M.
Which 401(k) plans are similar in size to Total Benefit Management, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fisk Alloy, Inc. 401(k) Savings Plan in NJ ($11M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Total Benefit Management, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants, $326K 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 141759683.

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.