401(k) · DOL Form 5500 · 2022

Tax Management Associates, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
146
Participants Small participant base
58th
Percentile by assets National rank
$49,332
Avg per participant Low balance/head
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Official DOL plan name: Tax Management Associates, Inc 401(k) Profit Sharing Plan · Sponsored by Tax Management Associates, Inc · North Carolina · Professional & Technical Services

$7M in assets, 146 participants

Tax Management Associates, Inc's Tax Management Associates, Inc 401(k) Profit Sharing Plan reported $7M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,123 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Tax Management Associates, Inc 401(k) Profit Sharing Plan covers 146 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#12,123
in Professional & Technical Services (21,562 peers)
-29.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Management Associates, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tax Management Associates, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,202,499 Top 42% higher than 58% 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

Tax Management Associates, Inc 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Management Associates, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (146 participants).

Form 5500 schedule snapshot

Filing strip 561507131 · Tax Management Associates, Inc PY 2022 · 401(k)

Tax Management Associates, Inc 401(k) Profit Sharing Plan · $7M · 146 · 58th

  • RANK $7M
  • PHOTO 146
  • IND 58th
  • EOY 401(k)
  • 5500 near Sage V Foods Employee Profit Sharing Plan
  • ASSETS ind #12123

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 North Carolina →

Tax Management Associates, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Tax Management Associates, Inc 401(k) Profit Sharing PlanTax Management Associates, I…$7MSage V Foods Employee Profit Sharing PlanSage V Foods Employee Profit…$7MWhite Distribution and Supply, Inc. 401(k) Profit Sharing PlanWhite Distribution and Suppl…$7MSureprep LLC 401(k) Profit Sharing Plan and TrustSureprep LLC 401(k) Profit S…$7MGerber Legendary Blades Union 401(k) Retirement Savings PlanGerber Legendary Blades Unio…$7M
End-of-year total assets ($M) among Tax Management Associates, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN561507131
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tax Management Associates, Inc)

Sponsor-wide plan assets over time

All Tax Management Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.872911332580536% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.2M $10.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 146 $7M
2023 2 122 $8M
2024 3 207 $10M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tax Management Associates, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Tax Management Associates, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.007202499 · Participants: 146Tax Management Associates, Inc 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Tax Management Associates, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Tax Management Associates, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tax Management Associates, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sage V Foods Employee Profit Sharing Plan in CO ($7M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Tax Management Associates, Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
Tax Management Associates, Inc 401(k) Profit Sharing Plan declined sharply - down 29.9% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Tax Management Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tax Management Associates, Inc's sponsor-wide assets grew 43.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Tax Management Associates, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sage V Foods Employee Profit Sharing Plan in CO ($7M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Tax Management Associates, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (146 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561507131.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.