Profit Sharing · DOL Form 5500 · 2023

Tac Partners Inc Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
15
Participants Small participant base
71st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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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.

  • #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.

#5,046
in Finance & Insurance (8,869 peers)
-23.1%
assets change YoY

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.

Tac Partners Inc Profit Sharing Plan and Trust's outsized position by total assets

Tac Partners Inc Profit Sharing Plan and Trust vs every filed plan by assets

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

$18,117,234 Top 29% higher than 71% 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

Tac Partners Inc Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tac Partners Inc Profit Sharing Plan and Trust is a small filing (15 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043027488 · Tac Partners Inc PY 2023 · Profit Sharing

Tac Partners Inc Profit Sharing Plan and Trust · $18M · 15 · 71st

  • VS-ST $18M
  • BOY 15
  • SCH 71st
  • EBSA Profit Sharing
  • PART near Compunetics, Inc. Profit Sharing Plan
  • TYPE ind #5046

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Tac Partners Inc Profit Sharing Plan and Trust in the asset neighbourhood

Barrett Hospital Development Corporation 403(b) PlanBarrett Hospital Development…$18MTac Partners Inc Profit Sharing Plan and TrustTac Partners Inc Profit Shar…$18MCompunetics, Inc. Profit Sharing PlanCompunetics, Inc. Profit Sha…$18MFoxhall Internists, P.C., Profit Sharing PlanFoxhall Internists, P.C., Pr…$18MMid-Minnesota Legal Assistance 403(b) Retirement PlanMid-Minnesota Legal Assistan…$18M
End-of-year total assets ($M) among Tac Partners Inc Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tac Partners Inc multi-year asset trail

Sponsor-wide plan assets over time

All Tac Partners Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 13.45929430429464% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $23.6M $20.4M ▼ -13.5%
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 EIN043027488
Plan Effective Date1989-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Tac Partners Inc Profit Sharing Plan and Trust, Total assets ($B): 0.018117234 · Participants: 15Tac Partners Inc Profit Sharing Plan and TrustConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Tac Partners Inc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Tac Partners Inc Profit Sharing Plan and Trust side-by-side with 3 peers →

Tac Partners Inc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Compunetics, Inc. Profit Sharing Plan in PA ($18M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Tac Partners Inc Profit Sharing Plan and Trust assets move in 2023? ▼
Tac Partners Inc Profit Sharing Plan and Trust declined sharply - down 23.1% during 2023, from $24M to $18M. Reported net income was -$5M.
How have Tac Partners Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tac Partners Inc's sponsor-wide assets declined 13.5%, from $24M to $20M.
Which Profit Sharing plans are similar in size to Tac Partners Inc Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Compunetics, Inc. Profit Sharing Plan in PA ($18M, 450 participants).
Which Profit Sharing plans cover a similar participant headcount to Tac Partners Inc Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants, $6M 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 043027488.

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.