401(k) · DOL Form 5500 · 2024

Northern Tier Counseling, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
101
Participants Small participant base
30th
Percentile by assets National rank
$20,944
Avg per participant Low balance/head
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Official DOL plan name: Northern Tier Counseling, Inc. Tax Deferred Annuity Plan · Sponsored by Northern Tier Counseling, Inc · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 101 participants

Northern Tier Counseling, Inc's Northern Tier Counseling, Inc. Tax Deferred Annuity Plan reported $2M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,795 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Northern Tier Counseling, Inc. Tax Deferred Annuity Plan covers 101 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#4,795
in Healthcare & Social Assistance (16,916 peers)
+21.9%
assets growth YoY

Northern Tier Counseling, Inc. Tax Deferred Annuity Plan among the smaller filed plans by assets

Northern Tier Counseling, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$2,115,338 30th percentile higher than 30% 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

Northern Tier Counseling, Inc. Tax Deferred Annuity 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. Northern Tier Counseling, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northern Tier Counseling, Inc. Tax Deferred Annuity Plan reported net income rose from $311K in the plan year 2023 filing to $380K in the plan year 2024 filing.
  • Northern Tier Counseling, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Northern Tier Counseling, Inc. Tax Deferred Annuity Plan reported participants fell from 107 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232735088 · Northern Tier Counseling, Inc PY 2024 · 401(k)

Northern Tier Counseling, Inc. Tax Deferred Annuity Plan · $2M · 101 · 30th

  • NET $2M
  • BOOK 101
  • VS-ST 30th
  • BOY 401(k)
  • SCH near Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan
  • EBSA ind #4795

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Northern Tier Counseling, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Northern Tier Counseling, Inc. Tax Deferred Annuity PlanNorthern Tier Counseling, In…$2MKunkel Insurance Agency, Inc. Safe Harbor 401(k) PlanKunkel Insurance Agency, Inc…$2MJ.S. Helwig & Son, LLC 401(k) PlanJ.S. Helwig & Son, LLC 401(k…$2MCenvains Retirement Plan$2MPloutus Advisors Tax Corp. Retirement PlanPloutus Advisors Tax Corp. R…$2M
End-of-year total assets ($M) among Northern Tier Counseling, Inc. Tax Deferred Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$380K
Employer EIN232735088
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Tier Counseling, Inc)

Sponsor-wide plan assets over time

All Northern Tier Counseling, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.902879387298192% vs 2023
2024 filing year
$1.6M$1.8M$2M$2.2M 20232024 $1.74M $2.12M ▲ +21.8%
Year Plans Participants Total Assets
2023 1 107 $2M
2024 1 101 $2M

Nearby 401(k) Plans in Pennsylvania

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

Northern Tier Counseling, Inc. Tax Deferred Annuity Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Northern Tier Counseling, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.002115338 · Participants: 101Northern Tier Counseling, Inc. Tax Deferred Annuity PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Northern Tier Counseling, Inc. Tax Deferred Annuity Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Northern Tier Counseling, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Northern Tier Counseling, Inc. Tax Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan in IN ($2M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Northern Tier Counseling, Inc. Tax Deferred Annuity Plan assets move in 2024? ▼
Northern Tier Counseling, Inc. Tax Deferred Annuity Plan grew sharply - up 21.9% during 2024, from $2M to $2M. Reported net income was $380K.
How have Northern Tier Counseling, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Northern Tier Counseling, Inc's sponsor-wide assets grew 21.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Northern Tier Counseling, Inc. Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan in IN ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Northern Tier Counseling, Inc. Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 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 232735088.

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.