401(k) · DOL Form 5500 · 2023

Tioga Opportunities, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
66
Participants Small participant base
44th
Percentile by assets National rank
$73,619
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. · Sponsored by Tioga Opportunities, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 66 participants

Tioga Opportunities, Inc.'s 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. reported $5M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,411 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. holds $5M for 66 participants - about $73,619 per participant, in the lower half of filed plans by assets.

#8,411
in Healthcare & Social Assistance (17,684 peers)
+1.7%
assets growth YoY

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. vs every filed plan by assets

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

$4,858,858 44th percentile higher than 44% 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

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. reported net income rose from -$995K in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. reported participants rose from 53 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160907793 · Tioga Opportunities, Inc. PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. · $5M · 66 · 44th

  • NET $5M
  • BOOK 66
  • VS-ST 44th
  • BOY 401(k)
  • SCH near California Clinical Trials Medical Group 401(k) Retirement Savings Plan
  • EBSA ind #8411

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 New York →

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc.403(b) Thrift Plan for Emplo…$5MCalifornia Clinical Trials Medical Group 401(k) Retirement Savings PlanCalifornia Clinical Trials M…$5MKalisher 401(k) Retirement PlanKalisher 401(k) Retirement P…$5MTim Tom Management, Inc. 401(k) Profit Sharing PlanTim Tom Management, Inc. 401…$5MGrote Industries Factory Employees' 401(k) Savings PlanGrote Industries Factory Emp…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$80K
Employer EIN160907793
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tioga Opportunities, Inc.)

Sponsor-wide plan assets over time

All Tioga Opportunities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.084952877429421% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.78M $5.21M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 53 $5M
2023 1 66 $5M
2024 1 69 $5M

Nearby 401(k) Plans in New York

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

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc., Total assets ($B): 0.004858858 · Participants: 66403(b) Thrift Plan for Employees of Tioga Opportunities, Inc.IBM 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
403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. vs. nearby 401(k) plans in New York, assets vs. participants

403(b) Thrift Plan for Employees of Tioga Opportunities, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is California Clinical Trials Medical Group 401(k) Retirement Savings Plan in CA ($5M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 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 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. assets move in 2023?
403(b) Thrift Plan for Employees of Tioga Opportunities, Inc. edged up modestly - up 1.7% during 2023, from $5M to $5M. Reported net income was $80K.
How have Tioga Opportunities, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tioga Opportunities, Inc.'s sponsor-wide assets grew 9.1%, from $5M to $5M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc.?
Among 401(k) plans in other states, the closest by assets is California Clinical Trials Medical Group 401(k) Retirement Savings Plan in CA ($5M, 12 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Tioga Opportunities, Inc.?
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M in assets).