401(k) · DOL Form 5500 · 2024

Seals, Tacia and Bartz, Od, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
60
Participants Small participant base
30th
Percentile by assets National rank
$36,566
Avg per participant Low balance/head
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Official DOL plan name: Stbw 401(k) Plan · Sponsored by Seals, Tacia and Bartz, Od, PC · Michigan · Healthcare & Social Assistance

$2M in assets, 60 participants

Seals, Tacia and Bartz, Od, PC's Stbw 401(k) Plan reported $2M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,883 in Healthcare & Social Assistance (16,916 peers)

Seals, Tacia and Bartz, Od, PC multi-year trail

Seals, Tacia and Bartz, Od, PC's plans moved +45.1% in assets from 2022 to 2024; this filing shows Stbw 401(k) Plan at $2M / 60 participants.

#4,883
in Healthcare & Social Assistance (16,916 peers)
+13.6%
assets growth YoY

Stbw 401(k) Plan among the smaller filed plans by assets

Stbw 401(k) Plan vs every filed plan by assets

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

$2,193,974 30th percentile higher than 30% 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

Stbw 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. Stbw 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stbw 401(k) Plan reported net income fell from $419K in the plan year 2023 filing to $263K in the plan year 2024 filing.
  • Stbw 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stbw 401(k) Plan reported participants fell from 61 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 383021450 · Seals, Tacia and Bartz, Od, PC PY 2024 · 401(k)

Stbw 401(k) Plan · $2M · 60 · 30th

  • EIN $2M
  • EIN 60
  • EIN 30th
  • EIN 401(k)
  • EIN near R David Adams Associates 401(k) Profit Sharing Plan & Trust
  • EIN ind #4883

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Stbw 401(k) Plan in the asset neighbourhood

Stbw 401(k) Plan$2MR David Adams Associates 401(k) Profit Sharing Plan & TrustR David Adams Associates 401…$2MEast Coast Office Installations 401(k) Profit Sharing Plan & TrustEast Coast Office Installati…$2MMagellan Aerospace, Middletown Local 2535 Employees Savings Plan and TrustMagellan Aerospace, Middleto…$2ME & S Fogarty Enterprises, Inc. 401(k) Profit Sharing PlanE & S Fogarty Enterprises, I…$2M
End-of-year total assets ($M) among Stbw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Seals, Tacia and Bartz, Od, PC multi-year asset trail

Sponsor-wide plan assets over time

All Seals, Tacia and Bartz, Od, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.07828964291406% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.51M $2.19M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 53 $2M
2023 1 61 $2M
2024 1 60 $2M

Seals, Tacia and Bartz, Od, PC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$263K
Employer EIN383021450
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Stbw 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Stbw 401(k) Plan, Total assets ($B): 0.002193974 · Participants: 60Stbw 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Stbw 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest 401(k) by assets is R David Adams Associates 401(k) Profit Sharing Plan & Trust in WA ($2M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

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 Stbw 401(k) Plan assets move in 2024?
Stbw 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $2M to $2M. Reported net income was $263K.
How have Seals, Tacia and Bartz, Od, PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Seals, Tacia and Bartz, Od, PC's sponsor-wide assets grew 45.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Stbw 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is R David Adams Associates 401(k) Profit Sharing Plan & Trust in WA ($2M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Stbw 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K in assets).