401(k) · DOL Form 5500 · 2023
T. F. Warren Group Corporation 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 562
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $29,516
- Avg per participant Low balance/head
Official DOL plan name: T.F. Warren Group Retirement Savings Plan · Sponsored by T. F. Warren Group Corporation · Alabama · Management of Enterprises
$17M in assets, 562 participants
T. F. Warren Group Corporation's T.F. Warren Group Retirement Savings Plan reported $17M in total assets and 562 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #559 in Management of Enterprises (1,137 peers)
Management of Enterprises sector rank
Within Management of Enterprises, T.F. Warren Group Retirement Savings Plan ranks #559 of 1,137 2023 filers by assets (2143% of the sector average)-$17M for 562 participants.
- #559
- in Management of Enterprises (1,137 peers)
- +39.7%
- assets growth YoY
T.F. Warren Group Retirement Savings Plan's outsized position by total assets
T.F. Warren Group Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,587,928 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
T.F. Warren Group 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. T.F. Warren Group Retirement Savings Plan sits mid-pack in the medium band (562 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- T.F. Warren Group Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- T.F. Warren Group Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- T.F. Warren Group Retirement Savings Plan reported participants rose from 432 in the plan year 2022 filing to 562 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 980346372 · T. F. Warren Group Corporation PY 2023 · 401(k)
T.F. Warren Group Retirement Savings Plan · $17M · 562 · 69th
- TYPE $17M
- TYPE 562
- TYPE 69th
- TYPE 401(k)
- TYPE near The Steak 'n Shake 401(k) Savings Plan
- TYPE ind #559
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 Management of Enterprises retirement plans → · Plans in Alabama →
T.F. Warren Group Retirement Savings Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $5M |
| Employer EIN | 980346372 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (T. F. Warren Group Corporation)
Sponsor-wide plan assets over time
All T. F. Warren Group Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 68.90017023382154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 432 | $12M |
| 2023 | 1 | 562 | $17M |
| 2024 | 1 | 529 | $20M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
T.F. Warren Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is The Steak 'n Shake 401(k) Savings Plan in IN ($17M); by covered participants it is Aim Media 401(k) Plan in TX (562 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- The Steak 'n Shake 401(k) Savings Plan (IN) $17M · 4,010
- Glasgow, Inc. 401(k) Plan (PA) $17M · 115
- Christy Sports LLC 401(k) Profit Sharing Plan (CO) $17M · 654
- Recycling and General Industrial Union Local 108 Annuity Fund (NJ) $17M · 3,506
Similar participant headcount
Nearest other-state filings by covered participants (562 participants); asset peers above are excluded.
- Aim Media 401(k) Plan (TX) 562 · 0 off
- Cathy Home Care Ltd. Safe Harbor 401(k) Plan (TX) 562 · 0 off
- K-1 Speed Inc 401(k) Plan (CA) 562 · 0 off
- Clasen Quality Chocolate 401(k) Plan (WI) 562 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.