401(k) · DOL Form 5500 · 2024

Terry Tree Service, LLC. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
118
Participants Small participant base
48th
Percentile by assets National rank
$58,257
Avg per participant Low balance/head
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Official DOL plan name: Terry Tree Service, LLC. 401(k) Plan · Sponsored by Terry Tree Service, LLC. · New York · Construction

$7M in assets, 118 participants

Terry Tree Service, LLC.'s Terry Tree Service, LLC. 401(k) Plan reported $7M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,199 in Construction (9,039 peers)

Coverage in New York

Terry Tree Service, LLC. 401(k) Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $7M.

#4,199
in Construction (9,039 peers)
+37.9%
assets growth YoY

Terry Tree Service, LLC. 401(k) Plan's mid-pack asset rank among Construction and all filers

Terry Tree Service, LLC. 401(k) Plan vs every filed plan by assets

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

$6,874,315 48th percentile higher than 48% 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

Terry Tree Service, LLC. 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. Terry Tree Service, LLC. 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terry Tree Service, LLC. 401(k) Plan reported net income rose from $780K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Terry Tree Service, LLC. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Terry Tree Service, LLC. 401(k) Plan reported participants rose from 107 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161488524 · Terry Tree Service, LLC. PY 2024 · 401(k)

Terry Tree Service, LLC. 401(k) Plan · $7M · 118 · 48th

  • EOY $7M
  • EOY 118
  • EOY 48th
  • EOY 401(k)
  • EOY near Fairmont Federal Credit Union 401(k) Plan and Trust
  • EOY ind #4199

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 Construction retirement plans → · Plans in New York →

Terry Tree Service, LLC. 401(k) Plan in the asset neighbourhood

Specialty Orthopedic Group of Ms, LLC 401(k) PlanSpecialty Orthopedic Group o…$7MTerry Tree Service, LLC. 401(k) PlanTerry Tree Service, LLC. 401…$7MFairmont Federal Credit Union 401(k) Plan and TrustFairmont Federal Credit Unio…$7MThe Setai 401(k) Plan$7MC-L-M Community Action 403b Retirement PlanC-L-M Community Action 403b …$7M
End-of-year total assets ($M) among Terry Tree Service, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN161488524
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terry Tree Service, LLC.)

Sponsor-wide plan assets over time

All Terry Tree Service, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 63.44343901192816% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.21M $6.87M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 125 $4M
2023 1 107 $5M
2024 1 118 $7M

Nearby 401(k) Plans in New York

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

Terry Tree Service, LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Terry Tree Service, LLC. 401(k) Plan, Total assets ($B): 0.006874315 · Participants: 118Terry Tree Service, LLC. 401(k) 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
Terry Tree Service, LLC. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Terry Tree Service, LLC. 401(k) Plan side-by-side with 3 peers →

Terry Tree Service, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fairmont Federal Credit Union 401(k) Plan and Trust in WV ($7M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Terry Tree Service, LLC. 401(k) Plan assets move in 2024? ▼
Terry Tree Service, LLC. 401(k) Plan surged - up 37.9% during 2024, from $5M to $7M. Reported net income was $2M.
How have Terry Tree Service, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terry Tree Service, LLC.'s sponsor-wide assets grew 63.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Terry Tree Service, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fairmont Federal Credit Union 401(k) Plan and Trust in WV ($7M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Terry Tree Service, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 161488524.

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.