401(k) · DOL Form 5500 · 2022
Tortoise Market Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 43rd
- Percentile by assets National rank
Official DOL plan name: Tortoise Market Research, Inc. 401(k) Plan · Sponsored by Tortoise Market Research, Inc. · California · Finance & Insurance
$3M in assets, N/A participants
Tortoise Market Research, Inc.'s Tortoise Market Research, Inc. 401(k) Plan reported $3M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,702 in Finance & Insurance (9,261 peers)
2022 asset change
Tortoise Market Research, Inc. 401(k) Plan pulled back noticeably 14.7% in 2022 ($4M → $3M) for N/A participants.
- #2,702
- in Finance & Insurance (9,261 peers)
- -14.7%
- assets change YoY
The plan reported a net loss of $587K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tortoise Market Research, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Tortoise Market Research, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,401,271 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 330832587 · Tortoise Market Research, Inc. PY 2022 · 401(k)
Tortoise Market Research, Inc. 401(k) Plan · $3M · N/A · 43rd
- NET $3M
- NET N/A
- NET 43rd
- NET 401(k)
- NET near Faps, Inc. Union 401(k) Plan
- NET ind #2702
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 California →
Tortoise Market Research, Inc. 401(k) Plan in the asset neighbourhood
Tortoise Market Research, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Tortoise Market Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.664214642114668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | N/A | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$587K |
| Employer EIN | 330832587 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Tortoise Market Research, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside California, the nearest 401(k) by end-of-year assets is Faps, Inc. Union 401(k) Plan in NJ at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Faps, Inc. Union 401(k) Plan (NJ) $3M · 199
- Pgm of Texas Retirement Plan (TX) $3M · 226
- The Kemper House Retirement Plan (OH) $3M · 108
- Pediatric Dental Brands 401(k) Plan (AZ) $3M · 403
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.