Retirement plan

T. P. SAMPSON COMPANY, INC. 401(K) PLAN AND TRUST

Name: T. P. SAMPSON COMPANY, INC. - T. P. SAMPSON COMPANY, INC. 401(K) PLAN AND TRUST (2025) Form 5500
Creator: T. P. SAMPSON COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, T. P. SAMPSON COMPANY, INC. 401(K) PLAN AND TRUST, T. P. SAMPSON COMPANY, INC.

T. P. SAMPSON COMPANY, INC.EIN 04-1805360Plan #001PY 2025

21 TINKHAM ROAD - SPRINGFIELD, MA 01129413-782-5226sampsonsfuneral.comLinkedIn1-10 employees

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+10.8% from 2024

Total participants

0.0% from 2024

Average account balance

$314,173

+10.8% from 2024

Annual return

8.21%

-21.70 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.14M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$314K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$39

$4 / participant

Other / not subdivided$39100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$314,173

$157,829+99.1%

$136,867+129.5%

$198,609+58.2%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

8.21%

51.25%-43.0pp

42.97%-34.8pp

202.70%-194.5pp

Employer contribution / active EE

$2,593

$3,923-33.9%

$3,547-26.9%

$5,055-48.7%

Participant deferral / active EE

$4,712

$5,463-13.7%

$4,924-4.3%

$6,977-32.5%

Admin fee / account holder

$11,107-100.0%

$10,340-100.0%

$19,030-100.0%

T. P. SAMPSON COMPANY, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

T. P. SAMPSON COMPANY, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion