401(k) · DOL Form 5500 · 2023

Toma & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$846K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$211,452
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Toma & Associates, Inc. Retirement Plan · Sponsored by Toma & Associates, Inc. · California · Management of Enterprises

$846K in assets, 4 participants

Toma & Associates, Inc.'s Toma & Associates, Inc. Retirement Plan reported $846K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #137 in Management of Enterprises (1,137 peers)

Toma & Associates, Inc. multi-year trail

Toma & Associates, Inc.'s plans moved +31.3% in assets from 2022 to 2024; this filing shows Toma & Associates, Inc. Retirement Plan at $846K / 4 participants.

#137
in Management of Enterprises (1,137 peers)
+16.1%
assets growth YoY

Toma & Associates, Inc. Retirement Plan among the smaller filed plans by assets

Toma & Associates, Inc. Retirement Plan vs every filed plan by assets

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

$845,809 22nd percentile higher than 22% 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

Toma & Associates, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toma & Associates, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Toma & Associates, Inc. Retirement Plan reported net income rose from -$205K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Toma & Associates, Inc. Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Toma & Associates, Inc. Retirement Plan end-of-year assets rose from $729K in the plan year 2022 filing to $846K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260426937 · Toma & Associates, Inc. PY 2023 · 401(k)

Toma & Associates, Inc. Retirement Plan · $846K · 4 · 22nd

  • PART $846K
  • PART 4
  • PART 22nd
  • PART 401(k)
  • PART near Magj Company 401(k) Plan
  • PART ind #137

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 California →

Toma & Associates, Inc. Retirement Plan in the asset neighbourhood

Toma & Associates, Inc. Retirement PlanToma & Associates, Inc. Reti…$846KMagj Company 401(k) Plan$846KWhitechapel Projects Corp 401(k) PlanWhitechapel Projects Corp 40…$846KHolt Audio-Visual & Video Inc 401(k) Profit Sharing Plan & TrustHolt Audio-Visual & Video In…$846KEntwistle Metal Fabricating 401(k) Profit Sharing PlanEntwistle Metal Fabricating …$846K
End-of-year total assets ($M) among Toma & Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Toma & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Toma & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$957K 31.349874507188563% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.73M $0.96M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 5 $729K
2023 1 4 $846K
2024 1 6 $957K

Toma & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$729K
Net Assets (End of Year)$846K
Net Income$117K
Employer EIN260426937
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Toma & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Toma & Associates, Inc. Retirement Plan, Total assets ($B): 0.000845809 · Participants: 4Toma & Associates, Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Toma & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Toma & Associates, Inc. Retirement Plan side-by-side with 3 peers →

Toma & Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Magj Company 401(k) Plan in FL ($846K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Toma & Associates, Inc. Retirement Plan assets move in 2023? ▼
Toma & Associates, Inc. Retirement Plan grew sharply - up 16.1% during 2023, from $729K to $846K. Reported net income was $117K.
How have Toma & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toma & Associates, Inc.'s sponsor-wide assets grew 31.3%, from $729K to $957K.
Where does Toma & Associates, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Toma & Associates, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Toma & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magj Company 401(k) Plan in FL ($846K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Toma & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 260426937.

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.