Profit Sharing · DOL Form 5500 · 2022

Tac Partners Inc Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
14
Participants Small participant base
80th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Tac Partners Inc Profit Sharing Plan and Trust · Sponsored by Tac Partners Inc · Massachusetts · Finance & Insurance

$24M in assets, 14 participants

Tac Partners Inc's Tac Partners Inc Profit Sharing Plan and Trust reported $24M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,231 in Finance & Insurance (9,261 peers)

Where Tac Partners Inc Profit Sharing Plan and Trust sits by assets

Tac Partners Inc Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 14 participants (~$1.7M/participant), down 7.5% in 2022.

#6,231
in Finance & Insurance (9,261 peers)
-7.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tac Partners Inc Profit Sharing Plan and Trust's outsized position by total assets

Tac Partners Inc Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,563,754 Top 20% higher than 80% of 139,123 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 2022

Tac Partners Inc Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tac Partners Inc Profit Sharing Plan and Trust is a small filing (14 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043027488 · Tac Partners Inc PY 2022 · Profit Sharing

Tac Partners Inc Profit Sharing Plan and Trust · $24M · 14 · 80th

  • BOOK $24M
  • BOOK 14
  • BOOK 80th
  • BOOK Profit Sharing
  • BOOK near Haley Automotive Group Profit Sharing Plan
  • BOOK ind #6231

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 Massachusetts →

Tac Partners Inc Profit Sharing Plan and Trust in the asset neighbourhood

Snf Holding Company Retirement Savings PlanSnf Holding Company Retireme…$24MAsbestos Workers L 24 Def Contrib Pen PlanAsbestos Workers L 24 Def Co…$24MHaley Automotive Group Profit Sharing PlanHaley Automotive Group Profi…$24MTac Partners Inc Profit Sharing Plan and TrustTac Partners Inc Profit Shar…$24MPapercone Corporation Profit Sharing PlanPapercone Corporation Profit…$24M
End-of-year total assets ($M) among Tac Partners Inc Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN043027488
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tac Partners Inc)

Sponsor-wide plan assets over time

All Tac Partners Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 13.45929430429464% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $23.6M $20.4M ▼ -13.5%
Year Plans Participants Total Assets
2022 1 14 $24M
2023 1 15 $18M
2024 1 14 $20M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tac Partners Inc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Tac Partners Inc Profit Sharing Plan and Trust, Total assets ($B): 0.023563754 · Participants: 14Tac Partners Inc Profit Sharing Plan and TrustConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Tac Partners Inc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Tac Partners Inc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Haley Automotive Group Profit Sharing Plan in VA ($24M); by covered participants it is Pahl Farms Profit Sharing in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tac Partners Inc Profit Sharing Plan and Trust assets move in 2022? ▼
Tac Partners Inc Profit Sharing Plan and Trust pulled back noticeably - down 7.5% during 2022, from $25M to $24M. Reported net income was -$2M.
How have Tac Partners Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tac Partners Inc's sponsor-wide assets declined 13.5%, from $24M to $20M.
Where does Tac Partners Inc Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Tac Partners Inc Profit Sharing Plan and Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Tac Partners Inc Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Haley Automotive Group Profit Sharing Plan in VA ($24M, 593 participants).
Which Profit Sharing plans cover a similar participant headcount to Tac Partners Inc Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pahl Farms Profit Sharing in ID (14 participants, N/A in assets).