401(k) · DOL Form 5500 · 2024

Tep Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
855
Participants Near avg headcount
81st
Percentile by assets National rank
$45,447
Avg per participant Low balance/head
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Official DOL plan name: Tep Holdings 401(k) Plan · Sponsored by Tep Holdings, LLC · North Carolina · Professional & Technical Services

$39M in assets, 855 participants

Tep Holdings, LLC's Tep Holdings 401(k) Plan reported $39M in total assets and 855 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,442 in Professional & Technical Services (20,173 peers)

Where Tep Holdings 401(k) Plan sits by assets

Tep Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 855 participants (~$45,447/participant), up 20.1% in 2024.

#16,442
in Professional & Technical Services (20,173 peers)
+20.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tep Holdings 401(k) Plan's outsized position by total assets

Tep Holdings 401(k) Plan vs every filed plan by assets

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

$38,857,419 Top 19% higher than 81% 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

Tep Holdings 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tep Holdings 401(k) Plan sits mid-pack in the medium band (855 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tep Holdings 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Tep Holdings 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Tep Holdings 401(k) Plan reported participants rose from 797 in the plan year 2023 filing to 855 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 472397460 · Tep Holdings, LLC PY 2024 · 401(k)

Tep Holdings 401(k) Plan · $39M · 855 · 81st

  • EIN $39M
  • RANK 855
  • PHOTO 81st
  • IND 401(k)
  • EOY near Badger Plug Company Retirement & 401(k)Plan
  • 5500 ind #16442

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 North Carolina →

Tep Holdings 401(k) Plan in the asset neighbourhood

Tep Holdings 401(k) Plan$39MBadger Plug Company Retirement & 401(k)PlanBadger Plug Company Retireme…$39MJedson Engineering, Inc. 401(k) PlanJedson Engineering, Inc. 401…$39MNova Financial & Investment Corp. Employees 401(k) Profit Sharing PlanNova Financial & Investment …$39MPubmatic, Inc. Retirement TrustPubmatic, Inc. Retirement Tr…$39M
End-of-year total assets ($M) among Tep Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN472397460
Plan Effective Date2013-02-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Tep Holdings, LLC)

Sponsor-wide plan assets over time

All Tep Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 57.387883454915375% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.7M $38.9M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 700 $25M
2023 1 797 $32M
2024 1 855 $39M

Nearby 401(k) Plans in North Carolina

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

Tep Holdings 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Tep Holdings 401(k) Plan, Total assets ($B): 0.038857419 · Participants: 855Tep Holdings 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Tep Holdings 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Tep Holdings 401(k) Plan side-by-side with 3 peers →

Tep Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Badger Plug Company Retirement & 401(k)Plan in WI ($39M); by covered participants it is Perkins Eastman Architects, Dpc 401(k) Plan in NY (855 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (855 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 Tep Holdings 401(k) Plan assets move in 2024? ▼
Tep Holdings 401(k) Plan grew sharply - up 20.1% during 2024, from $32M to $39M. Reported net income was $7M.
How have Tep Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tep Holdings, LLC's sponsor-wide assets grew 57.4%, from $25M to $39M.
Where does Tep Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Tep Holdings 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tep Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Badger Plug Company Retirement & 401(k)Plan in WI ($39M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Tep Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perkins Eastman Architects, Dpc 401(k) Plan in NY (855 participants, $163M 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 472397460.

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.