401(k) · DOL Form 5500 · 2023

Tervis Tumbler Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
338
Participants Below avg headcount
68th
Percentile by assets National rank
$45,640
Avg per participant Low balance/head
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Official DOL plan name: Tervis Tumbler Company 401(k) Plan · Sponsored by Tervis Tumbler Company · Florida · Manufacturing

$15M in assets, 338 participants

Tervis Tumbler Company's Tervis Tumbler Company 401(k) Plan reported $15M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,543 in Manufacturing (18,722 peers)

Tervis Tumbler Company multi-year trail

Tervis Tumbler Company's plans moved -13.3% in assets from 2022 to 2024; this filing shows Tervis Tumbler Company 401(k) Plan at $15M / 338 participants.

#10,543
in Manufacturing (18,722 peers)
-5.1%
assets change YoY

The plan reported a net loss of $832K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tervis Tumbler Company 401(k) Plan's outsized position by total assets

Tervis Tumbler Company 401(k) Plan vs every filed plan by assets

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

$15,426,482 Top 32% higher than 68% 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

Tervis Tumbler Company 401(k) 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. Tervis Tumbler Company 401(k) Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tervis Tumbler Company 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to -$832K in the plan year 2023 filing.
  • Tervis Tumbler Company 401(k) Plan reported participants fell from 400 in the plan year 2022 filing to 338 in the plan year 2023 filing.
  • Tervis Tumbler Company 401(k) Plan end-of-year assets fell from $16M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591214892 · Tervis Tumbler Company PY 2023 · 401(k)

Tervis Tumbler Company 401(k) Plan · $15M · 338 · 68th

  • RANK $15M
  • PHOTO 338
  • IND 68th
  • EOY 401(k)
  • 5500 near Nacarato Trucks General Partnership 401(k) Plan
  • ASSETS ind #10543

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 Florida →

Tervis Tumbler Company 401(k) Plan in the asset neighbourhood

Tervis Tumbler Company 401(k) PlanTervis Tumbler Company 401(k…$15MNacarato Trucks General Partnership 401(k) PlanNacarato Trucks General Part…$15MMaui Oil Co, Inc 401(k) Profit Sharing PlanMaui Oil Co, Inc 401(k) Prof…$15MDavid C Cook Retirement Plan with 401(k) SavingsDavid C Cook Retirement Plan…$15MCraneveyor Corp 401(k) Profit Sharing PlanCraneveyor Corp 401(k) Profi…$15M
End-of-year total assets ($M) among Tervis Tumbler Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tervis Tumbler Company multi-year asset trail

Sponsor-wide plan assets over time

All Tervis Tumbler Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.314202284851664% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $16.3M $14.1M ▼ -13.3%
Year Plans Participants Total Assets
2022 1 400 $16M
2023 1 338 $15M
2024 1 184 $14M

Tervis Tumbler Company filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$832K
Employer EIN591214892
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Tervis Tumbler Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Tervis Tumbler Company 401(k) Plan, Total assets ($B): 0.015426482 · Participants: 338Tervis Tumbler Company 401(k) 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
Tervis Tumbler Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tervis Tumbler Company 401(k) Plan side-by-side with 3 peers →

Tervis Tumbler Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Nacarato Trucks General Partnership 401(k) Plan in TN ($15M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Tervis Tumbler Company 401(k) Plan assets move in 2023? ▼
Tervis Tumbler Company 401(k) Plan pulled back noticeably - down 5.1% during 2023, from $16M to $15M. Reported net income was -$832K.
How have Tervis Tumbler Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tervis Tumbler Company's sponsor-wide assets declined 13.3%, from $16M to $14M.
Which 401(k) plans are similar in size to Tervis Tumbler Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nacarato Trucks General Partnership 401(k) Plan in TN ($15M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Tervis Tumbler Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 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 591214892.

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.