Other · DOL Form 5500 · 2023

Tockwotton Home Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
140
Participants Small participant base
40th
Percentile by assets National rank
$28,382
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tockwotton Home Retirement Savings Plan · Sponsored by Tockwotton Home · Rhode Island · Healthcare & Social Assistance

$4M in assets, 140 participants

Tockwotton Home's Tockwotton Home Retirement Savings Plan reported $4M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,549 in Healthcare & Social Assistance (17,684 peers)

Coverage in Rhode Island

Tockwotton Home Retirement Savings Plan covers 140 participants in Rhode Island, about 10% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $4M.

#7,549
in Healthcare & Social Assistance (17,684 peers)
+1.5%
assets growth YoY

Tockwotton Home Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tockwotton Home Retirement Savings Plan vs every filed plan by assets

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

$3,973,410 40th percentile higher than 40% 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

Tockwotton Home 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. Tockwotton Home Retirement Savings Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tockwotton Home Retirement Savings Plan reported net income rose from -$573K in the plan year 2022 filing to $59K in the plan year 2023 filing.
  • Tockwotton Home Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tockwotton Home Retirement Savings Plan reported participants rose from 138 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 050258881 · Tockwotton Home PY 2023 · Other

Tockwotton Home Retirement Savings Plan · $4M · 140 · 40th

  • TYPE $4M
  • NET 140
  • BOOK 40th
  • VS-ST Other
  • BOY near Lorain County Community Action Agency 403(b) Thrif
  • SCH ind #7549

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 Healthcare & Social Assistance retirement plans → · Plans in Rhode Island →

Tockwotton Home Retirement Savings Plan in the asset neighbourhood

Lorain County Community Action Agency 403(b) ThrifLorain County Community Acti…$4MTockwotton Home Retirement Savings PlanTockwotton Home Retirement S…$4MSteven D Svetcov Dds Retirement PlanSteven D Svetcov Dds Retirem…$4MMultnomah University 403(b) Retirement PlanMultnomah University 403(b) …$4MFriendship Place Retirement and Employee Savings PlanFriendship Place Retirement …$4M
End-of-year total assets ($M) among Tockwotton Home Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$59K
Employer EIN050258881
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tockwotton Home)

Sponsor-wide plan assets over time

All Tockwotton Home plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.864338178191598% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.91M $3.57M ▼ -8.7%
Year Plans Participants Total Assets
2022 1 138 $4M
2023 1 140 $4M
2024 1 143 $4M

Nearby Other Plans in Rhode Island

Peer Other plans, same state, same plan type, ranked by total assets.

Tockwotton Home Retirement Savings Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Tockwotton Home Retirement Savings Plan, Total assets ($B): 0.00397341 · Participants: 140Tockwotton Home Retirement Savings PlanBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.400883938 · Participants: 1272Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.164361597 · Participants: 9416Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.812750487 · Participants: 5630Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.359922183 · Participants: 984Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.335932553 · Participants: 2740Roger Williams University Retirement Plan
Tockwotton Home Retirement Savings Plan vs. nearby Other plans in Rhode Island, assets vs. participants
Compare Tockwotton Home Retirement Savings Plan side-by-side with 3 peers →

Tockwotton Home Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is Lorain County Community Action Agency 403(b) Thrif in OH ($4M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.

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 Tockwotton Home Retirement Savings Plan assets move in 2023? ▼
Tockwotton Home Retirement Savings Plan edged up modestly - up 1.5% during 2023, from $4M to $4M. Reported net income was $59K.
How have Tockwotton Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tockwotton Home's sponsor-wide assets declined 8.9%, from $4M to $4M.
Which Other plans are similar in size to Tockwotton Home Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Lorain County Community Action Agency 403(b) Thrif in OH ($4M, 333 participants).
Which Other plans cover a similar participant headcount to Tockwotton Home Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants, $24M 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 050258881.

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.