401(k) · DOL Form 5500 · 2024

Tpg Service Group, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
209
Participants Below avg headcount
83rd
Percentile by assets National rank
$218,244
Avg per participant Above avg balance/head
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Official DOL plan name: Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan · Sponsored by Tpg Service Group, LLC · New York · Professional & Technical Services

$46M in assets, 209 participants

Tpg Service Group, LLC's Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan reported $46M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,893 in Professional & Technical Services (20,173 peers)

Coverage in New York

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan covers 209 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $46M.

#16,893
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan's outsized position by total assets

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan vs every filed plan by assets

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

$45,613,094 Top 17% higher than 83% 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

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement 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. Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan end-of-year assets rose from $41M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan reported participants rose from 190 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 134027249 · Tpg Service Group, LLC PY 2024 · 401(k)

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan · $46M · 209 · 83rd

  • BOOK $46M
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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 York →

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan in the asset neighbourhood

Exemplis LLC 401(k) Savings PlanExemplis LLC 401(k) Savings …$46MHome Buyers Warranty 401(k) PlanHome Buyers Warranty 401(k) …$46MTpg Planning & Design, LLC Profit Sharing and 401(k) Retirement PlanTpg Planning & Design, LLC P…$46MPacific Packaging Products 401(k) Profit Sharing PlanPacific Packaging Products 4…$46MThe Maschhoffs 401(k) Plan$46M
End-of-year total assets ($M) among Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
Employer EIN134027249
Plan Effective Date1987-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tpg Service Group, LLC)

Sponsor-wide plan assets over time

All Tpg Service Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 31.120461749587143% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.8M $45.6M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 154 $35M
2023 1 190 $41M
2024 1 209 $46M

Nearby 401(k) Plans in New York

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

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan, Total assets ($B): 0.045613094 · Participants: 209Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Home Buyers Warranty 401(k) Plan in CO ($46M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan assets move in 2024?
Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan grew at a solid clip - up 11.5% during 2024, from $41M to $46M. Reported net income was $5M.
How have Tpg Service Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Tpg Service Group, LLC's sponsor-wide assets grew 31.1%, from $35M to $46M.
Where does Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan rank by assets among Form 5500 filers?
Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Home Buyers Warranty 401(k) Plan in CO ($46M, 528 participants).
Which 401(k) plans cover a similar participant headcount to Tpg Planning & Design, LLC Profit Sharing and 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K in assets).