401(k) · DOL Form 5500 · 2024
Tenacre Foundation 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $237,228
- Avg per participant Above avg balance/head
Official DOL plan name: Tenacre Foundation 401(k) Plan · Sponsored by Tenacre Foundation · New Jersey · Other Services
$36M in assets, 150 participants
Tenacre Foundation's Tenacre Foundation 401(k) Plan reported $36M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #6,958 in Other Services (7,719 peers)
Coverage in New Jersey
Tenacre Foundation 401(k) Plan covers 150 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $36M.
- #6,958
- in Other Services (7,719 peers)
- +4.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tenacre Foundation 401(k) Plan's outsized position by total assets
Tenacre Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,584,225 Top 20% higher than 80% 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
Tenacre Foundation 401(k) 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. Tenacre Foundation 401(k) Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tenacre Foundation 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Tenacre Foundation 401(k) Plan reported participants fell from 182 in the plan year 2023 filing to 150 in the plan year 2024 filing.
- Tenacre Foundation 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.
DOL schedule card
Filing strip 210577480 · Tenacre Foundation PY 2024 · 401(k)
Tenacre Foundation 401(k) Plan · $36M · 150 · 80th
- VS-ST $36M
- BOY 150
- SCH 80th
- EBSA 401(k)
- PART near Velocity Clinical Research 401(k) Plan
- TYPE ind #6958
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 Other Services retirement plans → · Plans in New Jersey →
Tenacre Foundation 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $2M |
| Employer EIN | 210577480 |
| Plan Effective Date | 1999-07-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tenacre Foundation)
Sponsor-wide plan assets over time
All Tenacre Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 22.35528066270876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 328 | $79M |
| 2023 | 2 | 335 | $91M |
| 2024 | 2 | 281 | $96M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Tenacre Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Velocity Clinical Research 401(k) Plan in NC ($36M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Velocity Clinical Research 401(k) Plan (NC) $36M · 1,282
- The Gratitude Pep (NY) $36M · 275
- Ajax Paving Industries of Florida, LLC 401(k) Plan (FL) $36M · 461
- Fbi Family of Companies 401(k) Retirement Plan (IN) $36M · 400
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
- Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.