401(k) · DOL Form 5500 · 2024

Tebo Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
42nd
Percentile by assets National rank
$198,172
Avg per participant Above avg balance/head
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Official DOL plan name: Tebo Financial 401(k) Plan · Sponsored by Tebo Financial Services, Inc. · Ohio · Finance & Insurance

$5M in assets, 25 participants

Tebo Financial Services, Inc.'s Tebo Financial 401(k) Plan reported $5M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,412 in Finance & Insurance (8,549 peers)

Tebo Financial Services, Inc. multi-year trail

Tebo Financial Services, Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows Tebo Financial 401(k) Plan at $5M / 25 participants.

#2,412
in Finance & Insurance (8,549 peers)
-5.6%
assets change YoY

The plan reported a net loss of $292K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tebo Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Tebo Financial 401(k) Plan vs every filed plan by assets

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

$4,954,312 42nd percentile higher than 42% 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

Tebo Financial 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. Tebo Financial 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tebo Financial 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$292K in the plan year 2024 filing.
  • Tebo Financial 401(k) Plan reported participants fell from 37 in the plan year 2023 filing to 25 in the plan year 2024 filing.
  • Tebo Financial 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341750572 · Tebo Financial Services, Inc. PY 2024 · 401(k)

Tebo Financial 401(k) Plan · $5M · 25 · 42nd

  • BOY $5M
  • BOY 25
  • BOY 42nd
  • BOY 401(k)
  • BOY near Pediatricare Associates L L C 401(k) Profit Sharing Plan & Trust
  • BOY ind #2412

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 Ohio →

Tebo Financial 401(k) Plan in the asset neighbourhood

Tebo Financial 401(k) Plan$5MPediatricare Associates L L C 401(k) Profit Sharing Plan & TrustPediatricare Associates L L …$5MJain Farm Fresh Foods 401(k) PlanJain Farm Fresh Foods 401(k)…$5MAgata & Valentina 401(k) Retirement PlanAgata & Valentina 401(k) Ret…$5MFirst Choice Health Centers, Inc. 401(k) Profit Sharing PlanFirst Choice Health Centers,…$5M
End-of-year total assets ($M) among Tebo Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tebo Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tebo Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.128479711469975% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.96M $4.95M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 37 $5M
2024 1 25 $5M

Tebo Financial Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$292K
Employer EIN341750572
Plan Effective Date2013-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Tebo Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Tebo Financial 401(k) Plan, Total assets ($B): 0.004954312 · Participants: 25Tebo Financial 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Tebo Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Tebo Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Pediatricare Associates L L C 401(k) Profit Sharing Plan & Trust in NJ ($5M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Tebo Financial 401(k) Plan assets move in 2024? ▼
Tebo Financial 401(k) Plan pulled back noticeably - down 5.6% during 2024, from $5M to $5M. Reported net income was -$292K.
How have Tebo Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tebo Financial Services, Inc.'s sponsor-wide assets grew 25.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Tebo Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pediatricare Associates L L C 401(k) Profit Sharing Plan & Trust in NJ ($5M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Tebo Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M 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 341750572.

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.