Profit Sharing · DOL Form 5500 · 2023
Tac Partners Inc Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 15
- Participants
- 71st
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Tac Partners Inc Profit Sharing Plan and Trust · Sponsored by Tac Partners Inc · Massachusetts · Finance & Insurance
$18M in assets, 15 participants
Tac Partners Inc's Tac Partners Inc Profit Sharing Plan and Trust reported $18M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #5,046 in Finance & Insurance (8,869 peers)
Tac Partners Inc multi-year trail
Tac Partners Inc's plans moved -13.5% in assets from 2022 to 2024; this filing shows Tac Partners Inc Profit Sharing Plan and Trust at $18M / 15 participants.
- $18M
- total plan assets (2023 EOY)
- 15
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $1.2M
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tac Partners Inc Profit Sharing Plan and Trust reported net income fell from -$2M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Tac Partners Inc Profit Sharing Plan and Trust end-of-year assets fell from $24M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Tac Partners Inc Profit Sharing Plan and Trust reported participants rose from 14 in the plan year 2022 filing to 15 in the plan year 2023 filing.
Tac Partners Inc across 3 plan years on file
Across the 3 plan years Tac Partners Inc has on file (2022-2024), sponsor-wide plan assets have moved from $24M to $20M, a decline of 13.5%, while reported participants moved from 14 to 14 (+0.0%). Peak year by sponsor assets: 2022 ($24M); trough: 2023 ($18M).
Tac Partners Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $24M |
| 2023 | 1 | 15 | $18M |
| 2024 | 1 | 14 | $20M |
Tac Partners Inc filing trail (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$5M |
| Employer EIN | 043027488 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Tac Partners Inc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Tac Partners Inc Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Tac Partners Inc Profit Sharing Plan and Trust's numbers.
- By total assets, Tac Partners Inc Profit Sharing Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Tac Partners Inc's sponsor-wide assets have declined 13.5% since 2022 across 3 plan years on file. More Finance & Insurance plans