401(k) · DOL Form 5500 · 2023

Tobias & Associates Inc 401(k) Plan

Data updated 2026-08-25

$802K
Total assets Small plan by assets: 77
Participants Small participant base: 22nd
Percentile by assets National rank: $10,413
Avg per participant Low balance/head

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Official DOL plan name: Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Tobias & Associates Inc · Florida · Professional & Technical Services

$802K in assets, 77 participants

Tobias & Associates Inc's Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust reported $802K in total assets and 77 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.

#3,427 in Professional & Technical Services (20,321 peers)

Tobias & Associates Inc multi-year trail

Tobias & Associates Inc's plans moved -74.3% in assets from 2022 to 2024; this filing shows Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust at $802K / 77 participants.

#3,427
in Professional & Technical Services (20,321 peers): +30.9%
assets growth YoY

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$801,814 22nd percentile higher than 22% 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

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust is a small filing (77 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $33K in the plan year 2022 filing to $189K in the plan year 2023 filing.
Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $613K in the plan year 2022 filing to $802K in the plan year 2023 filing.
Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 69 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223979048 · Tobias & Associates Inc PY 2023 · 401(k)

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust · $802K · 77 · 22nd

PHOTO $802K
IND 77
EOY 22nd
5500 401(k)
ASSETS near Elysian Plastic Surgery PLLC Psp
PCT ind #3427

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 Florida →

End-of-year total assets ($M) among Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tobias & Associates Inc multi-year asset trail

Latest sponsor-wide plan assets: $157K 74.31411757984345% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	69	$613K
2023	1	77	$802K
2024	1	107	$157K

Tobias & Associates Inc filing trail (2023)

Total Assets (Beginning of Year)	$613K
Net Assets (End of Year)	$802K
Net Income	$189K
Employer EIN	223979048
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Elysian Plastic Surgery PLLC Psp in TX ($802K); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($802K here).

Elysian Plastic Surgery PLLC Psp (TX) $802K · 2
Marysville Paint Retirement Plan (WA) $802K · 8
R. Bradley Construction, Inc. 401(k) Profit Sharing Plan and Trust (NY) $802K · 11
R.L. Rhinehart & Associates 401(k) Plan (MI) $802K · 12

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

Sme Inc of Seattle 401(k) Plan & Trust (WA) 77 · 0 off
Borinquen Memorial Parks, Inc. 401(k) Plan (PR) 77 · 0 off
Lightspeed Technologies Inc. 401(k) Profit Sharing Plan & Trust (OR) 77 · 0 off
The Lyons Industries, Inc. Profit Sharing and 401(k) Plan (MI) 77 · 0 off

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 Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust surged - up 30.9% during 2023, from $613K to $802K. Reported net income was $189K.

How have Tobias & Associates Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tobias & Associates Inc's sponsor-wide assets declined 74.3%, from $613K to $157K.

Where does Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust 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 Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Elysian Plastic Surgery PLLC Psp in TX ($802K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Tobias & Associates Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 223979048.