401(k) · DOL Form 5500 · 2023

ATAC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
75
Participants Small participant base
85th
Percentile by assets National rank
$631,084
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atac Tax Sheltered Savings Plan · Sponsored by ATAC · California · Professional & Technical Services

$47M in assets, 75 participants

ATAC's Atac Tax Sheltered Savings Plan reported $47M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,493 in Professional & Technical Services (20,321 peers)

Where Atac Tax Sheltered Savings Plan sits by assets

Atac Tax Sheltered Savings Plan sits in the top quartile of all filed plans by assets, $47M for 75 participants (~$631,084/participant), up 6.0% in 2023.

#17,493
in Professional & Technical Services (20,321 peers)
+6.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Atac Tax Sheltered Savings Plan's outsized position by total assets

Atac Tax Sheltered Savings Plan vs every filed plan by assets

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

$47,331,294 Top 15% higher than 85% 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

Atac Tax Sheltered Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atac Tax Sheltered Savings Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atac Tax Sheltered Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Atac Tax Sheltered Savings Plan reported participants rose from 70 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Atac Tax Sheltered Savings Plan end-of-year assets rose from $45M in the plan year 2022 filing to $47M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942599967 · ATAC PY 2023 · 401(k)

Atac Tax Sheltered Savings Plan · $47M · 75 · 85th

  • ASSETS $47M
  • PCT 75
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Northstar Travel Media, LLC 401(k) Plan
  • IND ind #17493

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 California →

Atac Tax Sheltered Savings Plan in the asset neighbourhood

Cheil USA Inc. Retirement PlanCheil USA Inc. Retirement Pl…$47MNorthstar Travel Media, LLC 401(k) PlanNorthstar Travel Media, LLC …$47MAtac Tax Sheltered Savings PlanAtac Tax Sheltered Savings P…$47MThe Economist Group 401(k) PlanThe Economist Group 401(k) P…$47MSyntegon Technology Retirement Savings PlanSyntegon Technology Retireme…$47M
End-of-year total assets ($M) among Atac Tax Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$47M
Net Income$3M
Employer EIN942599967
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ATAC)

Sponsor-wide plan assets over time

All ATAC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 15.143655220301689% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.6M $51.4M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 70 $45M
2023 1 75 $47M
2024 1 71 $51M

Nearby 401(k) Plans in California

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

Atac Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Atac Tax Sheltered Savings Plan, Total assets ($B): 0.047331294 · Participants: 75Atac Tax Sheltered Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Atac Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Atac Tax Sheltered Savings Plan side-by-side with 3 peers →

Atac Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Northstar Travel Media, LLC 401(k) Plan in NJ ($47M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Atac Tax Sheltered Savings Plan assets move in 2023? ▼
Atac Tax Sheltered Savings Plan grew at a solid clip - up 6.0% during 2023, from $45M to $47M. Reported net income was $3M.
How have ATAC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ATAC's sponsor-wide assets grew 15.1%, from $45M to $51M.
Where does Atac Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Atac Tax Sheltered Savings Plan ranks in the 85th 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 Atac Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northstar Travel Media, LLC 401(k) Plan in NJ ($47M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Atac Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 942599967.

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.