401(k) · DOL Form 5500 · 2024

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
35th
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 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,952 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Tortoise Market Research, Inc. 401(k) Plan holds $3M for N/A participants, in the lower half of filed plans by assets.

#1,952
in Finance & Insurance (8,549 peers)
+2.7%
assets growth YoY

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 2024 · DOL Form 5500

$3,174,603 35th percentile higher than 35% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tortoise Market Research, Inc. 401(k) Plan reported net income rose from -$311K in the plan year 2023 filing to $84K in the plan year 2024 filing.
  • Tortoise Market Research, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330832587 · Tortoise Market Research, Inc. PY 2024 · 401(k)

Tortoise Market Research, Inc. 401(k) Plan · $3M · N/A · 35th

  • TYPE $3M
  • NET N/A
  • BOOK 35th
  • VS-ST 401(k)
  • BOY near Sparky Management Co. Lllp Profit Sharing Plan and Trust
  • SCH ind #1952

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

Cerelia USA Bakery, Inc. 401(k) PlanCerelia USA Bakery, Inc. 401…$3MMarcorp Limited 401(k) Plan$3MTortoise Market Research, Inc. 401(k) PlanTortoise Market Research, In…$3MSparky Management Co. Lllp Profit Sharing Plan and TrustSparky Management Co. Lllp P…$3MIecon 401(k)$3M
End-of-year total assets ($M) among Tortoise Market Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$84K
Employer EIN330832587
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tortoise Market Research, Inc.)

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
$3M$3.1M$3.2M$3.3M$3.4M$3.5M 202220232024 $3.4M $3.17M ▼ -6.8%
Year Plans Participants Total Assets
2022 1 N/A $3M
2023 1 N/A $3M
2024 1 N/A $3M

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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tortoise Market Research, Inc. 401(k) Plan, Total assets ($B): 0.003174603 · Participants: 0Tortoise Market Research, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Tortoise Market Research, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
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 Sparky Management Co. Lllp Profit Sharing Plan and Trust in MN at $3M (this filing: $3M).

Closest by plan assets

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

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 Market Research, Inc. 401(k) Plan assets move in 2024? ▼
Tortoise Market Research, Inc. 401(k) Plan edged up modestly - up 2.7% during 2024, from $3M to $3M. Reported net income was $84K.
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 Sparky Management Co. Lllp Profit Sharing Plan and Trust in MN ($3M, 1 participant).

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 330832587.

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.