401(k) · DOL Form 5500 · 2024
Tandem Senior Living Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $107,080
- Avg per participant Below avg balance/head
Official DOL plan name: Tandem Senior Living Advisors, Inc. · Sponsored by Tandem Senior Living Advisors, Inc. · North Carolina · Professional & Technical Services
$4M in assets, 41 participants
Tandem Senior Living Advisors, Inc.'s Tandem Senior Living Advisors, Inc. reported $4M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,477 in Professional & Technical Services (20,173 peers)
2024 asset change
Tandem Senior Living Advisors, Inc. declined sharply 18.2% in 2024 ($5M → $4M) for 41 participants.
- #7,477
- in Professional & Technical Services (20,173 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $975K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tandem Senior Living Advisors, Inc.'s mid-pack asset rank among Professional & Technical Services and all filers
Tandem Senior Living Advisors, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,390,275 40th percentile higher than 40% 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
Tandem Senior Living Advisors, Inc. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tandem Senior Living Advisors, Inc. is a small filing (41 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tandem Senior Living Advisors, Inc. reported net income fell from $701K in the plan year 2023 filing to -$975K in the plan year 2024 filing.
- Tandem Senior Living Advisors, Inc. reported participants rose from 32 in the plan year 2023 filing to 41 in the plan year 2024 filing.
- Tandem Senior Living Advisors, Inc. end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561290405 · Tandem Senior Living Advisors, Inc. PY 2024 · 401(k)
Tandem Senior Living Advisors, Inc. · $4M · 41 · 40th
- NET $4M
- BOOK 41
- VS-ST 40th
- BOY 401(k)
- SCH near Identity, Inc. 401(k) Plan
- EBSA ind #7477
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 North Carolina →
Tandem Senior Living Advisors, Inc. in the asset neighbourhood
Tandem Senior Living Advisors, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Tandem Senior Living Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 5.870705753962724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $5M |
| 2023 | 1 | 32 | $5M |
| 2024 | 1 | 41 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$975K |
| Employer EIN | 561290405 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Tandem Senior Living Advisors, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Identity, Inc. 401(k) Plan in MD ($4M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.
- Behavior Basics Inc 401(k) Profit Sharing Plan & Trust (FL) 41 · 0 off
- National Blasting & Coating 401(k) Profit Sharing Plan & Trust (LA) 41 · 0 off
- Efs Advisors 401(k) Plan (MN) 41 · 0 off
- Hc of Virginia 401(k) Plan (VA) 41 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.