401(k) · DOL Form 5500 · 2022

Ta Operating LLC 401(k) Plan

Data updated 2026-08-11

$147M
Total assets
16,810
Participants
95th
Percentile by assets
$8,768
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$147M
total plan assets (2022 EOY)
16,810
covered participants
95th
percentile by assets (of 139,126 plans)
$8,768
avg assets per participant

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.

Where Ta Operating LLC 401(k) Savings Plan sits 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

This plan $0 $2,010,000,000 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

State
Ohio
Industry
Retail Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Ta Operating LLC 401(k) Savings Plan reports 16,810 participants - 22x that state average ($147M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$169M
Net Assets (End of Year)$147M
Net Income-$21M
Employer EIN341747077
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ta Operating LLC)

$140M$160M$180M$200M 202220232024 $147M $184M ▲ +24.5%
Total plan assets by year, all Ta Operating LLC plans on file
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.

Ta Operating LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Ta Operating LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20246810 Total assets ($B) Participants Ta Operating LLC 401…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…Marathon Petroleum T…
Ta Operating LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ta Operating LLC 401(k) Savings Plan side-by-side with 3 peers →

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ta Operating LLC 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Ta Operating LLC 401(k) Savings Plan assets move in 2022? ▼
Ta Operating LLC 401(k) Savings Plan pulled back noticeably - down 12.6% during 2022, from $169M to $147M. Reported net income was -$21M.
How have Ta Operating LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ta Operating LLC's sponsor-wide assets grew 24.5%, from $147M to $184M.
Where does Ta Operating LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Ta Operating LLC 401(k) Savings Plan ranks in the 95th 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 Operating LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan in FL ($147M, 15 participants).

Next read for Ta Operating LLC 401(k) Savings Plan

Filing takeaways

Ways to act on Ta Operating LLC 401(k) Savings Plan's numbers.

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 341747077.

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.