401(k) · DOL Form 5500 · 2024

Total Benefit Management, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
289
Participants Below avg headcount
60th
Percentile by assets National rank
$41,446
Avg per participant Low balance/head
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Official DOL plan name: Total Benefit Management, Inc. Retirement Savings Plan · Sponsored by Total Benefit Management, Inc. · New York · Professional & Technical Services

$12M in assets, 289 participants

Total Benefit Management, Inc.'s Total Benefit Management, Inc. Retirement Savings Plan reported $12M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,740 in Professional & Technical Services (20,173 peers)

Coverage in New York

Total Benefit Management, Inc. Retirement Savings Plan covers 289 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $12M.

#11,740
in Professional & Technical Services (20,173 peers)
+12.2%
assets growth YoY

Total Benefit Management, Inc. Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Total Benefit Management, Inc. Retirement Savings Plan vs every filed plan by assets

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

$11,977,982 Top 40% higher than 60% 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

Total Benefit Management, Inc. Retirement Savings 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. Total Benefit Management, Inc. Retirement Savings Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Total Benefit Management, Inc. Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Total Benefit Management, Inc. Retirement Savings Plan reported participants fell from 430 in the plan year 2023 filing to 289 in the plan year 2024 filing.
  • Total Benefit Management, Inc. Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141759683 · Total Benefit Management, Inc. PY 2024 · 401(k)

Total Benefit Management, Inc. Retirement Savings Plan · $12M · 289 · 60th

  • VS-ST $12M
  • BOY 289
  • SCH 60th
  • EBSA 401(k)
  • PART near IBEW Local Union No 226 Open End Defined Contribution Plan
  • TYPE ind #11740

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 →

Total Benefit Management, Inc. Retirement Savings Plan in the asset neighbourhood

Total Benefit Management, Inc. Retirement Savings PlanTotal Benefit Management, In…$12MIBEW Local Union No 226 Open End Defined Contribution PlanIBEW Local Union No 226 Open…$12MSw/Qc Employee Retirement PlanSw/Qc Employee Retirement Pl…$12MOverseas Hardwoods Company 401(k) PlanOverseas Hardwoods Company 4…$12MLawrence Screw Products, Inc. 401(k) Profit Sharing PlanLawrence Screw Products, Inc…$12M
End-of-year total assets ($M) among Total Benefit Management, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN141759683
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Total Benefit Management, Inc.)

Sponsor-wide plan assets over time

All Total Benefit Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.722962076519078% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.76M $12M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 445 $10M
2023 1 430 $11M
2024 1 289 $12M

Nearby 401(k) Plans in New York

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

Total Benefit Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Total Benefit Management, Inc. Retirement Savings Plan, Total assets ($B): 0.011977982 · Participants: 289Total Benefit Management, Inc. Retirement Savings 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
Total Benefit Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Total Benefit Management, Inc. Retirement Savings Plan side-by-side with 3 peers →

Total Benefit Management, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is IBEW Local Union No 226 Open End Defined Contribution Plan in KS ($12M); by covered participants it is The Arbor Experts 401(k) Plan in TX (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Total Benefit Management, Inc. Retirement Savings Plan assets move in 2024? ▼
Total Benefit Management, Inc. Retirement Savings Plan grew at a solid clip - up 12.2% during 2024, from $11M to $12M. Reported net income was $1M.
How have Total Benefit Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Total Benefit Management, Inc.'s sponsor-wide assets grew 22.7%, from $10M to $12M.
Which 401(k) plans are similar in size to Total Benefit Management, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is IBEW Local Union No 226 Open End Defined Contribution Plan in KS ($12M, 663 participants).
Which 401(k) plans cover a similar participant headcount to Total Benefit Management, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arbor Experts 401(k) Plan in TX (289 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 141759683.

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.