401(k) · DOL Form 5500 · 2022
Tacori Enterprises 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $141,335
- Avg per participant Near avg balance/head
Official DOL plan name: Tacori Enterprises Profit Sharing Plan · Sponsored by Tacori Enterprises · California · Wholesale Trade
$8M in assets, 60 participants
Tacori Enterprises's Tacori Enterprises Profit Sharing Plan reported $8M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,618 in Wholesale Trade (6,843 peers)
2022 asset change
Tacori Enterprises Profit Sharing Plan pulled back noticeably 10.8% in 2022 ($10M → $8M) for 60 participants.
- #3,618
- in Wholesale Trade (6,843 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tacori Enterprises Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Tacori Enterprises Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,480,101 Top 38% higher than 62% 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
Tacori Enterprises Profit Sharing 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. Tacori Enterprises Profit Sharing Plan is a small filing (60 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 954599593 · Tacori Enterprises PY 2022 · 401(k)
Tacori Enterprises Profit Sharing Plan · $8M · 60 · 62nd
- IND $8M
- EOY 60
- 5500 62nd
- ASSETS 401(k)
- PCT near Universal 1 Credit Union, Inc. 401(k) Plan and Trust
- EIN ind #3618
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 Wholesale Trade retirement plans → · Plans in California →
Tacori Enterprises Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 954599593 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Tacori Enterprises Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Universal 1 Credit Union, Inc. 401(k) Plan and Trust in OH ($8M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Matson Money, Inc. Savings and Retirement Plan (OH) 60 · 0 off
- Bill Gillespie Electric, Inc. (PA) 60 · 0 off
- Visual Systems Group, Inc. 401(k) Savings Plan (VA) 60 · 0 off
- Savant Learning Systems, Inc. 401(k) Plan (TN) 60 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.