401(k) · DOL Form 5500 · 2022

Tourgee & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
251
Participants Below avg headcount
78th
Percentile by assets National rank
$85,168
Avg per participant Below avg balance/head
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Official DOL plan name: Tai Retirement Savings Plan · Sponsored by Tourgee & Associates, Inc. · Maryland · Professional & Technical Services

$21M in assets, 251 participants

Tourgee & Associates, Inc.'s Tai Retirement Savings Plan reported $21M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,940 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Tai Retirement Savings Plan covers 251 participants in Maryland, about 27% of the average Maryland filer (state average ~929 per filing). Assets: $21M.

#16,940
in Professional & Technical Services (21,562 peers)
-9.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tai Retirement Savings Plan's outsized position by total assets

Tai Retirement Savings Plan vs every filed plan by assets

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

$21,377,164 Top 22% higher than 78% 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

Tai Retirement Savings 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. Tai Retirement Savings Plan sits mid-pack in the medium band (251 participants).

Form 5500 schedule snapshot

Filing strip 521627382 · Tourgee & Associates, Inc. PY 2022 · 401(k)

Tai Retirement Savings Plan · $21M · 251 · 78th

  • SCH $21M
  • SCH 251
  • SCH 78th
  • SCH 401(k)
  • SCH near Androscoggin Savings Bank Thrift 401(k) Retirement Plan
  • SCH ind #16940

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 Maryland →

Tai Retirement Savings Plan in the asset neighbourhood

Tai Retirement Savings Plan$21MAndroscoggin Savings Bank Thrift 401(k) Retirement PlanAndroscoggin Savings Bank Th…$21MFord Audio-Video Systems, LLC 401(k) Retirement PlanFord Audio-Video Systems, LL…$21MDreambox Learning 401(k) Plan$21MVisiting Physicians Association 401(k) PlanVisiting Physicians Associat…$21M
End-of-year total assets ($M) among Tai Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$2M
Employer EIN521627382
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tourgee & Associates, Inc.)

Sponsor-wide plan assets over time

All Tourgee & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 55.15054756561722% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.4M $33.2M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 251 $21M
2023 1 269 $28M
2024 1 287 $33M

Nearby 401(k) Plans in Maryland

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

Tai Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Tai Retirement Savings Plan, Total assets ($B): 0.021377164 · Participants: 251Tai Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Tai Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Tai Retirement Savings Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Androscoggin Savings Bank Thrift 401(k) Retirement Plan in ME ($21M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Tai Retirement Savings Plan assets move in 2022? ▼
Tai Retirement Savings Plan pulled back noticeably - down 9.2% during 2022, from $24M to $21M. Reported net income was -$2M.
How have Tourgee & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tourgee & Associates, Inc.'s sponsor-wide assets grew 55.2%, from $21M to $33M.
Where does Tai Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Tai Retirement Savings Plan ranks in the 78th 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 Tai Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Androscoggin Savings Bank Thrift 401(k) Retirement Plan in ME ($21M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Tai Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 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 521627382.

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.