401(k) · DOL Form 5500 · 2023

Tully Construction Co., Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
951
Participants Near avg headcount
85th
Percentile by assets National rank
$49,160
Avg per participant Low balance/head
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Official DOL plan name: Tully Group Employee Savings and Protection Plan · Sponsored by Tully Construction Co., Inc. · New York · Construction

$47M in assets, 951 participants

Tully Construction Co., Inc.'s Tully Group Employee Savings and Protection Plan reported $47M in total assets and 951 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,464 in Construction (9,030 peers)

Where Tully Group Employee Savings and Protection Plan sits by assets

Tully Group Employee Savings and Protection Plan sits in the top quartile of all filed plans by assets, $47M for 951 participants (~$49,160/participant), up 19.3% in 2023.

#7,464
in Construction (9,030 peers)
+19.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tully Group Employee Savings and Protection Plan's outsized position by total assets

Tully Group Employee Savings and Protection Plan vs every filed plan by assets

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

$46,751,625 Top 15% higher than 85% 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

Tully Group Employee Savings and Protection 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. Tully Group Employee Savings and Protection Plan sits mid-pack in the medium band (951 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tully Group Employee Savings and Protection Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Tully Group Employee Savings and Protection Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Tully Group Employee Savings and Protection Plan reported participants rose from 803 in the plan year 2022 filing to 951 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112493726 · Tully Construction Co., Inc. PY 2023 · 401(k)

Tully Group Employee Savings and Protection Plan · $47M · 951 · 85th

  • IND $47M
  • EOY 951
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Sentinel Peak Resources Management LLC 401(k) Plan
  • EIN ind #7464

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 New York →

Tully Group Employee Savings and Protection Plan in the asset neighbourhood

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing PlanShenandoah Valley Electric C…$47MJoeris General Contractors, Ltd. 401(k) Retirement PlanJoeris General Contractors, …$47MTully Group Employee Savings and Protection PlanTully Group Employee Savings…$47MSentinel Peak Resources Management LLC 401(k) PlanSentinel Peak Resources Mana…$47MJosephson-Wallack-Munshower Neurology, P.C. Profit Sharing PlanJosephson-Wallack-Munshower …$47M
End-of-year total assets ($M) among Tully Group Employee Savings and Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN112493726
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tully Construction Co., Inc.)

Sponsor-wide plan assets over time

All Tully Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 37.41949594051393% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.2M $53.9M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 803 $39M
2023 1 951 $47M
2024 1 953 $54M

Nearby 401(k) Plans in New York

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

Tully Group Employee Savings and Protection Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tully Group Employee Savings and Protection Plan, Total assets ($B): 0.046751625 · Participants: 951Tully Group Employee Savings and Protection 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
Tully Group Employee Savings and Protection Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tully Group Employee Savings and Protection Plan side-by-side with 3 peers →

Tully Group Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sentinel Peak Resources Management LLC 401(k) Plan in CO ($47M); by covered participants it is Front Burner Employee 401(k) Plan in TX (951 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (951 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 Tully Group Employee Savings and Protection Plan assets move in 2023? ▼
Tully Group Employee Savings and Protection Plan grew sharply - up 19.3% during 2023, from $39M to $47M. Reported net income was $8M.
How have Tully Construction Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tully Construction Co., Inc.'s sponsor-wide assets grew 37.4%, from $39M to $54M.
Where does Tully Group Employee Savings and Protection Plan rank by assets among Form 5500 filers? ▼
Tully Group Employee Savings and Protection Plan ranks in the 85th 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 Tully Group Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sentinel Peak Resources Management LLC 401(k) Plan in CO ($47M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Tully Group Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Front Burner Employee 401(k) Plan in TX (951 participants, $768K 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 112493726.

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.