401(k) · DOL Form 5500 · 2022

ATAC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
70
Participants Small participant base
87th
Percentile by assets National rank
$637,614
Avg per participant High balance/head
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Official DOL plan name: Atac Tax Sheltered Savings Plan · Sponsored by ATAC · California · Professional & Technical Services

$45M in assets, 70 participants

ATAC's Atac Tax Sheltered Savings Plan reported $45M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,963 in Professional & Technical Services (21,562 peers)

Where Atac Tax Sheltered Savings Plan sits by assets

Atac Tax Sheltered Savings Plan sits in the top quartile of all filed plans by assets, $45M for 70 participants (~$637,614/participant), down 10.4% in 2022.

#18,963
in Professional & Technical Services (21,562 peers)
-10.4%
assets change YoY
0.4×
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.

Atac Tax Sheltered Savings Plan's outsized position by total assets

Atac Tax Sheltered Savings Plan vs every filed plan by assets

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

$44,632,976 Top 13% higher than 87% 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

Atac Tax Sheltered Savings 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. Atac Tax Sheltered Savings Plan is a small filing (70 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942599967 · ATAC PY 2022 · 401(k)

Atac Tax Sheltered Savings Plan · $45M · 70 · 87th

  • TYPE $45M
  • TYPE 70
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near First Financial Corporation Employees' 401(k) Savings Plan
  • TYPE ind #18963

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 California →

Atac Tax Sheltered Savings Plan in the asset neighbourhood

Nielsen & Bainbridge, LLC Retirement Savings PlanNielsen & Bainbridge, LLC Re…$45MAtac Tax Sheltered Savings PlanAtac Tax Sheltered Savings P…$45MFirst Financial Corporation Employees' 401(k) Savings PlanFirst Financial Corporation …$45MBerg Pipe 401(k) Incentive Savings & Retirement PlanBerg Pipe 401(k) Incentive S…$45MKalmbach Feeds, Inc. 401(k) and Profit Sharing PlanKalmbach Feeds, Inc. 401(k) …$45M
End-of-year total assets ($M) among Atac Tax Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$45M
Net Income-$5M
Employer EIN942599967
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ATAC)

Sponsor-wide plan assets over time

All ATAC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 15.143655220301689% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.6M $51.4M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 70 $45M
2023 1 75 $47M
2024 1 71 $51M

Nearby 401(k) Plans in California

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

Atac Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Atac Tax Sheltered Savings Plan, Total assets ($B): 0.044632976 · Participants: 70Atac Tax Sheltered Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Atac Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Atac Tax Sheltered Savings Plan side-by-side with 3 peers →

Atac Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Financial Corporation Employees' 401(k) Savings Plan in IN ($45M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Atac Tax Sheltered Savings Plan assets move in 2022? ▼
Atac Tax Sheltered Savings Plan pulled back noticeably - down 10.4% during 2022, from $50M to $45M. Reported net income was -$5M.
How have ATAC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ATAC's sponsor-wide assets grew 15.1%, from $45M to $51M.
Where does Atac Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Atac Tax Sheltered Savings Plan ranks in the 87th 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 Atac Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Financial Corporation Employees' 401(k) Savings Plan in IN ($45M, 908 participants).
Which 401(k) plans cover a similar participant headcount to Atac Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K 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 942599967.

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.