401(k) · DOL Form 5500 · 2024

The Mello Agency Inc. 401(k) Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets: 1
Participants Small participant base: 16th
Percentile by assets National rank: $414,711
Avg per participant High balance/head

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Official DOL plan name: Tmai 401(k) · Sponsored by The Mello Agency Inc. · New Hampshire · Finance & Insurance

$415K in assets, 1 participants

The Mello Agency Inc.'s Tmai 401(k) reported $415K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

#715 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Tmai 401(k) holds $415K for 1 participant - about $414,711 per participant, among the smaller plans by assets on file.

#715
in Finance & Insurance (8,549 peers): -5.9%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tmai 401(k) among the smaller filed plans by assets

Tmai 401(k) vs every filed plan by assets

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

$414,711 16th percentile higher than 16% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Tmai 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tmai 401(k) is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tmai 401(k) reported net income fell from $441K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
Tmai 401(k) end-of-year assets fell from $441K in the plan year 2023 filing to $415K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 922107702 · The Mello Agency Inc. PY 2024 · 401(k)

Tmai 401(k) · $415K · 1 · 16th

TYPE $415K
NET 1
BOOK 16th
VS-ST 401(k)
BOY near Concorde Support & Development, Inc. 401(k) Profit Sharing Plan
SCH ind #715

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 Hampshire →

End-of-year total assets ($M) among Tmai 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$441K
Net Assets (End of Year)	$415K
Net Income	-$26K
Employer EIN	922107702
Plan Effective Date	2023-02-03
Filing Status	FILING RECEIVED

Sponsor Plan History (The Mello Agency Inc.)

Latest sponsor-wide plan assets: $415K 5.946295330324541% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1	$441K
2024	1	1	$415K

Nearby 401(k) Plans in New Hampshire

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

Tmai 401(k) vs. nearby 401(k) plans in New Hampshire, assets vs. participants

C&s and Affiliates 401(k) Savings Plan (a) $671M · 11,041
Ams Osram Savings Plan $487M · 961
Albany International Corp. Prosperity Plus Savings Plan $481M · 1,909
Connection Employee 401(k) and Profit Sharing Plan $439M · 2,733
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $400M · 2,821

Compare Tmai 401(k) side-by-side with 3 peers →

Tmai 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX ($415K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($415K here).

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) $415K · 1
Exdeo Corporation 401(k) Plan (SD) $415K · 2
Globalvend 401(k) Plan (FL) $415K · 116
Bear River Industries, Inc 401(k) Plan (GA) $415K · 4

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Cardinal Engraving Inc 401(k) Plan (KS) 1 · 0 off

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 Tmai 401(k) assets move in 2024? ▼

Tmai 401(k) pulled back noticeably - down 5.9% during 2024, from $441K to $415K. Reported net income was -$26K.

How have The Mello Agency Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), The Mello Agency Inc.'s sponsor-wide assets declined 5.9%, from $441K to $415K.

Where does Tmai 401(k) rank by assets among Form 5500 filers? ▼

Tmai 401(k) ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Tmai 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX ($415K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Tmai 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, 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 922107702.