401(k) · DOL Form 5500 · 2024

Big Tree Marketing Inc 401(k) Plan

Data updated 2026-08-25

$797K
Total assets Small plan by assets
N/A
Participants Small participant base
21st
Percentile by assets National rank
PlainRetire home → About this data

Official DOL plan name: Big Tree Marketing Inc 401(k) Profit Sharing Plan · Sponsored by Big Tree Marketing Inc · Iowa · Professional & Technical Services

$797K in assets, N/A participants

Big Tree Marketing Inc's Big Tree Marketing Inc 401(k) Profit Sharing Plan reported $797K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,306 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Big Tree Marketing Inc 401(k) Profit Sharing Plan holds $797K for N/A participants, among the smaller plans by assets on file.

#3,306
in Professional & Technical Services (20,173 peers)
+1.7%
assets growth YoY

Big Tree Marketing Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Big Tree Marketing Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$797,407 21st percentile higher than 21% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 470963672 · Big Tree Marketing Inc PY 2024 · 401(k)

Big Tree Marketing Inc 401(k) Profit Sharing Plan · $797K · N/A · 21st

  • BOY $797K
  • SCH N/A
  • EBSA 21st
  • PART 401(k)
  • TYPE near Beach House Enterprises, Inc. 401(k) Plan
  • NET ind #3306

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 Iowa →

Big Tree Marketing Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Big Tree Marketing Inc 401(k) Profit Sharing PlanBig Tree Marketing Inc 401(k…$797KBeach House Enterprises, Inc. 401(k) PlanBeach House Enterprises, Inc…$797KAbqaurp 401(k) Profit Sharing PlanAbqaurp 401(k) Profit Sharin…$797KRambo B4d Construction, Inc. 401(k) PlanRambo B4d Construction, Inc.…$797KDesert Fire Extinguisher Co., Inc. 401(k) PlanDesert Fire Extinguisher Co.…$798K
End-of-year total assets ($M) among Big Tree Marketing Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$784K
Net Assets (End of Year)$797K
Net Income$14K
Employer EIN470963672
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Big Tree Marketing Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Big Tree Marketing Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000797407 · Participants: 0Big Tree Marketing Inc 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Big Tree Marketing Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Big Tree Marketing Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Big Tree Marketing Inc 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by assets

Outside Iowa, the nearest 401(k) by end-of-year assets is Beach House Enterprises, Inc. 401(k) Plan in MI at $797K (this filing: $797K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($797K here).

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 Big Tree Marketing Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Big Tree Marketing Inc 401(k) Profit Sharing Plan edged up modestly - up 1.7% during 2024, from $784K to $797K. Reported net income was $14K.
Where does Big Tree Marketing Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Big Tree Marketing Inc 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Big Tree Marketing Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beach House Enterprises, Inc. 401(k) Plan in MI ($797K, 16 participants).

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 470963672.

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.