401(k) · DOL Form 5500 · 2023

Titlesmart, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
68
Participants Small participant base
43rd
Percentile by assets National rank
$66,955
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Titlesmart, Inc. 401(k) Plan · Sponsored by Titlesmart, Inc. · Minnesota · Real Estate

$5M in assets, 68 participants

Titlesmart, Inc.'s Titlesmart, Inc. 401(k) Plan reported $5M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,946 in Real Estate (4,727 peers)

2023 asset change

Titlesmart, Inc. 401(k) Plan grew at a solid clip 14.7% in 2023 ($4M → $5M) for 68 participants.

#2,946
in Real Estate (4,727 peers)
+14.7%
assets growth YoY

Titlesmart, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Titlesmart, Inc. 401(k) Plan vs every filed plan by assets

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

$4,552,942 43rd percentile higher than 43% 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

Titlesmart, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Titlesmart, Inc. 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Titlesmart, Inc. 401(k) Plan reported net income rose from -$309K in the plan year 2022 filing to $582K in the plan year 2023 filing.
  • Titlesmart, Inc. 401(k) Plan reported participants fell from 97 in the plan year 2022 filing to 68 in the plan year 2023 filing.
  • Titlesmart, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208380758 · Titlesmart, Inc. PY 2023 · 401(k)

Titlesmart, Inc. 401(k) Plan · $5M · 68 · 43rd

  • BOOK $5M
  • BOOK 68
  • BOOK 43rd
  • BOOK 401(k)
  • BOOK near Mendocino Coast Clinics, Inc. Retirement Plan
  • BOOK ind #2946

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 Real Estate retirement plans → · Plans in Minnesota →

Titlesmart, Inc. 401(k) Plan in the asset neighbourhood

Titlesmart, Inc. 401(k) Plan$5MMendocino Coast Clinics, Inc. Retirement PlanMendocino Coast Clinics, Inc…$5MLanzo Companies Employee Retirement Plan & TrustLanzo Companies Employee Ret…$5MPicorp, Inc. - Baltimore 401(k) Savings PlanPicorp, Inc. - Baltimore 401…$5MHeights Tower Service Inc 401 K Profit Sharing Plan TrustHeights Tower Service Inc 40…$5M
End-of-year total assets ($M) among Titlesmart, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Titlesmart, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Titlesmart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.97M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 97 $4M
2023 1 68 $5M
2024 1 56 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$582K
Employer EIN208380758
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Titlesmart, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Titlesmart, Inc. 401(k) Plan, Total assets ($B): 0.004552942 · Participants: 68Titlesmart, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Titlesmart, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Titlesmart, Inc. 401(k) Plan side-by-side with 3 peers →

Titlesmart, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mendocino Coast Clinics, Inc. Retirement Plan in CA ($5M); by covered participants it is Avcarb, LLC 401(k) Plan in MA (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Titlesmart, Inc. 401(k) Plan assets move in 2023? ▼
Titlesmart, Inc. 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $4M to $5M. Reported net income was $582K.
Which 401(k) plans are similar in size to Titlesmart, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mendocino Coast Clinics, Inc. Retirement Plan in CA ($5M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Titlesmart, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avcarb, LLC 401(k) Plan in MA (68 participants, $11M 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 208380758.

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.