401(k) · DOL Form 5500 · 2022

Ta Realty LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
100
Participants Small participant base
86th
Percentile by assets National rank
$403,596
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ta Realty LLC 401(k) Retirement Savings Plan · Sponsored by Ta Realty LLC · Massachusetts · Real Estate

$40M in assets, 100 participants

Ta Realty LLC's Ta Realty LLC 401(k) Retirement Savings Plan reported $40M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,784 in Real Estate (5,057 peers)

Coverage in Massachusetts

Ta Realty LLC 401(k) Retirement Savings Plan covers 100 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $40M.

#4,784
in Real Estate (5,057 peers)
-18.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ta Realty LLC 401(k) Retirement Savings Plan's outsized position by total assets

Ta Realty LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$40,359,550 Top 14% higher than 86% 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

Ta Realty LLC 401(k) Retirement Savings 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. Ta Realty LLC 401(k) Retirement Savings Plan is a small filing (100 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 043341880 · Ta Realty LLC PY 2022 · 401(k)

Ta Realty LLC 401(k) Retirement Savings Plan · $40M · 100 · 86th

  • SCH $40M
  • SCH 100
  • SCH 86th
  • SCH 401(k)
  • SCH near Calportland Company Retirement Savings Plan
  • SCH ind #4784

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 →

Ta Realty LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Ta Realty LLC 401(k) Retirement Savings PlanTa Realty LLC 401(k) Retirem…$40MCalportland Company Retirement Savings PlanCalportland Company Retireme…$40MGlaziers Architectural Metal & Glassworkers Local 513, Division a, Glaziers Unit 401(k) and Supplemental Retirement PlanGlaziers Architectural Metal…$40MMcguire Bearing Company Employees' 401(k) Retirement PlanMcguire Bearing Company Empl…$40MTexas Pipe & Supply Company 401(k) PlanTexas Pipe & Supply Company …$40M
End-of-year total assets ($M) among Ta Realty LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$40M
Net Income-$9M
Employer EIN043341880
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ta Realty LLC)

Sponsor-wide plan assets over time

All Ta Realty LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62M 52.997243527244486% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.4M $61.8M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 100 $40M
2023 1 116 $50M
2024 1 127 $62M

Nearby 401(k) Plans in Massachusetts

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

Ta Realty LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Ta Realty LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.04035955 · Participants: 100Ta Realty LLC 401(k) Retirement Savings 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
Ta Realty LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ta Realty LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Ta Realty LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Calportland Company Retirement Savings Plan in CA ($40M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Ta Realty LLC 401(k) Retirement Savings Plan assets move in 2022? ▼
Ta Realty LLC 401(k) Retirement Savings Plan declined sharply - down 18.6% during 2022, from $50M to $40M. Reported net income was -$9M.
How have Ta Realty LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ta Realty LLC's sponsor-wide assets grew 53.0%, from $40M to $62M.
Where does Ta Realty LLC 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ta Realty LLC 401(k) Retirement Savings Plan ranks in the 86th 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 Ta Realty LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calportland Company Retirement Savings Plan in CA ($40M, 706 participants).
Which 401(k) plans cover a similar participant headcount to Ta Realty LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K 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 043341880.

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.