401(k) · DOL Form 5500 · 2024

Tarbell Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
207
Participants Below avg headcount
41st
Percentile by assets National rank
$22,615
Avg per participant Low balance/head
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Official DOL plan name: Tarbell Management Group, LLC Employee Savings Plan · Sponsored by Tarbell Management Group, LLC · New York · Management of Enterprises

$5M in assets, 207 participants

Tarbell Management Group, LLC's Tarbell Management Group, LLC Employee Savings Plan reported $5M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #314 in Management of Enterprises (1,133 peers)

Coverage in New York

Tarbell Management Group, LLC Employee Savings Plan covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $5M.

#314
in Management of Enterprises (1,133 peers)
+21.3%
assets growth YoY

Tarbell Management Group, LLC Employee Savings Plan's mid-pack asset rank among Management of Enterprises and all filers

Tarbell Management Group, LLC Employee Savings Plan vs every filed plan by assets

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

$4,681,260 41st percentile higher than 41% 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

Tarbell Management Group, LLC Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tarbell Management Group, LLC Employee Savings Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tarbell Management Group, LLC Employee Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Tarbell Management Group, LLC Employee Savings Plan reported participants rose from 203 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 273567818 · Tarbell Management Group, LLC PY 2024 · 401(k)

Tarbell Management Group, LLC Employee Savings Plan · $5M · 207 · 41st

  • 5500 $5M
  • ASSETS 207
  • PCT 41st
  • EIN 401(k)
  • RANK near Bierman Aba 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #314

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 Management of Enterprises retirement plans → · Plans in New York →

Tarbell Management Group, LLC Employee Savings Plan in the asset neighbourhood

Tarbell Management Group, LLC Employee Savings PlanTarbell Management Group, LL…$5MBierman Aba 401(k) Profit Sharing Plan and TrustBierman Aba 401(k) Profit Sh…$5MPortland Bottling Company 401(k) Profit Sharing Plan & TrustPortland Bottling Company 40…$5MMicrotrac, Inc. 401(k) Plan$5MHotc Investment Co. Employee Stock Ownership PlanHotc Investment Co. Employee…$5M
End-of-year total assets ($M) among Tarbell Management Group, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$822K
Employer EIN273567818
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tarbell Management Group, LLC)

Sponsor-wide plan assets over time

All Tarbell Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 55.629219433655464% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.01M $4.68M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 181 $3M
2023 1 203 $4M
2024 1 207 $5M

Nearby 401(k) Plans in New York

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

Tarbell Management Group, LLC Employee Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tarbell Management Group, LLC Employee Savings Plan, Total assets ($B): 0.00468126 · Participants: 207Tarbell Management Group, LLC Employee Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Tarbell Management Group, LLC Employee Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tarbell Management Group, LLC Employee Savings Plan side-by-side with 3 peers →

Tarbell Management Group, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bierman Aba 401(k) Profit Sharing Plan and Trust in IN ($5M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Tarbell Management Group, LLC Employee Savings Plan assets move in 2024? ▼
Tarbell Management Group, LLC Employee Savings Plan grew sharply - up 21.3% during 2024, from $4M to $5M. Reported net income was $822K.
How have Tarbell Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarbell Management Group, LLC's sponsor-wide assets grew 55.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Tarbell Management Group, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bierman Aba 401(k) Profit Sharing Plan and Trust in IN ($5M, 591 participants).
Which 401(k) plans cover a similar participant headcount to Tarbell Management Group, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 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 273567818.

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.