401(k) · DOL Form 5500 · 2023

Tda Research, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
113
Participants Small participant base
83rd
Percentile by assets National rank
$344,604
Avg per participant High balance/head
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Official DOL plan name: Tda Research, Inc. Retirement Plan · Sponsored by Tda Research, Inc. · Colorado · Professional & Technical Services

$39M in assets, 113 participants

Tda Research, Inc.'s Tda Research, Inc. Retirement Plan reported $39M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,953 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Tda Research, Inc. Retirement Plan covers 113 participants in Colorado, about 30% of the average Colorado filer (state average ~376 per filing). Assets: $39M.

#16,953
in Professional & Technical Services (20,321 peers)
+21.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tda Research, Inc. Retirement Plan's outsized position by total assets

Tda Research, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,940,200 Top 17% higher than 83% of 127,068 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 2023

Tda Research, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tda Research, Inc. Retirement Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tda Research, Inc. Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tda Research, Inc. Retirement Plan reported participants rose from 91 in the plan year 2022 filing to 113 in the plan year 2023 filing.
  • Tda Research, Inc. Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841043375 · Tda Research, Inc. PY 2023 · 401(k)

Tda Research, Inc. Retirement Plan · $39M · 113 · 83rd

  • TYPE $39M
  • NET 113
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan
  • SCH ind #16953

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Tda Research, Inc. Retirement Plan in the asset neighbourhood

Tda Research, Inc. Retirement PlanTda Research, Inc. Retiremen…$39MS.W. Rodgers Co., Inc. 401(k)/Profit Sharing PlanS.W. Rodgers Co., Inc. 401(k…$39MThe Arclight Capital Holdings Retirement Savings PlanThe Arclight Capital Holding…$39MQuantum 401(k) Profit Sharing PlanQuantum 401(k) Profit Sharin…$39MKamminga & Roodvoets 401(k) Savings Retirement PlanKamminga & Roodvoets 401(k) …$39M
End-of-year total assets ($M) among Tda Research, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN841043375
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tda Research, Inc.)

Sponsor-wide plan assets over time

All Tda Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.73096972685846% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.1M $44.5M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 91 $32M
2023 1 113 $39M
2024 1 110 $45M

Nearby 401(k) Plans in Colorado

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

Tda Research, Inc. Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Tda Research, Inc. Retirement Plan, Total assets ($B): 0.0389402 · Participants: 113Tda Research, Inc. Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Tda Research, Inc. Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Tda Research, Inc. Retirement Plan side-by-side with 3 peers →

Tda Research, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA ($39M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tda Research, Inc. Retirement Plan assets move in 2023? ▼
Tda Research, Inc. Retirement Plan grew sharply - up 21.4% during 2023, from $32M to $39M. Reported net income was $7M.
How have Tda Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tda Research, Inc.'s sponsor-wide assets grew 38.7%, from $32M to $45M.
Where does Tda Research, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Tda Research, Inc. Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tda Research, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA ($39M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Tda Research, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841043375.

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.