Other · DOL Form 5500 · 2024
Tockwotton Home Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $24,948
- Avg per participant Low balance/head
Official DOL plan name: Tockwotton Home Retirement Savings Plan · Sponsored by Tockwotton Home · Rhode Island · Healthcare & Social Assistance
$4M in assets, 143 participants
Tockwotton Home's Tockwotton Home Retirement Savings Plan reported $4M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,359 in Healthcare & Social Assistance (16,916 peers)
Coverage in Rhode Island
Tockwotton Home Retirement Savings Plan covers 143 participants in Rhode Island, about 10% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $4M.
- #6,359
- in Healthcare & Social Assistance (16,916 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $406K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tockwotton Home Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tockwotton Home Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,567,531 36th percentile higher than 36% 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
Tockwotton Home Retirement Savings 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. Tockwotton Home Retirement Savings Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tockwotton Home Retirement Savings Plan reported net income fell from $59K in the plan year 2023 filing to -$406K in the plan year 2024 filing.
- Tockwotton Home Retirement Savings Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Tockwotton Home Retirement Savings Plan reported participants rose from 140 in the plan year 2023 filing to 143 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 050258881 · Tockwotton Home PY 2024 · Other
Tockwotton Home Retirement Savings Plan · $4M · 143 · 36th
- RANK $4M
- PHOTO 143
- IND 36th
- EOY Other
- 5500 near Goodwill Industries Sacramento Valley & Northern Nevada 403(b) Retirement Plan
- ASSETS ind #6359
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 Rhode Island →
Tockwotton Home Retirement Savings Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$406K |
| Employer EIN | 050258881 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tockwotton Home)
Sponsor-wide plan assets over time
All Tockwotton Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.864338178191598% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $4M |
| 2023 | 1 | 140 | $4M |
| 2024 | 1 | 143 | $4M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.5B · 1,257
- Brown Health 403(b) Retirement Plan $1.3B · 9,054
- Brown University Defined Contribution Deferred Vesting Retirement Plan $974M · 6,202
- Providence College 403(b) Plan $393M · 1,046
- Roger Williams University Retirement Plan $360M · 3,017
Tockwotton Home Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Goodwill Industries Sacramento Valley & Northern Nevada 403(b) Retirement Plan in CA ($4M); by covered participants it is National Conference of Bar Examiners 403(b) Plan in WI (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Goodwill Industries Sacramento Valley & Northern Nevada 403(b) Retirement Plan (CA) $4M · 1,467
- Area Agency on Aging of Southeast Arkansas Retirement Plan (AR) $4M · 347
- Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan (FL) $4M · 141
- 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. (MA) $4M · 224
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- National Conference of Bar Examiners 403(b) Plan (WI) 143 · 0 off
- Community Action, Inc. Tax Sheltered Annuity Plan (MA) 143 · 0 off
- American Society of Hematology 403(b) Plan (DC) 143 · 0 off
- The Ranney School DC Retirement Plan (NJ) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.