401(k) · DOL Form 5500 · 2024
Toomey Investment Management I 401(k) Plan
Data updated 2026-08-25
- $880K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $176,068
- Avg per participant Above avg balance/head
Official DOL plan name: Toomey Investment Management I 401(k) Profit Sharing Plan & Trust · Sponsored by Toomey Investment Management I · Connecticut · Finance & Insurance
$880K in assets, 5 participants
Toomey Investment Management I's Toomey Investment Management I 401(k) Profit Sharing Plan & Trust reported $880K in total assets and 5 participants in its 2024 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.
- #1,066 in Finance & Insurance (8,549 peers)
Toomey Investment Management I multi-year trail
Toomey Investment Management I's plans moved +376.7% in assets from 2022 to 2024; this filing shows Toomey Investment Management I 401(k) Profit Sharing Plan & Trust at $880K / 5 participants.
- #1,066
- in Finance & Insurance (8,549 peers)
- +106.3%
- assets growth YoY
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$880,339 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toomey Investment Management I 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Toomey Investment Management I 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $427K in the plan year 2023 filing to $880K in the plan year 2024 filing.
- Toomey Investment Management I 401(k) Profit Sharing Plan & Trust reported net income rose from $242K in the plan year 2023 filing to $454K in the plan year 2024 filing.
- Toomey Investment Management I 401(k) Profit Sharing Plan & Trust reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 271418696 · Toomey Investment Management I PY 2024 · 401(k)
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust · $880K · 5 · 22nd
- EOY $880K
- EOY 5
- EOY 22nd
- EOY 401(k)
- EOY near Designer Smiles, LLP Retirement Plan
- EOY ind #1066
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Toomey Investment Management I multi-year asset trail
Sponsor-wide plan assets over time
All Toomey Investment Management I plans reported in each filing year
- Latest sponsor-wide plan assets
- $880K 376.74282588799775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $185K |
| 2023 | 1 | 4 | $427K |
| 2024 | 1 | 5 | $880K |
Toomey Investment Management I filing trail (2024)
| Total Assets (Beginning of Year) | $427K |
|---|---|
| Net Assets (End of Year) | $880K |
| Net Income | $454K |
| Employer EIN | 271418696 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Toomey Investment Management I 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Designer Smiles, LLP Retirement Plan in TX ($880K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($880K here).
- Designer Smiles, LLP Retirement Plan (TX) $880K · 6
- West Bond Group Inc. 401(k) Plan (MD) $880K · 1
- C&m Venture Group, Inc. 401(k) Plan (NY) $880K · 2
- Thomas Arvid Fine Art, Inc. 401(k) Plan (GA) $880K · 4
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.