401(k) · DOL Form 5500 · 2022
Ta Associates Management L.P. 401(k) Plan
Data updated 2026-08-11
- $540M
- Total assets
- 157
- Participants
- 98th
- Percentile by assets
- $3.4M
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $540M
- total plan assets (2022 EOY)
- 157
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $3.4M
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Ta Associates Profit Sharing Plan reports 157 participants - about 24% of that state average ($540M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $604M |
|---|---|
| Net Assets (End of Year) | $535M |
| Net Income | -$67M |
| Employer EIN | 043205796 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ta Associates Management L.P.)
| 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
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ta Associates Profit Sharing Plan by total assets, not by location.
- Techtronic Industries 401(k) Retirement Plan (FL) $540M · 7,629
- Safelite Group Associates' Retirement Savings Plan (OH) $540M · 15,049
- Sierra Pacific Ind Employees' Retirement Plan (CA) $540M · 4,906
- Rentokil Initial USA 401(k) Plan (PA) $541M · 8,951
Frequently Asked Questions
How did Ta Associates Profit Sharing Plan assets move in 2022? ▼
How have Ta Associates Management L.P. plan assets changed over time? ▼
Where does Ta Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Ta Associates Profit Sharing Plan
Filing takeaways
Ways to act on Ta Associates Profit Sharing Plan's numbers.
- By total assets, Ta Associates Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Ta Associates Management L.P.'s sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Finance & Insurance plans