401(k) · DOL Form 5500 · 2024

Todd & Sargent, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
322
Participants Below avg headcount
72nd
Percentile by assets National rank
$68,136
Avg per participant Below avg balance/head
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Official DOL plan name: Todd & Sargent, Inc. 401(k) Profit Sharing Plan · Sponsored by Todd & Sargent, Inc. · Iowa · Construction

$22M in assets, 322 participants

Todd & Sargent, Inc.'s Todd & Sargent, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,404 in Construction (9,039 peers)

Todd & Sargent, Inc. multi-year trail

Todd & Sargent, Inc.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Todd & Sargent, Inc. 401(k) Profit Sharing Plan at $22M / 322 participants.

#6,404
in Construction (9,039 peers)
-0.2%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Todd & Sargent, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,939,784 Top 28% higher than 72% 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

Todd & Sargent, Inc. 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. Todd & Sargent, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Todd & Sargent, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to -$39K in the plan year 2024 filing.
  • Todd & Sargent, Inc. 401(k) Profit Sharing Plan reported participants rose from 238 in the plan year 2023 filing to 322 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421432171 · Todd & Sargent, Inc. PY 2024 · 401(k)

Todd & Sargent, Inc. 401(k) Profit Sharing Plan · $22M · 322 · 72nd

  • IND $22M
  • IND 322
  • IND 72nd
  • IND 401(k)
  • IND near Municipal Credit Union 401(k) Plan
  • IND ind #6404

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 Construction retirement plans → · Plans in Iowa →

Todd & Sargent, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Todd & Sargent, Inc. 401(k) Profit Sharing PlanTodd & Sargent, Inc. 401(k) …$22MMunicipal Credit Union 401(k) PlanMunicipal Credit Union 401(k…$22MK.T.G., USA Salary Employees 401(k) PlanK.T.G., USA Salary Employees…$22MStack Infrastructure Inc 401(k) PlanStack Infrastructure Inc 401…$22MPlenty 401(k) Plan$22M
End-of-year total assets ($M) among Todd & Sargent, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Todd & Sargent, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Todd & Sargent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 26.806528207679005% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $21.9M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 143 $17M
2023 1 238 $22M
2024 1 322 $22M

Todd & Sargent, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income-$39K
Employer EIN421432171
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Todd & Sargent, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.021939784 · Participants: 322Todd & Sargent, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Todd & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Todd & Sargent, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Todd & Sargent, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Municipal Credit Union 401(k) Plan in NY ($22M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Todd & Sargent, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Todd & Sargent, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.2% during 2024, from $22M to $22M. Reported net income was -$39K.
How have Todd & Sargent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Todd & Sargent, Inc.'s sponsor-wide assets grew 26.8%, from $17M to $22M.
Which 401(k) plans are similar in size to Todd & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Municipal Credit Union 401(k) Plan in NY ($22M, 457 participants).
Which 401(k) plans cover a similar participant headcount to Todd & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 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 421432171.

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.