Profit Sharing · DOL Form 5500 · 2022

Tacenergy, LLC Profit Sharing Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
148
Participants Small participant base
88th
Percentile by assets National rank
$338,053
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tac Retirement Plan · Sponsored by Tacenergy, LLC · Texas · Wholesale Trade

$50M in assets, 148 participants

Tacenergy, LLC's Tac Retirement Plan reported $50M in total assets and 148 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.

  • #6,101 in Wholesale Trade (6,843 peers)

Coverage in Texas

Tac Retirement Plan covers 148 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $50M.

#6,101
in Wholesale Trade (6,843 peers)
+1.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tac Retirement Plan's outsized position by total assets

Tac Retirement Plan vs every filed plan by assets

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

$50,031,859 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

Tac Retirement 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. Tac Retirement Plan sits mid-pack in the medium band (148 participants).

DOL schedule card

Filing strip 874665900 · Tacenergy, LLC PY 2022 · Profit Sharing

Tac Retirement Plan · $50M · 148 · 88th

  • EOY $50M
  • 5500 148
  • ASSETS 88th
  • PCT Profit Sharing
  • EIN near Hamamatsu Corporation Profit Sharing Plan
  • RANK ind #6101

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 Wholesale Trade retirement plans → · Plans in Texas →

Tac Retirement Plan in the asset neighbourhood

Schnuck Markets, Inc. Profit Sharing PlanSchnuck Markets, Inc. Profit…$50MHamamatsu Corporation Profit Sharing PlanHamamatsu Corporation Profit…$50MTac Retirement Plan$50MWilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution PlanWilson, Elser, Moskowitz, Ed…$49MNorthern California Tile Industry Defined Contribution PlanNorthern California Tile Ind…$49M
End-of-year total assets ($M) among Tac Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$50M
Net Income$1M
Employer EIN874665900
Plan Effective Date1969-09-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Tacenergy, LLC)

Sponsor-wide plan assets over time

All Tacenergy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 20.407346846736196% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50M $60.2M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 148 $50M
2023 1 343 $57M
2024 1 156 $60M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tac Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Tac Retirement Plan, Total assets ($B): 0.050031859 · Participants: 148Tac Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Tac Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Tac Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Hamamatsu Corporation Profit Sharing Plan in NJ ($50M); by covered participants it is Eskridge Auto Group Profit Sharing Plan in OK (148 participants). Same-state nearby plans are listed separately above.

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 Tac Retirement Plan assets move in 2022?
Tac Retirement Plan edged up modestly - up 1.9% during 2022, from $49M to $50M. Reported net income was $1M.
How have Tacenergy, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Tacenergy, LLC's sponsor-wide assets grew 20.4%, from $50M to $60M.
Where does Tac Retirement Plan rank by assets among Form 5500 filers?
Tac Retirement 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 Profit Sharing plans are similar in size to Tac Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Hamamatsu Corporation Profit Sharing Plan in NJ ($50M, 229 participants).
Which Profit Sharing plans cover a similar participant headcount to Tac Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Eskridge Auto Group Profit Sharing Plan in OK (148 participants, $22M in assets).