401(k) · DOL Form 5500 · 2023

Tustin Mechanical Services 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
225
Participants Below avg headcount
74th
Percentile by assets National rank
$93,387
Avg per participant Below avg balance/head
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Official DOL plan name: The Tustin Group 401(k) Retirement · Sponsored by Tustin Mechanical Services · Pennsylvania · Construction

$21M in assets, 225 participants

Tustin Mechanical Services's The Tustin Group 401(k) Retirement reported $21M in total assets and 225 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.

  • #6,515 in Construction (9,030 peers)

Coverage in Pennsylvania

The Tustin Group 401(k) Retirement covers 225 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.

#6,515
in Construction (9,030 peers)
+19.7%
assets growth YoY

The Tustin Group 401(k) Retirement's outsized position by total assets

The Tustin Group 401(k) Retirement vs every filed plan by assets

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

$21,012,082 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

The Tustin Group 401(k) Retirement 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. The Tustin Group 401(k) Retirement sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Tustin Group 401(k) Retirement reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Tustin Group 401(k) Retirement end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • The Tustin Group 401(k) Retirement reported participants rose from 210 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800753265 · Tustin Mechanical Services PY 2023 · 401(k)

The Tustin Group 401(k) Retirement · $21M · 225 · 74th

  • EIN $21M
  • RANK 225
  • PHOTO 74th
  • IND 401(k)
  • EOY near Stash Financial, Inc. 401(k) Plan
  • 5500 ind #6515

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 Construction retirement plans → · Plans in Pennsylvania →

The Tustin Group 401(k) Retirement in the asset neighbourhood

The Tustin Group 401(k) RetirementThe Tustin Group 401(k) Reti…$21MStash Financial, Inc. 401(k) PlanStash Financial, Inc. 401(k)…$21MPlume Design, Inc. 401(k) PlanPlume Design, Inc. 401(k) Pl…$21MAbility Partners Retirement PlanAbility Partners Retirement …$21MJaeger Lumber & Supply Company, Inc. 401(k) Profit Sharing PlanJaeger Lumber & Supply Compa…$21M
End-of-year total assets ($M) among The Tustin Group 401(k) Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN800753265
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tustin Mechanical Services)

Sponsor-wide plan assets over time

All Tustin Mechanical Services plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $17.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 210 $18M
2023 1 225 $21M
2024 1 259 N/A

Nearby 401(k) Plans in Pennsylvania

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

The Tustin Group 401(k) Retirement vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Tustin Group 401(k) Retirement, Total assets ($B): 0.021012082 · Participants: 225The Tustin Group 401(k) RetirementComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Tustin Group 401(k) Retirement vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Tustin Group 401(k) Retirement side-by-side with 3 peers →

The Tustin Group 401(k) Retirement's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Stash Financial, Inc. 401(k) Plan in NY ($21M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 The Tustin Group 401(k) Retirement assets move in 2023? ▼
The Tustin Group 401(k) Retirement grew sharply - up 19.7% during 2023, from $18M to $21M. Reported net income was $3M.
Which 401(k) plans are similar in size to The Tustin Group 401(k) Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Stash Financial, Inc. 401(k) Plan in NY ($21M, 419 participants).
Which 401(k) plans cover a similar participant headcount to The Tustin Group 401(k) Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 800753265.

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.