401(k) · DOL Form 5500 · 2023

Tarbell & Brodich Professional Association 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
201
Participants Below avg headcount
41st
Percentile by assets National rank
$21,276
Avg per participant Low balance/head
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Official DOL plan name: Tarbell & Keystone 401(k) Profit Sharing Plan · Sponsored by Tarbell & Brodich Professional Association · New Hampshire · Professional & Technical Services

$4M in assets, 201 participants

Tarbell & Brodich Professional Association's Tarbell & Keystone 401(k) Profit Sharing Plan reported $4M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,917 in Professional & Technical Services (20,321 peers)

Tarbell & Brodich Professional Association multi-year trail

Tarbell & Brodich Professional Association's plans moved +37.3% in assets from 2022 to 2024; this filing shows Tarbell & Keystone 401(k) Profit Sharing Plan at $4M / 201 participants.

#7,917
in Professional & Technical Services (20,321 peers)
+17.2%
assets growth YoY

Tarbell & Keystone 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tarbell & Keystone 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,276,382 41st percentile higher than 41% 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

Tarbell & Keystone 401(k) Profit Sharing 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. Tarbell & Keystone 401(k) Profit Sharing Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tarbell & Keystone 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $629K in the plan year 2023 filing.
  • Tarbell & Keystone 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tarbell & Keystone 401(k) Profit Sharing Plan reported participants fell from 211 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020457363 · Tarbell & Brodich Professional Association PY 2023 · 401(k)

Tarbell & Keystone 401(k) Profit Sharing Plan · $4M · 201 · 41st

  • RANK $4M
  • PHOTO 201
  • IND 41st
  • EOY 401(k)
  • 5500 near James River Petroleum, Inc. Employees' 401(k) Plan
  • ASSETS ind #7917

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 Professional & Technical Services retirement plans → · Plans in New Hampshire →

Tarbell & Keystone 401(k) Profit Sharing Plan in the asset neighbourhood

Tarbell & Keystone 401(k) Profit Sharing PlanTarbell & Keystone 401(k) Pr…$4MJames River Petroleum, Inc. Employees' 401(k) PlanJames River Petroleum, Inc. …$4MSectek Savings and Retirement PlanSectek Savings and Retiremen…$4MValley Rubber, LLC 401(k) Retirement PlanValley Rubber, LLC 401(k) Re…$4MAxes Pt Retirement Plan$4M
End-of-year total assets ($M) among Tarbell & Keystone 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tarbell & Brodich Professional Association multi-year asset trail

Sponsor-wide plan assets over time

All Tarbell & Brodich Professional Association plans reported in each filing year

Latest sponsor-wide plan assets
$5M 37.29197158129423% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.65M $5.01M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 211 $4M
2023 1 201 $4M
2024 1 263 $5M

Tarbell & Brodich Professional Association filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$629K
Employer EIN020457363
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Tarbell & Keystone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Tarbell & Keystone 401(k) Profit Sharing Plan, Total assets ($M): 4.276382 · Participants: 201Tarbell & Keystone 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Tarbell & Keystone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Tarbell & Keystone 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tarbell & Keystone 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is James River Petroleum, Inc. Employees' 401(k) Plan in VA ($4M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Tarbell & Keystone 401(k) Profit Sharing Plan assets move in 2023? ▼
Tarbell & Keystone 401(k) Profit Sharing Plan grew sharply - up 17.2% during 2023, from $4M to $4M. Reported net income was $629K.
How have Tarbell & Brodich Professional Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarbell & Brodich Professional Association's sponsor-wide assets grew 37.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Tarbell & Keystone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is James River Petroleum, Inc. Employees' 401(k) Plan in VA ($4M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Tarbell & Keystone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 020457363.

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.