401(k) · DOL Form 5500 · 2024
Tmi Tax Services Group Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $263,496
- Avg per participant High balance/head
Official DOL plan name: Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Tmi Tax Services Group Inc · California · Professional & Technical Services
$3M in assets, 13 participants
Tmi Tax Services Group Inc's Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,586 in Professional & Technical Services (20,173 peers)
Tmi Tax Services Group Inc multi-year trail
Tmi Tax Services Group Inc's plans moved +37.9% in assets from 2022 to 2024; this filing shows Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust at $3M / 13 participants.
- #6,586
- in Professional & Technical Services (20,173 peers)
- +12.1%
- assets growth YoY
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,425,446 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tmi Tax Services Group Inc 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. Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $572K in the plan year 2023 filing to $369K in the plan year 2024 filing.
- Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 205002270 · Tmi Tax Services Group Inc PY 2024 · 401(k)
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust · $3M · 13 · 36th
- EIN $3M
- RANK 13
- PHOTO 36th
- IND 401(k)
- EOY near Internet Business Systems Inc 401(k) Profit Sharing Plan & Trust
- 5500 ind #6586
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 →
Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Tmi Tax Services Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All Tmi Tax Services Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 37.86832210540382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 12 | $3M |
| 2024 | 1 | 13 | $3M |
Tmi Tax Services Group Inc filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $369K |
| Employer EIN | 205002270 |
| Plan Effective Date | 1988-05-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Tmi Tax Services Group Inc 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 Internet Business Systems Inc 401(k) Profit Sharing Plan & Trust in MD ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.