401(k) · DOL Form 5500 · 2023

Tait & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
99
Participants Small participant base
76th
Percentile by assets National rank
$245,258
Avg per participant Above avg balance/head
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Official DOL plan name: Tait & Associates, Inc. 401(k) Savings Plan · Sponsored by Tait & Associates, Inc. · California · Professional & Technical Services

$24M in assets, 99 participants

Tait & Associates, Inc.'s Tait & Associates, Inc. 401(k) Savings Plan reported $24M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,507 in Professional & Technical Services (20,321 peers)

Where Tait & Associates, Inc. 401(k) Savings Plan sits by assets

Tait & Associates, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $24M for 99 participants (~$245,258/participant), up 20.5% in 2023.

#15,507
in Professional & Technical Services (20,321 peers)
+20.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Tait & Associates, Inc. 401(k) Savings Plan's outsized position by total assets

Tait & Associates, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$24,280,505 Top 24% higher than 76% 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

Tait & Associates, Inc. 401(k) 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. Tait & Associates, Inc. 401(k) Savings Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tait & Associates, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tait & Associates, Inc. 401(k) Savings Plan reported participants fell from 187 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Tait & Associates, Inc. 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952395818 · Tait & Associates, Inc. PY 2023 · 401(k)

Tait & Associates, Inc. 401(k) Savings Plan · $24M · 99 · 76th

  • EOY $24M
  • 5500 99
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Duncan-Parnell, Inc. 401(k) Plan and Trust
  • RANK ind #15507

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 →

Tait & Associates, Inc. 401(k) Savings Plan in the asset neighbourhood

Tait & Associates, Inc. 401(k) Savings PlanTait & Associates, Inc. 401(…$24MDuncan-Parnell, Inc. 401(k) Plan and TrustDuncan-Parnell, Inc. 401(k) …$24MTop Notch Distributors, Inc. 401(k) Savings PlanTop Notch Distributors, Inc.…$24MGrand Piano & Furniture Co. , Inc. Retirement Savings and Profit Sharing PlanGrand Piano & Furniture Co. …$24MHammes Company LLC 401(k) Savings PlanHammes Company LLC 401(k) Sa…$24M
End-of-year total assets ($M) among Tait & Associates, Inc. 401(k) 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)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN952395818
Plan Effective Date1977-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tait & Associates, Inc.)

Sponsor-wide plan assets over time

All Tait & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 30.805150595832785% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.4M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 187 $20M
2023 1 99 $24M
2024 1 181 $26M

Nearby 401(k) Plans in California

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

Tait & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tait & Associates, Inc. 401(k) Savings Plan, Total assets ($B): 0.024280505 · Participants: 99Tait & Associates, Inc. 401(k) 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
Tait & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tait & Associates, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Tait & Associates, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Duncan-Parnell, Inc. 401(k) Plan and Trust in NC ($24M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Tait & Associates, Inc. 401(k) Savings Plan assets move in 2023? ▼
Tait & Associates, Inc. 401(k) Savings Plan grew sharply - up 20.5% during 2023, from $20M to $24M. Reported net income was $4M.
How have Tait & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tait & Associates, Inc.'s sponsor-wide assets grew 30.8%, from $20M to $26M.
Where does Tait & Associates, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Tait & Associates, Inc. 401(k) Savings Plan ranks in the 76th 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 Tait & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duncan-Parnell, Inc. 401(k) Plan and Trust in NC ($24M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Tait & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 952395818.

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.