401(k) · DOL Form 5500 · 2022

Ta Associates Management L.P. 401(k) Plan

Data updated 2026-08-25

$540M
Total assets Above avg plan size
157
Participants Small participant base
98th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Ta Associates Profit Sharing Plan · Sponsored by Ta Associates Management L.P. · Massachusetts · Finance & Insurance

$540M in assets, 157 participants

Ta Associates Management L.P.'s Ta Associates Profit Sharing Plan reported $540M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,924 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Ta Associates Profit Sharing Plan covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $540M.

#8,924
in Finance & Insurance (9,261 peers)
-10.5%
assets change YoY
5.4×
vs typical plan assets (national mean)

The plan reported a net loss of $67M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ta Associates Profit Sharing Plan's outsized position by total assets

Ta Associates Profit Sharing Plan vs every filed plan by assets

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

$540,344,211 Top 2% higher than 98% 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

Ta Associates 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. Ta Associates Profit Sharing Plan sits mid-pack in the medium band (157 participants).

DOL schedule card

Filing strip 043205796 · Ta Associates Management L.P. PY 2022 · 401(k)

Ta Associates Profit Sharing Plan · $540M · 157 · 98th

  • PHOTO $540M
  • IND 157
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Techtronic Industries 401(k) Retirement Plan
  • PCT ind #8924

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 →

Ta Associates Profit Sharing Plan in the asset neighbourhood

Rentokil Initial USA 401(k) PlanRentokil Initial USA 401(k) …$541MSierra Pacific Ind Employees' Retirement PlanSierra Pacific Ind Employees…$540MSafelite Group Associates' Retirement Savings PlanSafelite Group Associates' R…$540MTa Associates Profit Sharing PlanTa Associates Profit Sharing…$540MTechtronic Industries 401(k) Retirement PlanTechtronic Industries 401(k)…$540M
End-of-year total assets ($M) among Ta Associates Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$604M
Net Assets (End of Year)$535M
Net Income-$67M
Employer EIN043205796
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ta Associates Management L.P.)

Sponsor-wide plan assets over time

All Ta Associates Management L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$656M 21.332604227715137% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $540M $656M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 157 $540M
2023 1 192 $588M
2024 1 202 $656M

Nearby 401(k) Plans in Massachusetts

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

Ta Associates Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Ta Associates Profit Sharing Plan, Total assets ($B): 0.540344211 · Participants: 157Ta Associates Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Ta Associates Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ta Associates Profit Sharing Plan side-by-side with 3 peers →

Ta Associates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Techtronic Industries 401(k) Retirement Plan in FL ($540M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($540M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Ta Associates Profit Sharing Plan assets move in 2022? ▼
Ta Associates Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $604M to $540M. Reported net income was -$67M.
How have Ta Associates Management L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ta Associates Management L.P.'s sponsor-wide assets grew 21.3%, from $540M to $656M.
Where does Ta Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ta Associates Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ta Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Techtronic Industries 401(k) Retirement Plan in FL ($540M, 7,629 participants).
Which 401(k) plans cover a similar participant headcount to Ta Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 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 043205796.

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.