401(k) · DOL Form 5500 · 2024

Turnbull & Asser (USA) LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
31
Participants Small participant base
38th
Percentile by assets National rank
$130,509
Avg per participant Near avg balance/head
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Official DOL plan name: Turnbull & Asser 401(k) Plan · Sponsored by Turnbull & Asser (USA) LLC · Connecticut · Retail Trade

$4M in assets, 31 participants

Turnbull & Asser (USA) LLC's Turnbull & Asser 401(k) Plan reported $4M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,985 in Retail Trade (8,048 peers)

Turnbull & Asser (USA) LLC multi-year trail

Turnbull & Asser (USA) LLC's plans moved +19.4% in assets from 2022 to 2024; this filing shows Turnbull & Asser 401(k) Plan at $4M / 31 participants.

#3,985
in Retail Trade (8,048 peers)
-4.7%
assets change YoY

The plan reported a net loss of $202K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Turnbull & Asser 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Turnbull & Asser 401(k) Plan vs every filed plan by assets

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

$4,045,777 38th percentile higher than 38% 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

Turnbull & Asser 401(k) 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. Turnbull & Asser 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Turnbull & Asser 401(k) Plan reported net income fell from $859K in the plan year 2023 filing to -$202K in the plan year 2024 filing.
  • Turnbull & Asser 401(k) Plan reported participants rose from 29 in the plan year 2023 filing to 31 in the plan year 2024 filing.
  • Turnbull & Asser 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061458400 · Turnbull & Asser (USA) LLC PY 2024 · 401(k)

Turnbull & Asser 401(k) Plan · $4M · 31 · 38th

  • VS-ST $4M
  • VS-ST 31
  • VS-ST 38th
  • VS-ST 401(k)
  • VS-ST near Pathlight Community Services 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #3985

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 Retail Trade retirement plans → · Plans in Connecticut →

Turnbull & Asser 401(k) Plan in the asset neighbourhood

Turnbull & Asser 401(k) Plan$4MPathlight Community Services 401(k) Profit Sharing Plan and TrustPathlight Community Services…$4MBig M Transportation 401(k) PlanBig M Transportation 401(k) …$4MHgr Industrial Surplus, LLC 401(k) P/S PlanHgr Industrial Surplus, LLC …$4MTime Auto Group 401(k) Plan$4M
End-of-year total assets ($M) among Turnbull & Asser 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Turnbull & Asser (USA) LLC multi-year asset trail

Sponsor-wide plan assets over time

All Turnbull & Asser (USA) LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.41522276771101% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.39M $4.05M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 29 $4M
2024 1 31 $4M

Turnbull & Asser (USA) LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$202K
Employer EIN061458400
Plan Effective Date1999-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Turnbull & Asser 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Turnbull & Asser 401(k) Plan, Total assets ($B): 0.004045777 · Participants: 31Turnbull & Asser 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Turnbull & Asser 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Turnbull & Asser 401(k) Plan side-by-side with 3 peers →

Turnbull & Asser 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI ($4M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Turnbull & Asser 401(k) Plan assets move in 2024? ▼
Turnbull & Asser 401(k) Plan edged down modestly - down 4.7% during 2024, from $4M to $4M. Reported net income was -$202K.
How have Turnbull & Asser (USA) LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Turnbull & Asser (USA) LLC's sponsor-wide assets grew 19.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Turnbull & Asser 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI ($4M, 396 participants).
Which 401(k) plans cover a similar participant headcount to Turnbull & Asser 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M 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 061458400.

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.