401(k) · DOL Form 5500 · 2024

Tortoise Parent Holdco, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
76
Participants Small participant base
70th
Percentile by assets National rank
$263,185
Avg per participant High balance/head
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Official DOL plan name: Tortoise 401(k) Plan · Sponsored by Tortoise Parent Holdco, LLC · Kansas · Finance & Insurance

$20M in assets, 76 participants

Tortoise Parent Holdco, LLC's Tortoise 401(k) Plan reported $20M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,728 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Tortoise 401(k) Plan holds $20M for 76 participants - about $263,185 per participant, above the median plan by assets.

#4,728
in Finance & Insurance (8,549 peers)
-4.6%
assets change YoY

The plan reported a net loss of $954K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tortoise 401(k) Plan's outsized position by total assets

Tortoise 401(k) Plan vs every filed plan by assets

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

$20,002,045 Top 30% higher than 70% 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

Tortoise 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tortoise 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tortoise 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$954K in the plan year 2024 filing.
  • Tortoise 401(k) Plan reported participants fell from 107 in the plan year 2023 filing to 76 in the plan year 2024 filing.
  • Tortoise 401(k) Plan end-of-year assets fell from $21M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 824180414 · Tortoise Parent Holdco, LLC PY 2024 · 401(k)

Tortoise 401(k) Plan · $20M · 76 · 70th

  • EIN $20M
  • EIN 76
  • EIN 70th
  • EIN 401(k)
  • EIN near Thrive Communities 401(k) Plan
  • EIN ind #4728

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 Kansas →

Tortoise 401(k) Plan in the asset neighbourhood

Tortoise 401(k) Plan$20MThrive Communities 401(k) PlanThrive Communities 401(k) Pl…$20MNutrition, Inc. 401(k) Plan$20MCloudscale 365 Retirement PlanCloudscale 365 Retirement Pl…$20MMssc 401(k) Plan$20M
End-of-year total assets ($M) among Tortoise 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$954K
Employer EIN824180414
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tortoise Parent Holdco, LLC)

Sponsor-wide plan assets over time

All Tortoise Parent Holdco, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 4.552918611719074% vs 2023
2024 filing year
$19.5M$20M$20.5M$21M$21.5M 20232024 $21M $20M ▼ -4.6%
Year Plans Participants Total Assets
2023 1 107 $21M
2024 1 76 $20M

Nearby 401(k) Plans in Kansas

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

Tortoise 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Tortoise 401(k) Plan, Total assets ($B): 0.020002045 · Participants: 76Tortoise 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Tortoise 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Tortoise 401(k) Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is Thrive Communities 401(k) Plan in WA ($20M); by covered participants it is Maxalea, Inc. 401(k) Plan in MD (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Tortoise 401(k) Plan assets move in 2024? ▼
Tortoise 401(k) Plan edged down modestly - down 4.6% during 2024, from $21M to $20M. Reported net income was -$954K.
How have Tortoise Parent Holdco, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Tortoise Parent Holdco, LLC's sponsor-wide assets declined 4.6%, from $21M to $20M.
Which 401(k) plans are similar in size to Tortoise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thrive Communities 401(k) Plan in WA ($20M, 622 participants).
Which 401(k) plans cover a similar participant headcount to Tortoise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maxalea, Inc. 401(k) Plan in MD (76 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 824180414.

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.