401(k) · DOL Form 5500 · 2024

Joseph Tavone Incorporated 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
27
Participants Small participant base
27th
Percentile by assets National rank
$55,328
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Joseph Tavone Retirement Plan · Sponsored by Joseph Tavone Incorporated · Rhode Island · Construction

$1M in assets, 27 participants

Joseph Tavone Incorporated's Joseph Tavone Retirement Plan reported $1M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,266 in Construction (9,039 peers)

2024 asset change

Joseph Tavone Retirement Plan grew sharply 21.1% in 2024 ($1M → $1M) for 27 participants.

#2,266
in Construction (9,039 peers)
+21.1%
assets growth YoY

Joseph Tavone Retirement Plan among the smaller filed plans by assets

Joseph Tavone Retirement Plan vs every filed plan by assets

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

$1,493,860 27th percentile higher than 27% 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

Joseph Tavone Retirement 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. Joseph Tavone Retirement Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 050311926 · Joseph Tavone Incorporated PY 2024 · 401(k)

Joseph Tavone Retirement Plan · $1M · 27 · 27th

  • EOY $1M
  • EOY 27
  • EOY 27th
  • EOY 401(k)
  • EOY near Jars Holdings LLC 401(k) Plan
  • EOY ind #2266

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 Rhode Island →

Joseph Tavone Retirement Plan in the asset neighbourhood

Joseph Tavone Retirement Plan$1MJars Holdings LLC 401(k) Plan$1MSii Holdings, Inc. 401(k) PlanSii Holdings, Inc. 401(k) Pl…$1MNeon Blue Development, Inc 401(k) Profit Sharing PlanNeon Blue Development, Inc 4…$1MEdwards Faust & Smith 401(k) Profit Sharing Plan & TrustEdwards Faust & Smith 401(k)…$1M
End-of-year total assets ($M) among Joseph Tavone Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$261K
Employer EIN050311926
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Joseph Tavone Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Joseph Tavone Retirement Plan, Total assets ($B): 0.00149386 · Participants: 27Joseph Tavone Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Joseph Tavone Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Joseph Tavone Retirement Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest 401(k) by assets is Jars Holdings LLC 401(k) Plan in MI ($1M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Joseph Tavone Retirement Plan assets move in 2024? ▼
Joseph Tavone Retirement Plan grew sharply - up 21.1% during 2024, from $1M to $1M. Reported net income was $261K.
Which 401(k) plans are similar in size to Joseph Tavone Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jars Holdings LLC 401(k) Plan in MI ($1M, 536 participants).
Which 401(k) plans cover a similar participant headcount to Joseph Tavone Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants, $890K 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 050311926.

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.