How big is Tobin Associates, Inc.'s plan?

Tobin Associates, Inc.'s plan reported $2.5M in assets and 2 participants for 2025.

Original filing (PDF)20260330120509NAL0011615312001

Tobin Associates, Inc.

Name: Tobin Associates, Inc. — Tobin Associates, Inc., Form 5500 (2025)
Creator: Tobin Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tobin Associates, Inc. Profit Sharing Plan

401(k) retirement plan · Tobin Associates, Inc.'s Tobin Associates, Inc. Profit Sharing Plan held $2.5M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Tobin Associates, Inc.'s EIN is 22-2108028.

EIN 22-2108028

Plan number 001

Plan year 2025

ACK ID 20260330120509NAL0011615312001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tobin Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tobin Associates, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

TOBIN ASSOCIATES, INC.

EIN

all filings

Address

926 HADDON AVENUE · COLLINGSWOOD, NJ · 08108

Phone

(856) 858-8445

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator