401(k) · DOL Form 5500 · 2022
Tda Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 91
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $352,623
- Avg per participant High balance/head
Official DOL plan name: Tda Research, Inc. Retirement Plan · Sponsored by Tda Research, Inc. · Colorado · Professional & Technical Services
$32M in assets, 91 participants
Tda Research, Inc.'s Tda Research, Inc. Retirement Plan reported $32M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #18,175 in Professional & Technical Services (21,562 peers)
Where Tda Research, Inc. Retirement Plan sits by assets
Tda Research, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 91 participants (~$352,623/participant), down 14.4% in 2022.
- #18,175
- in Professional & Technical Services (21,562 peers)
- -14.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tda Research, Inc. Retirement Plan's outsized position by total assets
Tda Research, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,088,675 Top 16% higher than 84% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tda Research, Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tda Research, Inc. Retirement Plan is a small filing (91 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 841043375 · Tda Research, Inc. PY 2022 · 401(k)
Tda Research, Inc. Retirement Plan · $32M · 91 · 84th
- VS-ST $32M
- VS-ST 91
- VS-ST 84th
- VS-ST 401(k)
- VS-ST near Crescent Parts & Equipment Co., Inc. Employee Profit Sharing Plan
- VS-ST ind #18175
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 Professional & Technical Services retirement plans → · Plans in Colorado →
Tda Research, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$5M |
| Employer EIN | 841043375 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tda Research, Inc.)
Sponsor-wide plan assets over time
All Tda Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 38.73096972685846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $32M |
| 2023 | 1 | 113 | $39M |
| 2024 | 1 | 110 | $45M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Tda Research, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Crescent Parts & Equipment Co., Inc. Employee Profit Sharing Plan in MO ($32M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Crescent Parts & Equipment Co., Inc. Employee Profit Sharing Plan (MO) $32M · 154
- Texas Disposal Systems, Inc. 401(k) Profit Sharing Plan (TX) $32M · 1,034
- Lindblad Expeditions, Inc. 401(k) Plan (WA) $32M · 415
- Corcept 401 (K) (CA) $32M · 236
Similar participant headcount
Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.
- Mcalister Oil 401(k) Plan (KS) 91 · 0 off
- Tsa Consulting Group, Inc. Profit Sharing and Retirement Investment Plan (FL) 91 · 0 off
- Cornerstone 401(k) Retirement Plan (IN) 91 · 0 off
- Advicent 401(k) Plan (WI) 91 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.