401(k) · DOL Form 5500 · 2022
Transaction Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $27,151
- Avg per participant Low balance/head
Official DOL plan name: Transaction Associates, Inc. 401(k) Plan · Sponsored by Transaction Associates, Inc. · Massachusetts · Professional & Technical Services
$3M in assets, 117 participants
Transaction Associates, Inc.'s Transaction Associates, Inc. 401(k) Plan reported $3M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,356 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
Transaction Associates, Inc. 401(k) Plan covers 117 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.
- #8,356
- in Professional & Technical Services (21,562 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $262K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Transaction Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Transaction Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,176,698 42nd percentile higher than 42% 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
Transaction Associates, Inc. 401(k) 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. Transaction Associates, Inc. 401(k) Plan sits mid-pack in the medium band (117 participants).
EBSA filing schedule strip
Filing strip 043197981 · Transaction Associates, Inc. PY 2022 · 401(k)
Transaction Associates, Inc. 401(k) Plan · $3M · 117 · 42nd
- RANK $3M
- RANK 117
- RANK 42nd
- RANK 401(k)
- RANK near Internal Medicine & Geriatrics of Washington 401(k) Plan
- RANK ind #8356
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 Massachusetts →
Transaction Associates, Inc. 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$262K |
| Employer EIN | 043197981 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Transaction Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Internal Medicine & Geriatrics of Washington 401(k) Plan in PA ($3M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 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.