401(k) · DOL Form 5500 · 2024

Tocqueville Management Corp. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
75
Participants Small participant base
84th
Percentile by assets National rank
$666,687
Avg per participant High balance/head
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Official DOL plan name: Tocqueville Management Corporation Tax Deferred Savings Plan · Sponsored by Tocqueville Management Corp. · New York · Finance & Insurance

$50M in assets, 75 participants

Tocqueville Management Corp.'s Tocqueville Management Corporation Tax Deferred Savings Plan reported $50M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,448 in Finance & Insurance (8,549 peers)

Where Tocqueville Management Corporation Tax Deferred Savings Plan sits by assets

Tocqueville Management Corporation Tax Deferred Savings Plan sits in the top quartile of all filed plans by assets, $50M for 75 participants (~$666,687/participant), up 13.1% in 2024.

#6,448
in Finance & Insurance (8,549 peers)
+13.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tocqueville Management Corporation Tax Deferred Savings Plan's outsized position by total assets

Tocqueville Management Corporation Tax Deferred Savings Plan vs every filed plan by assets

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

$50,001,501 Top 16% higher than 84% 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

Tocqueville Management Corporation Tax Deferred Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tocqueville Management Corporation Tax Deferred Savings Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Tocqueville Management Corporation Tax Deferred Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $6M in the plan year 2024 filing.
  • Tocqueville Management Corporation Tax Deferred Savings Plan end-of-year assets rose from $39M in the plan year 2022 filing to $50M in the plan year 2024 filing.
  • Tocqueville Management Corporation Tax Deferred Savings Plan reported participants rose from 68 in the plan year 2022 filing to 75 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133547559 · Tocqueville Management Corp. PY 2024 · 401(k)

Tocqueville Management Corporation Tax Deferred Savings Plan · $50M · 75 · 84th

  • RANK $50M
  • RANK 75
  • RANK 84th
  • RANK 401(k)
  • RANK near Michelman, Inc. Retirement and Savings Plan
  • RANK ind #6448

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 Finance & Insurance retirement plans → · Plans in New York →

Tocqueville Management Corporation Tax Deferred Savings Plan in the asset neighbourhood

Truckpro, LLC 401(k) Plan$50MNaviga Inc. 401(k) Plan$50MTocqueville Management Corporation Tax Deferred Savings PlanTocqueville Management Corpo…$50MMichelman, Inc. Retirement and Savings PlanMichelman, Inc. Retirement a…$50MPearl Meyer 401(k) Plan$50M
End-of-year total assets ($M) among Tocqueville Management Corporation Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$50M
Net Income$6M
Employer EIN133547559
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tocqueville Management Corp.)

Sponsor-wide plan assets over time

All Tocqueville Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 28.26144901074273% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 20222024 $39M $50M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 68 $39M
2024 1 75 $50M

Nearby 401(k) Plans in New York

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

Tocqueville Management Corporation Tax Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tocqueville Management Corporation Tax Deferred Savings Plan, Total assets ($B): 0.050001501 · Participants: 75Tocqueville Management Corporation Tax Deferred 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
Tocqueville Management Corporation Tax Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tocqueville Management Corporation Tax Deferred Savings Plan side-by-side with 3 peers →

Tocqueville Management Corporation Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Michelman, Inc. Retirement and Savings Plan in OH ($50M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Tocqueville Management Corporation Tax Deferred Savings Plan assets move in 2024? ▼
Tocqueville Management Corporation Tax Deferred Savings Plan grew at a solid clip - up 13.1% during 2024, from $44M to $50M. Reported net income was $6M.
How have Tocqueville Management Corp. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Tocqueville Management Corp.'s sponsor-wide assets grew 28.3%, from $39M to $50M.
Where does Tocqueville Management Corporation Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Tocqueville Management Corporation Tax Deferred Savings Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tocqueville Management Corporation Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michelman, Inc. Retirement and Savings Plan in OH ($50M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Tocqueville Management Corporation Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M 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 133547559.

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.