401(k) · DOL Form 5500 · 2023

Tpg Service Group, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
190
Participants Below avg headcount
83rd
Percentile by assets National rank
$215,377
Avg per participant Above avg balance/head
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Official DOL plan name: Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan · Sponsored by Tpg Service Group, LLC · New York · Professional & Technical Services

$41M in assets, 190 participants

Tpg Service Group, LLC's Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan reported $41M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,091 in Professional & Technical Services (20,321 peers)

Coverage in New York

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan covers 190 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $41M.

#17,091
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan's outsized position by total assets

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan vs every filed plan by assets

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

$40,921,547 Top 17% higher than 83% 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

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement 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. Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan reported participants rose from 154 in the plan year 2022 filing to 190 in the plan year 2023 filing.
  • Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134027249 · Tpg Service Group, LLC PY 2023 · 401(k)

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan · $41M · 190 · 83rd

  • PART $41M
  • PART 190
  • PART 83rd
  • PART 401(k)
  • PART near Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan
  • PART ind #17091

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 →

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan in the asset neighbourhood

Anchor Packaging Employees' 401(k) Retirement PlanAnchor Packaging Employees' …$41MAssociates in Anesthesia, Inc. 401(k) PlanAssociates in Anesthesia, In…$41MTpg Planning & Design, LLC Profit Sharing and 401(k) Retirement PlanTpg Planning & Design, LLC P…$41MGross Mendelsohn & Associates PA 401(k) Profit Sharing PlanGross Mendelsohn & Associate…$41MNsg Technology, Inc. 401(k) PlanNsg Technology, Inc. 401(k) …$41M
End-of-year total assets ($M) among Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN134027249
Plan Effective Date1987-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tpg Service Group, LLC)

Sponsor-wide plan assets over time

All Tpg Service Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 31.120461749587143% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.8M $45.6M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 154 $35M
2023 1 190 $41M
2024 1 209 $46M

Nearby 401(k) Plans in New York

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

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan, Total assets ($B): 0.040921547 · Participants: 190Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement 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
Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan side-by-side with 3 peers →

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan in MD ($41M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan assets move in 2023? ▼
Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan grew sharply - up 17.6% during 2023, from $35M to $41M. Reported net income was $6M.
How have Tpg Service Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tpg Service Group, LLC's sponsor-wide assets grew 31.1%, from $35M to $46M.
Where does Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gross Mendelsohn & Associates PA 401(k) Profit Sharing Plan in MD ($41M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 134027249.

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.