401(k) · DOL Form 5500 · 2022

Taurus Investment Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
78
Participants Small participant base
66th
Percentile by assets National rank
$134,471
Avg per participant Near avg balance/head
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Official DOL plan name: Taurus Investment Holdings, LLC 401(k) Plan · Sponsored by Taurus Investment Holdings, LLC · Massachusetts · Real Estate

$10M in assets, 78 participants

Taurus Investment Holdings, LLC's Taurus Investment Holdings, LLC 401(k) Plan reported $10M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,096 in Real Estate (5,057 peers)

Taurus Investment Holdings, LLC multi-year trail

Taurus Investment Holdings, LLC's plans moved +50.7% in assets from 2022 to 2024; this filing shows Taurus Investment Holdings, LLC 401(k) Plan at $10M / 78 participants.

#4,096
in Real Estate (5,057 peers)
-8.5%
assets change YoY

The plan reported a net loss of $970K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taurus Investment Holdings, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Taurus Investment Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$10,488,718 Top 34% higher than 66% 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

Taurus Investment Holdings, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taurus Investment Holdings, LLC 401(k) Plan is a small filing (78 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 680528769 · Taurus Investment Holdings, LLC PY 2022 · 401(k)

Taurus Investment Holdings, LLC 401(k) Plan · $10M · 78 · 66th

  • PCT $10M
  • EIN 78
  • RANK 66th
  • PHOTO 401(k)
  • IND near Hull Property Group 401(k) Plan
  • EOY ind #4096

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 Real Estate retirement plans → · Plans in Massachusetts →

Taurus Investment Holdings, LLC 401(k) Plan in the asset neighbourhood

Taurus Investment Holdings, LLC 401(k) PlanTaurus Investment Holdings, …$10MHull Property Group 401(k) PlanHull Property Group 401(k) P…$10MPower Motive Corporation 401(k) Profit Sharing PlanPower Motive Corporation 401…$10MMbx Systems 401(k) Plan$10MThe Havana National Bank 401(k) Thrift and Savings Plan & TrustThe Havana National Bank 401…$10M
End-of-year total assets ($M) among Taurus Investment Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Taurus Investment Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Taurus Investment Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 50.712537032647845% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.5M $15.8M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 78 $10M
2023 1 102 $14M
2024 1 99 $16M

Taurus Investment Holdings, LLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$970K
Employer EIN680528769
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Taurus Investment Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Taurus Investment Holdings, LLC 401(k) Plan, Total assets ($B): 0.010488718 · Participants: 78Taurus Investment Holdings, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Taurus Investment Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Taurus Investment Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Taurus Investment Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hull Property Group 401(k) Plan in GA ($10M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Taurus Investment Holdings, LLC 401(k) Plan assets move in 2022? ▼
Taurus Investment Holdings, LLC 401(k) Plan pulled back noticeably - down 8.5% during 2022, from $11M to $10M. Reported net income was -$970K.
How have Taurus Investment Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taurus Investment Holdings, LLC's sponsor-wide assets grew 50.7%, from $10M to $16M.
Which 401(k) plans are similar in size to Taurus Investment Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hull Property Group 401(k) Plan in GA ($10M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Taurus Investment Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants, $2M 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 680528769.

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.