401(k) · DOL Form 5500 · 2024

Townsend and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
27
Participants Small participant base
49th
Percentile by assets National rank
$269,446
Avg per participant High balance/head
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Official DOL plan name: Townsend and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Townsend and Associates, Inc. · Colorado · Finance & Insurance

$7M in assets, 27 participants

Townsend and Associates, Inc.'s Townsend and Associates, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,889 in Finance & Insurance (8,549 peers)

Townsend and Associates, Inc. multi-year trail

Townsend and Associates, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Townsend and Associates, Inc. 401(k) Profit Sharing Plan at $7M / 27 participants.

#2,889
in Finance & Insurance (8,549 peers)
+20.9%
assets growth YoY

Townsend and Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Townsend and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,275,047 49th percentile higher than 49% 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

Townsend and Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Townsend and Associates, Inc. 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Townsend and Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Townsend and Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Townsend and Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 841170723 · Townsend and Associates, Inc. PY 2024 · 401(k)

Townsend and Associates, Inc. 401(k) Profit Sharing Plan · $7M · 27 · 49th

  • BOOK $7M
  • BOOK 27
  • BOOK 49th
  • BOOK 401(k)
  • BOOK near Justiceworks Youthcare Inc 401(k) Profit Sharing Plan
  • BOOK ind #2889

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 Colorado →

Townsend and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Townsend and Associates, Inc. 401(k) Profit Sharing PlanTownsend and Associates, Inc…$7MOahu Country Club 401(k) Plan$7MJusticeworks Youthcare Inc 401(k) Profit Sharing PlanJusticeworks Youthcare Inc 4…$7MMsb/Bws 401(k) Plan$7MMini-Systems, Inc. Retirement PlanMini-Systems, Inc. Retiremen…$7M
End-of-year total assets ($M) among Townsend and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Townsend and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Townsend and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 48.03843724513135% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.91M $7.28M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 22 $5M
2023 1 20 $6M
2024 1 27 $7M

Townsend and Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN841170723
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Townsend and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Townsend and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007275047 · Participants: 27Townsend and Associates, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Townsend and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Townsend and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Townsend and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Justiceworks Youthcare Inc 401(k) Profit Sharing Plan in PA ($7M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Townsend and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Townsend and Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have Townsend and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Townsend and Associates, Inc.'s sponsor-wide assets grew 48.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Townsend and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Justiceworks Youthcare Inc 401(k) Profit Sharing Plan in PA ($7M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Townsend and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants, $890K 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 841170723.

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.