401(k) · DOL Form 5500 · 2023

Tabacalera USA Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
468
Participants Below avg headcount
74th
Percentile by assets National rank
$46,501
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tabacalera USA Retirement Plan · Sponsored by Tabacalera USA Inc. · Florida · Wholesale Trade

$22M in assets, 468 participants

Tabacalera USA Inc.'s Tabacalera USA Retirement Plan reported $22M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,512 in Wholesale Trade (6,309 peers)

Tabacalera USA Inc. multi-year trail

Tabacalera USA Inc.'s plans moved +31.9% in assets from 2022 to 2024; this filing shows Tabacalera USA Retirement Plan at $22M / 468 participants.

#4,512
in Wholesale Trade (6,309 peers)
+15.3%
assets growth YoY

Tabacalera USA Retirement Plan's outsized position by total assets

Tabacalera USA Retirement Plan vs every filed plan by assets

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

$21,762,440 Top 26% higher than 74% 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

Tabacalera USA Retirement 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. Tabacalera USA Retirement Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tabacalera USA Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tabacalera USA Retirement Plan reported participants rose from 350 in the plan year 2022 filing to 468 in the plan year 2023 filing.
  • Tabacalera USA Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300884509 · Tabacalera USA Inc. PY 2023 · 401(k)

Tabacalera USA Retirement Plan · $22M · 468 · 74th

  • BOOK $22M
  • VS-ST 468
  • BOY 74th
  • SCH 401(k)
  • EBSA near The Informatics Applications Group 401(k) Profit Sharing Plan
  • PART ind #4512

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 Wholesale Trade retirement plans → · Plans in Florida →

Tabacalera USA Retirement Plan in the asset neighbourhood

William Barnet & Son, LLC Employees' 401(k) Savings PlanWilliam Barnet & Son, LLC Em…$22MTabacalera USA Retirement PlanTabacalera USA Retirement Pl…$22MThe Informatics Applications Group 401(k) Profit Sharing PlanThe Informatics Applications…$22MBsquare Corporation 401(k) Plan and TrustBsquare Corporation 401(k) P…$22MNuna, Inc. Retirement Plan$22M
End-of-year total assets ($M) among Tabacalera USA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tabacalera USA Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tabacalera USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 31.89672383871646% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.9M $24.9M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 350 $19M
2023 1 468 $22M
2024 1 459 $25M

Tabacalera USA Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN300884509
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Tabacalera USA Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Tabacalera USA Retirement Plan, Total assets ($B): 0.02176244 · Participants: 468Tabacalera USA Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Tabacalera USA Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tabacalera USA Retirement Plan side-by-side with 3 peers →

Tabacalera USA Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Informatics Applications Group 401(k) Profit Sharing Plan in VA ($22M); by covered participants it is Banterra Corp. Profit Sharing Plan in IL (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Tabacalera USA Retirement Plan assets move in 2023? ▼
Tabacalera USA Retirement Plan grew sharply - up 15.3% during 2023, from $19M to $22M. Reported net income was $3M.
How have Tabacalera USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tabacalera USA Inc.'s sponsor-wide assets grew 31.9%, from $19M to $25M.
Which 401(k) plans are similar in size to Tabacalera USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Informatics Applications Group 401(k) Profit Sharing Plan in VA ($22M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Tabacalera USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Banterra Corp. Profit Sharing Plan in IL (468 participants, $65M 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 300884509.

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.