401(k) · DOL Form 5500 · 2024

Tomlinson & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
152
Participants Small participant base
36th
Percentile by assets National rank
$22,305
Avg per participant Low balance/head
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Official DOL plan name: Tomlinson & Associates, Inc. Retirement Plan · Sponsored by Tomlinson & Associates, Inc. · Idaho · Real Estate

$3M in assets, 152 participants

Tomlinson & Associates, Inc.'s Tomlinson & Associates, Inc. Retirement Plan reported $3M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,558 in Real Estate (4,605 peers)

Coverage in Idaho

Tomlinson & Associates, Inc. Retirement Plan covers 152 participants in Idaho, about 44% of the average Idaho filer (state average ~347 per filing). Assets: $3M.

#2,558
in Real Estate (4,605 peers)
+7.0%
assets growth YoY

Tomlinson & Associates, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Tomlinson & Associates, Inc. Retirement Plan vs every filed plan by assets

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

$3,390,317 36th percentile higher than 36% 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

Tomlinson & Associates, Inc. Retirement 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. Tomlinson & Associates, Inc. Retirement Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tomlinson & Associates, Inc. Retirement Plan reported net income fell from $482K in the plan year 2023 filing to $220K in the plan year 2024 filing.
  • Tomlinson & Associates, Inc. Retirement Plan reported participants rose from 139 in the plan year 2023 filing to 152 in the plan year 2024 filing.
  • Tomlinson & Associates, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 820334213 · Tomlinson & Associates, Inc. PY 2024 · 401(k)

Tomlinson & Associates, Inc. Retirement Plan · $3M · 152 · 36th

  • PCT $3M
  • PCT 152
  • PCT 36th
  • PCT 401(k)
  • PCT near American Truck Business Services, L.L.C. Retirement Plan
  • PCT ind #2558

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 Real Estate retirement plans → · Plans in Idaho →

Tomlinson & Associates, Inc. Retirement Plan in the asset neighbourhood

Tomlinson & Associates, Inc. Retirement PlanTomlinson & Associates, Inc.…$3MAmerican Truck Business Services, L.L.C. Retirement PlanAmerican Truck Business Serv…$3MMckay Conant Hoover, Inc. Profit Sharing Plan and TrustMckay Conant Hoover, Inc. Pr…$3MPresbyterian Christian School, Inc. 401(k) PlanPresbyterian Christian Schoo…$3MThe Ghk Company Savings Incentive PlanThe Ghk Company Savings Ince…$3M
End-of-year total assets ($M) among Tomlinson & Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$220K
Employer EIN820334213
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tomlinson & Associates, Inc.)

Sponsor-wide plan assets over time

All Tomlinson & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.117917783270066% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.69M $3.39M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 151 $3M
2023 1 139 $3M
2024 1 152 $3M

Nearby 401(k) Plans in Idaho

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

Tomlinson & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Tomlinson & Associates, Inc. Retirement Plan, Total assets ($B): 0.003390317 · Participants: 152Tomlinson & Associates, Inc. Retirement PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Tomlinson & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Tomlinson & Associates, Inc. Retirement Plan side-by-side with 3 peers →

Tomlinson & Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is American Truck Business Services, L.L.C. Retirement Plan in CO ($3M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Tomlinson & Associates, Inc. Retirement Plan assets move in 2024? ▼
Tomlinson & Associates, Inc. Retirement Plan grew at a solid clip - up 7.0% during 2024, from $3M to $3M. Reported net income was $220K.
How have Tomlinson & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tomlinson & Associates, Inc.'s sponsor-wide assets grew 26.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Tomlinson & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Truck Business Services, L.L.C. Retirement Plan in CO ($3M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Tomlinson & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 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 820334213.

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.