401(k) · DOL Form 5500 · 2024

Tuttle & Mccloskey 401(k) Plan

Data updated 2026-08-25

$352K
Total assets Small plan by assets
18
Participants Small participant base
15th
Percentile by assets National rank
$19,578
Avg per participant Low balance/head
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Official DOL plan name: Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust · Sponsored by Tuttle & Mccloskey · California · Professional & Technical Services

$352K in assets, 18 participants

Tuttle & Mccloskey's Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust reported $352K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,311 in Professional & Technical Services (20,173 peers)

Tuttle & Mccloskey multi-year trail

Tuttle & Mccloskey's plans moved +385.8% in assets from 2022 to 2024; this filing shows Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust at $352K / 18 participants.

#2,311
in Professional & Technical Services (20,173 peers)
+44.0%
assets growth YoY

Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$352,399 15th percentile higher than 15% of 123,620 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 2024

Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $245K in the plan year 2023 filing to $352K in the plan year 2024 filing.
  • Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust reported net income fell from $172K in the plan year 2023 filing to $108K in the plan year 2024 filing.
  • Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust reported participants rose from 17 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942770940 · Tuttle & Mccloskey PY 2024 · 401(k)

Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust · $352K · 18 · 15th

  • RANK $352K
  • PHOTO 18
  • IND 15th
  • EOY 401(k)
  • 5500 near Concho Valley Workforce Development Board 401(k) Profit Sharing Plan
  • ASSETS ind #2311

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 Professional & Technical Services retirement plans → · Plans in California →

Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Tuttle & Mccloskey 401(k) Profit Sharing Plan & TrustTuttle & Mccloskey 401(k) Pr…$352KConcho Valley Workforce Development Board 401(k) Profit Sharing PlanConcho Valley Workforce Deve…$352KLiving Proof, Inc. 401(k) Profit Sharing Plan and TrustLiving Proof, Inc. 401(k) Pr…$352KVijay K. Anand, M.D., P.C. 401(k) Profit Sharing PlanVijay K. Anand, M.D., P.C. 4…$352KHf Holdings, Inc. 401(k) Plan$352K
End-of-year total assets ($M) among Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tuttle & Mccloskey multi-year asset trail

Sponsor-wide plan assets over time

All Tuttle & Mccloskey plans reported in each filing year

Latest sponsor-wide plan assets
$352K 385.81295321073094% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.07M $0.35M ▲ +400.0%
Year Plans Participants Total Assets
2022 1 18 $73K
2023 1 17 $245K
2024 1 18 $352K

Tuttle & Mccloskey filing trail (2024)

Total Assets (Beginning of Year)$245K
Net Assets (End of Year)$352K
Net Income$108K
Employer EIN942770940
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000352399 · Participants: 18Tuttle & Mccloskey 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Concho Valley Workforce Development Board 401(k) Profit Sharing Plan in TX ($352K); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust surged - up 44.0% during 2024, from $245K to $352K. Reported net income was $108K.
How have Tuttle & Mccloskey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tuttle & Mccloskey's sponsor-wide assets grew 385.8%, from $73K to $352K.
Where does Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Concho Valley Workforce Development Board 401(k) Profit Sharing Plan in TX ($352K, 13 participants).
Which 401(k) plans cover a similar participant headcount to Tuttle & Mccloskey 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942770940.

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.