401(k) · DOL Form 5500 · 2023

National Tobacco Company, L.P. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
407
Participants Below avg headcount
81st
Percentile by assets National rank
$84,684
Avg per participant Below avg balance/head
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Official DOL plan name: Turning Point Brands, Inc. Retirement Savings Plan · Sponsored by National Tobacco Company, L.P. · Kentucky · Manufacturing

$34M in assets, 407 participants

National Tobacco Company, L.P.'s Turning Point Brands, Inc. Retirement Savings Plan reported $34M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,738 in Manufacturing (18,722 peers)

Where Turning Point Brands, Inc. Retirement Savings Plan sits by assets

Turning Point Brands, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $34M for 407 participants (~$84,684/participant), up 14.0% in 2023.

#13,738
in Manufacturing (18,722 peers)
+14.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Turning Point Brands, Inc. Retirement Savings Plan's outsized position by total assets

Turning Point Brands, Inc. Retirement Savings Plan vs every filed plan by assets

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

$34,466,220 Top 19% higher than 81% 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

Turning Point Brands, Inc. Retirement Savings 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. Turning Point Brands, Inc. Retirement Savings Plan sits mid-pack in the medium band (407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Turning Point Brands, Inc. Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Turning Point Brands, Inc. Retirement Savings Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Turning Point Brands, Inc. Retirement Savings Plan reported participants fell from 431 in the plan year 2022 filing to 407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611133037 · National Tobacco Company, L.P. PY 2023 · 401(k)

Turning Point Brands, Inc. Retirement Savings Plan · $34M · 407 · 81st

  • SCH $34M
  • SCH 407
  • SCH 81st
  • SCH 401(k)
  • SCH near Saltmarsh, Cleaveland & Gund 401(k) Profit Sharing Plan
  • SCH ind #13738

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 Manufacturing retirement plans → · Plans in Kentucky →

Turning Point Brands, Inc. Retirement Savings Plan in the asset neighbourhood

Turning Point Brands, Inc. Retirement Savings PlanTurning Point Brands, Inc. R…$34MBoyd Corporation Inc. (Woburn Inc.) 401(k) PlanBoyd Corporation Inc. (Wobur…$34MSba 401(k) Plan$34MLifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement PlanLifesource, Upper Midwest Or…$34MSaltmarsh, Cleaveland & Gund 401(k) Profit Sharing PlanSaltmarsh, Cleaveland & Gund…$34M
End-of-year total assets ($M) among Turning Point Brands, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN611133037
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Tobacco Company, L.P.)

Sponsor-wide plan assets over time

All National Tobacco Company, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 10.364660454444191% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $30.2M $33.4M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 431 $30M
2023 1 407 $34M
2024 1 362 $33M

Nearby 401(k) Plans in Kentucky

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

Turning Point Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Turning Point Brands, Inc. Retirement Savings Plan, Total assets ($B): 0.03446622 · Participants: 407Turning Point Brands, Inc. Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Turning Point Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Turning Point Brands, Inc. Retirement Savings Plan side-by-side with 3 peers →

Turning Point Brands, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Saltmarsh, Cleaveland & Gund 401(k) Profit Sharing Plan in FL ($34M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Turning Point Brands, Inc. Retirement Savings Plan assets move in 2023? ▼
Turning Point Brands, Inc. Retirement Savings Plan grew at a solid clip - up 14.0% during 2023, from $30M to $34M. Reported net income was $4M.
How have National Tobacco Company, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Tobacco Company, L.P.'s sponsor-wide assets grew 10.4%, from $30M to $33M.
Where does Turning Point Brands, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Turning Point Brands, Inc. Retirement Savings Plan ranks in the 81st 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 Turning Point Brands, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saltmarsh, Cleaveland & Gund 401(k) Profit Sharing Plan in FL ($34M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Turning Point Brands, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross Aviation Retirement Savings Plan in CO (407 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 611133037.

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.