401(k) · DOL Form 5500 · 2022

Tait, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
494
Participants Below avg headcount
87th
Percentile by assets National rank
$87,206
Avg per participant Below avg balance/head
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Official DOL plan name: Tait 401(k) Plan · Sponsored by Tait, LLC · Pennsylvania · Transportation & Warehousing

$43M in assets, 494 participants

Tait, LLC's Tait 401(k) Plan reported $43M in total assets and 494 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,320 in Transportation & Warehousing (3,876 peers)

Where Tait 401(k) Plan sits by assets

Tait 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 494 participants (~$87,206/participant), up 19.8% in 2022.

#3,320
in Transportation & Warehousing (3,876 peers)
+19.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tait 401(k) Plan's outsized position by total assets

Tait 401(k) Plan vs every filed plan by assets

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

$43,079,819 Top 13% higher than 87% 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

Tait 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. Tait 401(k) Plan sits mid-pack in the medium band (494 participants).

Plan-year Form 5500 strip

Filing strip 834051704 · Tait, LLC PY 2022 · 401(k)

Tait 401(k) Plan · $43M · 494 · 87th

  • IND $43M
  • IND 494
  • IND 87th
  • IND 401(k)
  • IND near Hurco Companies Inc. 401(k) Retirement Plan
  • IND ind #3320

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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

Tait 401(k) Plan in the asset neighbourhood

Neff Group Distributors, Inc. Retirement PlanNeff Group Distributors, Inc…$43MSummit Dental Consulting 401(k) Profit Sharing PlanSummit Dental Consulting 401…$43MTait 401(k) Plan$43MHurco Companies Inc. 401(k) Retirement PlanHurco Companies Inc. 401(k) …$43MPrinceton Medical Group, P.a. Employees' Profit Sharing and Salary Reduction PlanPrinceton Medical Group, P.a…$43M
End-of-year total assets ($M) among Tait 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income-$3M
Employer EIN834051704
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tait, LLC)

Sponsor-wide plan assets over time

All Tait, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 73.86565389237127% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $43.1M $74.9M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 494 $43M
2023 1 814 $59M
2024 1 934 $75M

Nearby 401(k) Plans in Pennsylvania

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

Tait 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Tait 401(k) Plan, Total assets ($B): 0.043079819 · Participants: 494Tait 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Tait 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Tait 401(k) Plan side-by-side with 3 peers →

Tait 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hurco Companies Inc. 401(k) Retirement Plan in IN ($43M); by covered participants it is Ahtna 401(k) Plan in AK (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Tait 401(k) Plan assets move in 2022? ▼
Tait 401(k) Plan grew sharply - up 19.8% during 2022, from $36M to $43M. Reported net income was -$3M.
How have Tait, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tait, LLC's sponsor-wide assets grew 73.9%, from $43M to $75M.
Where does Tait 401(k) Plan rank by assets among Form 5500 filers? ▼
Tait 401(k) Plan ranks in the 87th 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 Tait 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hurco Companies Inc. 401(k) Retirement Plan in IN ($43M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Tait 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahtna 401(k) Plan in AK (494 participants, $42M 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 834051704.

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.