401(k) · DOL Form 5500 · 2022

Tait & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
187
Participants Below avg headcount
77th
Percentile by assets National rank
$107,784
Avg per participant Below avg balance/head
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Official DOL plan name: Tait & Associates, Inc. 401(k) Savings Plan · Sponsored by Tait & Associates, Inc. · California · Professional & Technical Services

$20M in assets, 187 participants

Tait & Associates, Inc.'s Tait & Associates, Inc. 401(k) Savings Plan reported $20M in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,739 in Professional & Technical Services (21,562 peers)

Coverage in California

Tait & Associates, Inc. 401(k) Savings Plan covers 187 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $20M.

#16,739
in Professional & Technical Services (21,562 peers)
-15.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tait & Associates, Inc. 401(k) Savings Plan's outsized position by total assets

Tait & Associates, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$20,155,571 Top 23% higher than 77% 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

Tait & Associates, Inc. 401(k) 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. Tait & Associates, Inc. 401(k) Savings Plan sits mid-pack in the medium band (187 participants).

DOL schedule card

Filing strip 952395818 · Tait & Associates, Inc. PY 2022 · 401(k)

Tait & Associates, Inc. 401(k) Savings Plan · $20M · 187 · 77th

  • EOY $20M
  • EOY 187
  • EOY 77th
  • EOY 401(k)
  • EOY near Sms Assist, L.L.C. 401(k) Plan
  • EOY ind #16739

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 →

Tait & Associates, Inc. 401(k) Savings Plan in the asset neighbourhood

Tait & Associates, Inc. 401(k) Savings PlanTait & Associates, Inc. 401(…$20MStant Corporation 401(k) Plan$20MBha/Wes 401(k) Plan$20MSms Assist, L.L.C. 401(k) PlanSms Assist, L.L.C. 401(k) Pl…$20MHolstein Association USA, Inc. Retirement Savings PlanHolstein Association USA, In…$20M
End-of-year total assets ($M) among Tait & Associates, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$4M
Employer EIN952395818
Plan Effective Date1977-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tait & Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$26M 30.805150595832785% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.4M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 187 $20M
2023 1 99 $24M
2024 1 181 $26M

Nearby 401(k) Plans in California

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

Tait & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tait & Associates, Inc. 401(k) Savings Plan, Total assets ($B): 0.020155571 · Participants: 187Tait & Associates, Inc. 401(k) 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
Tait & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tait & Associates, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Tait & Associates, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sms Assist, L.L.C. 401(k) Plan in IL ($20M); by covered participants it is Nappi Distributors, Inc. 401(k) Plan in ME (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Tait & Associates, Inc. 401(k) Savings Plan assets move in 2022? ▼
Tait & Associates, Inc. 401(k) Savings Plan declined sharply - down 15.1% during 2022, from $24M to $20M. Reported net income was -$4M.
How have Tait & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tait & Associates, Inc.'s sponsor-wide assets grew 30.8%, from $20M to $26M.
Where does Tait & Associates, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Tait & Associates, Inc. 401(k) Savings Plan ranks in the 77th 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 Tait & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sms Assist, L.L.C. 401(k) Plan in IL ($20M, 828 participants).
Which 401(k) plans cover a similar participant headcount to Tait & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nappi Distributors, Inc. 401(k) Plan in ME (187 participants, $14M 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 952395818.

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.