401(k) · DOL Form 5500 · 2023

Turenne & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
671
Participants Below avg headcount
77th
Percentile by assets National rank
$38,553
Avg per participant Low balance/head
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Official DOL plan name: Turenne & Associates, LLC and Affiliates 401(k) Plan · Sponsored by Turenne & Associates, LLC · Alabama · Healthcare & Social Assistance

$26M in assets, 671 participants

Turenne & Associates, LLC's Turenne & Associates, LLC and Affiliates 401(k) Plan reported $26M in total assets and 671 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,245 in Healthcare & Social Assistance (17,684 peers)

Where Turenne & Associates, LLC and Affiliates 401(k) Plan sits by assets

Turenne & Associates, LLC and Affiliates 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 671 participants (~$38,553/participant), up 22.2% in 2023.

#14,245
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Turenne & Associates, LLC and Affiliates 401(k) Plan's outsized position by total assets

Turenne & Associates, LLC and Affiliates 401(k) Plan vs every filed plan by assets

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

$25,869,092 Top 23% higher than 77% 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

Turenne & Associates, LLC and Affiliates 401(k) 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. Turenne & Associates, LLC and Affiliates 401(k) Plan sits mid-pack in the medium band (671 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Turenne & Associates, LLC and Affiliates 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Turenne & Associates, LLC and Affiliates 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Turenne & Associates, LLC and Affiliates 401(k) Plan reported participants rose from 579 in the plan year 2022 filing to 671 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 631285595 · Turenne & Associates, LLC PY 2023 · 401(k)

Turenne & Associates, LLC and Affiliates 401(k) Plan · $26M · 671 · 77th

  • PART $26M
  • TYPE 671
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Phoenix Employees Retirement Trust
  • BOY ind #14245

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 Alabama →

Turenne & Associates, LLC and Affiliates 401(k) Plan in the asset neighbourhood

Turenne & Associates, LLC and Affiliates 401(k) PlanTurenne & Associates, LLC an…$26MPhoenix Employees Retirement TrustPhoenix Employees Retirement…$26MStangenes Industries, Inc. Profit Sharing PlanStangenes Industries, Inc. P…$26MI3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$26MAlpine Lumber Company 401(k) PlanAlpine Lumber Company 401(k)…$26M
End-of-year total assets ($M) among Turenne & Associates, LLC and Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN631285595
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Turenne & Associates, LLC)

Sponsor-wide plan assets over time

All Turenne & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 36.929214106251976% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.2M $29M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 579 $21M
2023 1 671 $26M
2024 1 622 $29M

Nearby 401(k) Plans in Alabama

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

Turenne & Associates, LLC and Affiliates 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Turenne & Associates, LLC and Affiliates 401(k) Plan, Total assets ($B): 0.025869092 · Participants: 671Turenne & Associates, LLC and Affiliates 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Turenne & Associates, LLC and Affiliates 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Turenne & Associates, LLC and Affiliates 401(k) Plan side-by-side with 3 peers →

Turenne & Associates, LLC and Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Phoenix Employees Retirement Trust in CA ($26M); by covered participants it is The Boldt Company's Retirement Plan in WI (671 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (671 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 Turenne & Associates, LLC and Affiliates 401(k) Plan assets move in 2023? ▼
Turenne & Associates, LLC and Affiliates 401(k) Plan grew sharply - up 22.2% during 2023, from $21M to $26M. Reported net income was $5M.
How have Turenne & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Turenne & Associates, LLC's sponsor-wide assets grew 36.9%, from $21M to $29M.
Where does Turenne & Associates, LLC and Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Turenne & Associates, LLC and Affiliates 401(k) Plan ranks in the 77th 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 Turenne & Associates, LLC and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix Employees Retirement Trust in CA ($26M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Turenne & Associates, LLC and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Boldt Company's Retirement Plan in WI (671 participants, $134M 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 631285595.

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.