401(k) · DOL Form 5500 · 2023

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: 36th
Percentile by assets National rank

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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 2023 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.

#2,223 in Finance & Insurance (8,869 peers)

2023 asset change

Tortoise Market Research, Inc. 401(k) Plan pulled back noticeably 9.1% in 2023 ($3M → $3M) for N/A participants.

#2,223
in Finance & Insurance (8,869 peers): -9.1%
assets change YoY

The plan reported a net loss of $311K 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 2023 · DOL Form 5500

$3,090,424 36th percentile higher than 36% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Tortoise Market Research, Inc. 401(k) Plan reported net income rose from -$587K in the plan year 2022 filing to -$311K in the plan year 2023 filing.
Tortoise Market Research, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330832587 · Tortoise Market Research, Inc. PY 2023 · 401(k)

Tortoise Market Research, Inc. 401(k) Plan · $3M · N/A · 36th

TYPE $3M
NET N/A
BOOK 36th
VS-ST 401(k)
BOY near Arkansas Provider Coalition 401(k) Plan
SCH ind #2223

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 →

End-of-year total assets ($M) among Tortoise Market Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tortoise Market Research, Inc. years around the 2023 move

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

2023 asset-move particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$311K
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.

Tortoise Market Research, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Tortoise Market Research, Inc. 401(k) Plan side-by-side with 3 peers →

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 Arkansas Provider Coalition 401(k) Plan in AR at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Arkansas Provider Coalition 401(k) Plan (AR) $3M · 389
Southeast Property Management, Inc. 401(k) Plan (FL) $3M · 3
Cranberry Lake Associates LLC Retirement Savings Plan (TX) $3M · 25
Electrical General Corporation 401(k) Profit Sharing Plan and Trust (MD) $3M · 24

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tortoise Market Research, Inc. 401(k) Plan assets move in 2023? ▼

Tortoise Market Research, Inc. 401(k) Plan pulled back noticeably - down 9.1% during 2023, from $3M to $3M. Reported net income was -$311K.

How have Tortoise Market Research, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tortoise Market Research, Inc.'s sponsor-wide assets declined 6.7%, from $3M to $3M.

Which 401(k) plans are similar in size to Tortoise Market Research, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Arkansas Provider Coalition 401(k) Plan in AR ($3M, 389 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330832587.