401(k) · DOL Form 5500 · 2024

Walnut 65 Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
43rd
Percentile by assets National rank
$148,623
Avg per participant Above avg balance/head
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Official DOL plan name: Tannin Group 401(k) Plan · Sponsored by Walnut 65 Holdings, Inc. · Massachusetts · Wholesale Trade

$5M in assets, 35 participants

Walnut 65 Holdings, Inc.'s Tannin Group 401(k) Plan reported $5M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,978 in Wholesale Trade (6,080 peers)

Walnut 65 Holdings, Inc. multi-year trail

Walnut 65 Holdings, Inc.'s plans moved +22.2% in assets from 2022 to 2024; this filing shows Tannin Group 401(k) Plan at $5M / 35 participants.

#1,978
in Wholesale Trade (6,080 peers)
+10.1%
assets growth YoY

Tannin Group 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Tannin Group 401(k) Plan vs every filed plan by assets

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

$5,201,791 43rd percentile higher than 43% 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

Tannin Group 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. Tannin Group 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tannin Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Tannin Group 401(k) Plan reported participants rose from 33 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042009706 · Walnut 65 Holdings, Inc. PY 2024 · 401(k)

Tannin Group 401(k) Plan · $5M · 35 · 43rd

  • PART $5M
  • TYPE 35
  • NET 43rd
  • BOOK 401(k)
  • VS-ST near Fior Di Sole, LLC 401(k) Profit Sharing Plan
  • BOY ind #1978

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Tannin Group 401(k) Plan in the asset neighbourhood

Tannin Group 401(k) Plan$5MFior Di Sole, LLC 401(k) Profit Sharing PlanFior Di Sole, LLC 401(k) Pro…$5MKuehn Motor Company, Inc. Employees Profit Sharing Plan and TrustKuehn Motor Company, Inc. Em…$5MSuper Saver Drugs, Inc. Profit Sharing PlanSuper Saver Drugs, Inc. Prof…$5MLiquidagents Healthcare, LLC 401(k) PlanLiquidagents Healthcare, LLC…$5M
End-of-year total assets ($M) among Tannin Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Walnut 65 Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Walnut 65 Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.18707682333721% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.26M $5.2M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 33 $4M
2023 1 33 $5M
2024 1 35 $5M

Walnut 65 Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$476K
Employer EIN042009706
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Tannin Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Tannin Group 401(k) Plan, Total assets ($B): 0.005201791 · Participants: 35Tannin Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Tannin Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Tannin Group 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Fior Di Sole, LLC 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Tannin Group 401(k) Plan assets move in 2024? ▼
Tannin Group 401(k) Plan grew at a solid clip - up 10.1% during 2024, from $5M to $5M. Reported net income was $476K.
How have Walnut 65 Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walnut 65 Holdings, Inc.'s sponsor-wide assets grew 22.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Tannin Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fior Di Sole, LLC 401(k) Profit Sharing Plan in CA ($5M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Tannin Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 042009706.

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.