401(k) · DOL Form 5500 · 2024
Sarkes Tarzian, Inc. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 239
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $157,396
- Avg per participant Above avg balance/head
Official DOL plan name: Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan · Sponsored by Sarkes Tarzian, Inc. · Indiana · Information & Media
$38M in assets, 239 participants
Sarkes Tarzian, Inc.'s Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan reported $38M in total assets and 239 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,074 in Information & Media (2,822 peers)
Coverage in Indiana
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan covers 239 participants in Indiana, about 44% of the average Indiana filer (state average ~541 per filing). Assets: $38M.
- #2,074
- in Information & Media (2,822 peers)
- +11.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan's outsized position by total assets
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,617,733 Top 19% higher than 81% 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
Sarkes Tarzian, Inc. Employees' Retirement & Investment 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. Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan sits mid-pack in the medium band (239 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan end-of-year assets rose from $34M in the plan year 2023 filing to $38M in the plan year 2024 filing.
DOL schedule card
Filing strip 350852458 · Sarkes Tarzian, Inc. PY 2024 · 401(k)
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan · $38M · 239 · 81st
- BOY $38M
- BOY 239
- BOY 81st
- BOY 401(k)
- BOY near Healthdrive Corporation 401(k) Profit Sharing Plan & Trust
- BOY ind #2074
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 Information & Media retirement plans → · Plans in Indiana →
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $4M |
| Employer EIN | 350852458 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sarkes Tarzian, Inc.)
Sponsor-wide plan assets over time
All Sarkes Tarzian, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 31.226200300226804% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 289 | $29M |
| 2023 | 1 | 239 | $34M |
| 2024 | 1 | 239 | $38M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Healthdrive Corporation 401(k) Profit Sharing Plan & Trust in MA ($38M); by covered participants it is Timber Automation, LLC 401(k) Plan in AR (239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Healthdrive Corporation 401(k) Profit Sharing Plan & Trust (MA) $38M · 557
- Con Am 401(k) Retirement Plan (CA) $38M · 1,608
- Packsize 401(k) Plan (UT) $38M · 637
- Long Island Plastic Surgical Group, P.C. 401(k) Savings Plan (NY) $38M · 265
Similar participant headcount
Nearest other-state filings by covered participants (239 participants); asset peers above are excluded.
- Timber Automation, LLC 401(k) Plan (AR) 239 · 0 off
- Northwest Tire, Inc. 401(k) Profit Sharing Plan (ND) 239 · 0 off
- Northrop Grumman Federal Credit Union 401(k) Plan (CA) 239 · 0 off
- Jolly Roofing 401(k) Plan (TN) 239 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.