401(k) · DOL Form 5500 · 2022

Tax Analysts 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
168
Participants Small participant base
84th
Percentile by assets National rank
$202,153
Avg per participant Above avg balance/head
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Official DOL plan name: Tax Analysts 401(k) Retirement Plan · Sponsored by Tax Analysts · Virginia · Information & Media

$34M in assets, 168 participants

Tax Analysts's Tax Analysts 401(k) Retirement Plan reported $34M in total assets and 168 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.

  • #2,258 in Information & Media (2,911 peers)

Coverage in Virginia

Tax Analysts 401(k) Retirement Plan covers 168 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $34M.

#2,258
in Information & Media (2,911 peers)
-15.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Analysts 401(k) Retirement Plan's outsized position by total assets

Tax Analysts 401(k) Retirement Plan vs every filed plan by assets

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

$33,961,658 Top 16% higher than 84% 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 Analysts 401(k) Retirement 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 Analysts 401(k) Retirement Plan sits mid-pack in the medium band (168 participants).

EBSA filing schedule strip

Filing strip 237073182 · Tax Analysts PY 2022 · 401(k)

Tax Analysts 401(k) Retirement Plan · $34M · 168 · 84th

  • VS-ST $34M
  • VS-ST 168
  • VS-ST 84th
  • VS-ST 401(k)
  • VS-ST near Jackson Heart Clinic, P.a. 401(k) Plan
  • VS-ST ind #2258

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 Information & Media retirement plans → · Plans in Virginia →

Tax Analysts 401(k) Retirement Plan in the asset neighbourhood

Tax Analysts 401(k) Retirement PlanTax Analysts 401(k) Retireme…$34MJackson Heart Clinic, P.a. 401(k) PlanJackson Heart Clinic, P.a. 4…$34MContec, Inc. 401(k) Profit Sharing PlanContec, Inc. 401(k) Profit S…$34MAdhesives Research, Inc. Deferred Savings PlanAdhesives Research, Inc. Def…$34MThomas a. Brady Sports Medicine Center P.C. 401(k) Profit Sharing PlanThomas a. Brady Sports Medic…$34M
End-of-year total assets ($M) among Tax Analysts 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$34M
Net Income-$6M
Employer EIN237073182
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tax Analysts)

Sponsor-wide plan assets over time

All Tax Analysts plans reported in each filing year

Latest sponsor-wide plan assets
$42M 24.94327573759797% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34M $42.4M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 168 $34M
2023 1 162 $39M
2024 1 173 $42M

Nearby 401(k) Plans in Virginia

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

Tax Analysts 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Tax Analysts 401(k) Retirement Plan, Total assets ($B): 0.033961658 · Participants: 168Tax Analysts 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Tax Analysts 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Tax Analysts 401(k) Retirement Plan side-by-side with 3 peers →

Tax Analysts 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Jackson Heart Clinic, P.a. 401(k) Plan in MS ($34M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Analysts 401(k) Retirement Plan assets move in 2022? ▼
Tax Analysts 401(k) Retirement Plan declined sharply - down 15.5% during 2022, from $40M to $34M. Reported net income was -$6M.
How have Tax Analysts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tax Analysts's sponsor-wide assets grew 24.9%, from $34M to $42M.
Where does Tax Analysts 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Tax Analysts 401(k) Retirement Plan ranks in the 84th 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 401(k) plans are similar in size to Tax Analysts 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Heart Clinic, P.a. 401(k) Plan in MS ($34M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Tax Analysts 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A 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 237073182.

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.