Department of Labor filing

TUCKER ARENSBERG PC

TUCKER ARENSBERG, P.C. RETIREMENT PLAN · For the plan year ended Oct 31, 2025

Public filing 2024 · received May 27, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

87filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$8,850

Reported employer contributions per active participant.

Higher than about 90% of comparable plans

#People in the filing

154

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$46 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 80% of comparable plans

↗Investment performance

Not available

Plan assets changed 5.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202487out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions90th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense80th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Oct 31, 2025, TUCKER ARENSBERG PC reported $1,362,945 in employer contributions across the plan and 154 active participants. That works out to $8,850 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy74%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 129.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 80.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context87/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,362,945
Participant contributions: $1,459,365
Other contributions: $46,927
Employer share of reported contributions: 48.3%
Beginning assets: $61,034,356
Ending assets: $64,309,586
Ending net assets: $64,309,586
Ending liabilities: $0
Total income: $11,410,596
Total expenses: $8,135,366
Administrative expenses: $10,572
Participant loans: $272,596

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,858

2023

$4,436

2024

$8,850

Plan-paid administrative expenses per participant

2022

$236

2023

$144

2024

$46

Active participants

2022

148

2023

152

2024

154

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$8,850	154	64.3M	20260527161232NAL0008372528001
2023	$4,436	152	61M	20250811095741NAL0009921536001
2022	$3,858	148	50M	20240801092412NAL0022767681001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 251425735-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 1, 1982
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2G2E2J2K3F2A

Current plan terms

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Filing ACK_ID20260527161232NAL0008372528001

Data sourceDOL Form 5500 bulk data ↗

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