401(k) · DOL Form 5500 · 2022

Taconic Capital Advisors L.P. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
104
Participants Small participant base
88th
Percentile by assets National rank
$481,990
Avg per participant High balance/head
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Official DOL plan name: Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan · Sponsored by Taconic Capital Advisors L.P. · New York · Finance & Insurance

$50M in assets, 104 participants

Taconic Capital Advisors L.P.'s Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan reported $50M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,487 in Finance & Insurance (9,261 peers)

Coverage in New York

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $50M.

#7,487
in Finance & Insurance (9,261 peers)
-16.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan's outsized position by total assets

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$50,126,999 Top 12% higher than 88% 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

Taconic Capital Advisors L.P. 401(k) Profit Sharing 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. Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 205826144 · Taconic Capital Advisors L.P. PY 2022 · 401(k)

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan · $50M · 104 · 88th

  • 5500 $50M
  • 5500 104
  • 5500 88th
  • 5500 401(k)
  • 5500 near Aquinas Companies 401(k)/Profit Sharing Plan
  • 5500 ind #7487

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 Finance & Insurance retirement plans → · Plans in New York →

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Taconic Capital Advisors L.P. 401(k) Profit Sharing PlanTaconic Capital Advisors L.P…$50MAquinas Companies 401(k)/Profit Sharing PlanAquinas Companies 401(k)/Pro…$50MIntrepid Potash, Inc. Employee Savings PlanIntrepid Potash, Inc. Employ…$50MGeospace Technologies Corporation Employees' 401(k) Retirement PlanGeospace Technologies Corpor…$50MOakwood Worldwide (US) LP Retirement PlanOakwood Worldwide (US) LP Re…$50M
End-of-year total assets ($M) among Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$50M
Net Income-$10M
Employer EIN205826144
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taconic Capital Advisors L.P.)

Sponsor-wide plan assets over time

All Taconic Capital Advisors L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 41.428905408839654% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.1M $70.9M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 104 $50M
2023 1 100 $60M
2024 1 90 $71M

Nearby 401(k) Plans in New York

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

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.050126999 · Participants: 104Taconic Capital Advisors L.P. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aquinas Companies 401(k)/Profit Sharing Plan in TX ($50M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan assets move in 2022? ▼
Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan declined sharply - down 16.6% during 2022, from $60M to $50M. Reported net income was -$10M.
How have Taconic Capital Advisors L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taconic Capital Advisors L.P.'s sponsor-wide assets grew 41.4%, from $50M to $71M.
Where does Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan ranks in the 88th 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 Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aquinas Companies 401(k)/Profit Sharing Plan in TX ($50M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 205826144.

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.