401(k) · DOL Form 5500 · 2022
Ta Operating LLC 401(k) Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 16,810
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $8,768
- Avg per participant Low balance/head
Official DOL plan name: Ta Operating LLC 401(k) Savings Plan · Sponsored by Ta Operating LLC · Ohio · Retail Trade
$147M in assets, 16,810 participants
Ta Operating LLC's Ta Operating LLC 401(k) Savings Plan reported $147M in total assets and 16,810 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,233 in Retail Trade (9,519 peers)
Coverage in Ohio
Ta Operating LLC 401(k) Savings Plan covers 16,810 participants in Ohio, 22x the typical Ohio plan (state average ~765 per filing). Assets: $147M.
- #9,233
- in Retail Trade (9,519 peers)
- -12.6%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ta Operating LLC 401(k) Savings Plan's outsized position by total assets
Ta Operating LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$147,397,153 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ta Operating LLC 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ta Operating LLC 401(k) Savings Plan is a mega filing (16,810 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 341747077 · Ta Operating LLC PY 2022 · 401(k)
Ta Operating LLC 401(k) Savings Plan · $147M · 16,810 · 95th
- ASSETS $147M
- ASSETS 16,810
- ASSETS 95th
- ASSETS 401(k)
- ASSETS near Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan
- ASSETS ind #9233
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 Retail Trade retirement plans → · Plans in Ohio →
Ta Operating LLC 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $169M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | -$21M |
| Employer EIN | 341747077 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ta Operating LLC)
Sponsor-wide plan assets over time
All Ta Operating LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 24.52455374087178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16,810 | $147M |
| 2023 | 1 | 17,241 | $170M |
| 2024 | 1 | 17,424 | $184M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Scale composition for Ta Operating LLC 401(k) Savings Plan
Ta Operating LLC 401(k) Savings Plan reports $147M in end-of-year assets across 16,810 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $8,768 per participant (6% of the national average assets-per-participant) . Net income for plan year 2022 was -$21M.
This plan identity (EIN 341747077, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $147M to $184M (+24.5%) while covered participants moved from 16,810 to 17,424 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,810 | $147M | This page |
| 2023 | 17,241 | $170M | Open filing |
| 2024 · index core | 17,424 | $184M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ta Operating LLC 401(k) Savings Plan (401(k), $184M, 17,424 participants)
Ta Operating LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan in FL ($147M); by covered participants it is Urban Outfitters, Inc. 401(k) Savings Plan in PA (16,795 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
- Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan (FL) $147M · 15
- Employer Flexible 401(k) Plan (TX) $147M · 7,573
- Clear Channel Outdoor Holdings 401(k)Savings Plan (TX) $147M · 1,416
- Debevoise & Plimpton LLP Cash or Deferred Plan for Associates and Counsel (NY) $148M · 429
Similar participant headcount
Nearest other-state filings by covered participants (16,810 participants); asset peers above are excluded.
- Urban Outfitters, Inc. 401(k) Savings Plan (PA) 16,795 · 15 off
- Skywest, Inc. Employees' Retirement Plan (UT) 16,878 · 68 off
- Amn Healthcare 401(k) Retirement Savings Plan (CA) 16,735 · 75 off
- Spartannash Company Savings Plus Plan (MI) 16,734 · 76 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.