401(k) · DOL Form 5500 · 2024

Tarbell & Brodich Professional Association 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
263
Participants Below avg headcount
42nd
Percentile by assets National rank
$19,043
Avg per participant Low balance/head
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Official DOL plan name: Tarbell & Keystone 401(k) Profit Sharing Plan · Sponsored by Tarbell & Brodich Professional Association · New Hampshire · Professional & Technical Services

$5M in assets, 263 participants

Tarbell & Brodich Professional Association's Tarbell & Keystone 401(k) Profit Sharing Plan reported $5M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,970 in Professional & Technical Services (20,173 peers)

Tarbell & Brodich Professional Association multi-year trail

Tarbell & Brodich Professional Association's plans moved +37.3% in assets from 2022 to 2024; this filing shows Tarbell & Keystone 401(k) Profit Sharing Plan at $5M / 263 participants.

#7,970
in Professional & Technical Services (20,173 peers)
+17.1%
assets growth YoY

Tarbell & Keystone 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tarbell & Keystone 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,008,245 42nd percentile higher than 42% 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

Tarbell & Keystone 401(k) Profit Sharing 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. Tarbell & Keystone 401(k) Profit Sharing Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tarbell & Keystone 401(k) Profit Sharing Plan reported participants rose from 201 in the plan year 2023 filing to 263 in the plan year 2024 filing.
  • Tarbell & Keystone 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Tarbell & Keystone 401(k) Profit Sharing Plan reported net income rose from $629K in the plan year 2023 filing to $732K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 020457363 · Tarbell & Brodich Professional Association PY 2024 · 401(k)

Tarbell & Keystone 401(k) Profit Sharing Plan · $5M · 263 · 42nd

  • BOOK $5M
  • VS-ST 263
  • BOY 42nd
  • SCH 401(k)
  • EBSA near Equine Network LLC 401(k) Plan
  • PART ind #7970

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 Hampshire →

Tarbell & Keystone 401(k) Profit Sharing Plan in the asset neighbourhood

Tarbell & Keystone 401(k) Profit Sharing PlanTarbell & Keystone 401(k) Pr…$5MEquine Network LLC 401(k) PlanEquine Network LLC 401(k) Pl…$5MSuburban Pediatrics, Ltd.Cash or Deferred Profit Sharing Plan and TrustSuburban Pediatrics, Ltd.Cas…$5MSeres Engineering 401(k) Plan$5MMidtown Obstetrics & Gynecology 401(k) PlanMidtown Obstetrics & Gynecol…$5M
End-of-year total assets ($M) among Tarbell & Keystone 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tarbell & Brodich Professional Association multi-year asset trail

Sponsor-wide plan assets over time

All Tarbell & Brodich Professional Association plans reported in each filing year

Latest sponsor-wide plan assets
$5M 37.29197158129423% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.65M $5.01M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 211 $4M
2023 1 201 $4M
2024 1 263 $5M

Tarbell & Brodich Professional Association filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$732K
Employer EIN020457363
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Tarbell & Keystone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Tarbell & Keystone 401(k) Profit Sharing Plan, Total assets ($M): 5.008245 · Participants: 263Tarbell & Keystone 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Tarbell & Keystone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Tarbell & Keystone 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tarbell & Keystone 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Equine Network LLC 401(k) Plan in NM ($5M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Tarbell & Keystone 401(k) Profit Sharing Plan assets move in 2024? ▼
Tarbell & Keystone 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2024, from $4M to $5M. Reported net income was $732K.
How have Tarbell & Brodich Professional Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarbell & Brodich Professional Association's sponsor-wide assets grew 37.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Tarbell & Keystone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equine Network LLC 401(k) Plan in NM ($5M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Tarbell & Keystone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (263 participants, $482K 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 020457363.

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.