401(k) · DOL Form 5500 · 2024
Turenne & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 622
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $46,608
- Avg per participant Low balance/head
Official DOL plan name: Turenne & Associates, LLC and Affiliates 401(k) Plan · Sponsored by Turenne & Associates, LLC · Alabama · Healthcare & Social Assistance
$29M in assets, 622 participants
Turenne & Associates, LLC's Turenne & Associates, LLC and Affiliates 401(k) Plan reported $29M in total assets and 622 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,578 in Healthcare & Social Assistance (16,916 peers)
Where Turenne & Associates, LLC and Affiliates 401(k) Plan sits by assets
Turenne & Associates, LLC and Affiliates 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 622 participants (~$46,608/participant), up 12.1% in 2024.
- #13,578
- in Healthcare & Social Assistance (16,916 peers)
- +12.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Turenne & Associates, LLC and Affiliates 401(k) Plan's outsized position by total assets
Turenne & Associates, LLC and Affiliates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,990,074 Top 23% higher than 77% 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
Turenne & Associates, LLC and Affiliates 401(k) 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. Turenne & Associates, LLC and Affiliates 401(k) Plan sits mid-pack in the medium band (622 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Turenne & Associates, LLC and Affiliates 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Turenne & Associates, LLC and Affiliates 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Turenne & Associates, LLC and Affiliates 401(k) Plan reported participants fell from 671 in the plan year 2023 filing to 622 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 631285595 · Turenne & Associates, LLC PY 2024 · 401(k)
Turenne & Associates, LLC and Affiliates 401(k) Plan · $29M · 622 · 77th
- PART $29M
- PART 622
- PART 77th
- PART 401(k)
- PART near Russ, August & Kabat, LLP 401(k) Profit Sharing Plan
- PART ind #13578
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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →
Turenne & Associates, LLC and Affiliates 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 631285595 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Turenne & Associates, LLC)
Sponsor-wide plan assets over time
All Turenne & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 36.929214106251976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 579 | $21M |
| 2023 | 1 | 671 | $26M |
| 2024 | 1 | 622 | $29M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Turenne & Associates, LLC and Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Russ, August & Kabat, LLP 401(k) Profit Sharing Plan in CA ($29M); by covered participants it is Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan in CA (622 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (622 participants); asset peers above are excluded.
- Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan (CA) 622 · 0 off
- Tension Envelope Corporation 401(k) Plan (MO) 622 · 0 off
- The Hourly 401(k) Savings Plan (NH) 622 · 0 off
- Barrett Financial Group, L.L.C. 401(k) Plan (AZ) 622 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.