401(k) · DOL Form 5500 · 2024

Tully Rinckey PLLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
70
Participants Small participant base
52nd
Percentile by assets National rank
$118,195
Avg per participant Near avg balance/head
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Official DOL plan name: Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust · Sponsored by Tully Rinckey PLLC · New York · Professional & Technical Services

$8M in assets, 70 participants

Tully Rinckey PLLC's Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,055 in Professional & Technical Services (20,173 peers)

Tully Rinckey PLLC multi-year trail

Tully Rinckey PLLC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust at $8M / 70 participants.

#10,055
in Professional & Technical Services (20,173 peers)
+17.1%
assets growth YoY

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,273,668 Top 48% higher than 52% 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

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust reported participants rose from 65 in the plan year 2023 filing to 70 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202053454 · Tully Rinckey PLLC PY 2024 · 401(k)

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust · $8M · 70 · 52nd

  • RANK $8M
  • PHOTO 70
  • IND 52nd
  • EOY 401(k)
  • 5500 near Aisle Rocket Retirement Plan
  • ASSETS ind #10055

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 New York →

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Tully Rinckey PLLC 401(k) Profit Sharing Plan and TrustTully Rinckey PLLC 401(k) Pr…$8MAisle Rocket Retirement Plan$8MBizlink Robotic Solutions USA, Inc. 401(k) PlanBizlink Robotic Solutions US…$8MGunter Construction Co., Inc. 401(k) Safe Harbor PlanGunter Construction Co., Inc…$8MHirzel Canning Co. & Farms 401(k) Retirement Savings PlanHirzel Canning Co. & Farms 4…$8M
End-of-year total assets ($M) among Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tully Rinckey PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Tully Rinckey PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.15328429529758% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.82M $8.27M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 56 $6M
2023 1 65 $7M
2024 1 70 $8M

Tully Rinckey PLLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN202053454
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008273668 · Participants: 70Tully Rinckey PLLC 401(k) Profit Sharing Plan and TrustIBM 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
Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aisle Rocket Retirement Plan in IL ($8M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust grew sharply - up 17.1% during 2024, from $7M to $8M. Reported net income was $1M.
How have Tully Rinckey PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tully Rinckey PLLC's sponsor-wide assets grew 42.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aisle Rocket Retirement Plan in IL ($8M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 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 202053454.

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.