401(k) · DOL Form 5500 · 2024

Tollefson Bradley Mitchell & Melendi, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
40th
Percentile by assets National rank
$201,303
Avg per participant Above avg balance/head
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Official DOL plan name: Tbmm 401(k) Plan · Sponsored by Tollefson Bradley Mitchell & Melendi, LLP · Texas · Professional & Technical Services

$4M in assets, 22 participants

Tollefson Bradley Mitchell & Melendi, LLP's Tbmm 401(k) Plan reported $4M in total assets and 22 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.

  • #7,508 in Professional & Technical Services (20,173 peers)

Tollefson Bradley Mitchell & Melendi, LLP multi-year trail

Tollefson Bradley Mitchell & Melendi, LLP's plans moved +47.9% in assets from 2022 to 2024; this filing shows Tbmm 401(k) Plan at $4M / 22 participants.

#7,508
in Professional & Technical Services (20,173 peers)
+12.8%
assets growth YoY

Tbmm 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$4,428,662 40th percentile higher than 40% 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

Tbmm 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. Tbmm 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tbmm 401(k) Plan reported net income fell from $932K in the plan year 2023 filing to $502K in the plan year 2024 filing.
  • Tbmm 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Tbmm 401(k) Plan reported participants rose from 21 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 320164299 · Tollefson Bradley Mitchell & Melendi, LLP PY 2024 · 401(k)

Tbmm 401(k) Plan · $4M · 22 · 40th

  • TYPE $4M
  • NET 22
  • BOOK 40th
  • VS-ST 401(k)
  • BOY near Pacific Four Sales & Marketing, Inc. 401(k) & Profit Sharing Plan
  • SCH ind #7508

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 Texas →

Tbmm 401(k) Plan in the asset neighbourhood

Tbmm 401(k) Plan$4MPacific Four Sales & Marketing, Inc. 401(k) & Profit Sharing PlanPacific Four Sales & Marketi…$4MJsc Systems, Inc. 401(k) Profit Sharing Plan & TrustJsc Systems, Inc. 401(k) Pro…$4MMican Technologies Inc. 401(k) PlanMican Technologies Inc. 401(…$4MYugo USA LLC 401(k) Plan$4M
End-of-year total assets ($M) among Tbmm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tollefson Bradley Mitchell & Melendi, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Tollefson Bradley Mitchell & Melendi, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.859726533781966% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3M $4.43M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 17 $3M
2023 1 21 $4M
2024 1 22 $4M

Tollefson Bradley Mitchell & Melendi, LLP filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$502K
Employer EIN320164299
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Tbmm 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tbmm 401(k) Plan, Total assets ($B): 0.004428662 · Participants: 22Tbmm 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Tbmm 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tbmm 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Pacific Four Sales & Marketing, Inc. 401(k) & Profit Sharing Plan in OR ($4M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Tbmm 401(k) Plan assets move in 2024? ▼
Tbmm 401(k) Plan grew at a solid clip - up 12.8% during 2024, from $4M to $4M. Reported net income was $502K.
How have Tollefson Bradley Mitchell & Melendi, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tollefson Bradley Mitchell & Melendi, LLP's sponsor-wide assets grew 47.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Tbmm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Four Sales & Marketing, Inc. 401(k) & Profit Sharing Plan in OR ($4M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Tbmm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A 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 320164299.

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.