401(k) · DOL Form 5500 · 2023

Tucker Arensberg PC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
155
Participants Small participant base
87th
Percentile by assets National rank
$393,770
Avg per participant High balance/head
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Official DOL plan name: Tucker Arensberg, P.C. Retirement Plan · Sponsored by Tucker Arensberg PC · Pennsylvania · Professional & Technical Services

$61M in assets, 155 participants

Tucker Arensberg PC's Tucker Arensberg, P.C. Retirement Plan reported $61M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,016 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Tucker Arensberg, P.C. Retirement Plan covers 155 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $61M.

#18,016
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tucker Arensberg, P.C. Retirement Plan's outsized position by total assets

Tucker Arensberg, P.C. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$61,034,356 Top 13% higher than 87% of 127,068 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 2023

Tucker Arensberg, P.C. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tucker Arensberg, P.C. Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tucker Arensberg, P.C. Retirement Plan reported net income rose from $968K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Tucker Arensberg, P.C. Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Tucker Arensberg, P.C. Retirement Plan reported participants rose from 132 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251425735 · Tucker Arensberg PC PY 2023 · 401(k)

Tucker Arensberg, P.C. Retirement Plan · $61M · 155 · 87th

  • EIN $61M
  • EIN 155
  • EIN 87th
  • EIN 401(k)
  • EIN near Trimont LLC 401(k) Plan
  • EIN ind #18016

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 Pennsylvania →

Tucker Arensberg, P.C. Retirement Plan in the asset neighbourhood

Cnc Software, Inc. Profit Sharing PlanCnc Software, Inc. Profit Sh…$61MNiemann Foods, Inc. 401(k) Profit Sharing PlanNiemann Foods, Inc. 401(k) P…$61MLandman Corsi Ballaine & Ford 401(k) Profit Sharing PlanLandman Corsi Ballaine & For…$61MTucker Arensberg, P.C. Retirement PlanTucker Arensberg, P.C. Retir…$61MTrimont LLC 401(k) Plan$61M
End-of-year total assets ($M) among Tucker Arensberg, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$61M
Net Income$11M
Employer EIN251425735
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tucker Arensberg PC)

Sponsor-wide plan assets over time

All Tucker Arensberg PC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 28.507106093060486% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50M $64.3M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 132 $50M
2023 1 155 $61M
2024 1 155 $64M

Nearby 401(k) Plans in Pennsylvania

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

Tucker Arensberg, P.C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Tucker Arensberg, P.C. Retirement Plan, Total assets ($B): 0.061034356 · Participants: 155Tucker Arensberg, P.C. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Tucker Arensberg, P.C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Tucker Arensberg, P.C. Retirement Plan side-by-side with 3 peers →

Tucker Arensberg, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Trimont LLC 401(k) Plan in GA ($61M); by covered participants it is Pacific Bath Company 401(k) Plan in OR (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tucker Arensberg, P.C. Retirement Plan assets move in 2023? ▼
Tucker Arensberg, P.C. Retirement Plan grew sharply - up 22.0% during 2023, from $50M to $61M. Reported net income was $11M.
How have Tucker Arensberg PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucker Arensberg PC's sponsor-wide assets grew 28.5%, from $50M to $64M.
Where does Tucker Arensberg, P.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Tucker Arensberg, P.C. Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tucker Arensberg, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trimont LLC 401(k) Plan in GA ($61M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Tucker Arensberg, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacific Bath Company 401(k) Plan in OR (155 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251425735.

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.