401(k) · DOL Form 5500 · 2023

Tax Management Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
122
Participants Small participant base
53rd
Percentile by assets National rank
$63,196
Avg per participant Low balance/head
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Official DOL plan name: Tax Management Assoc. Inc. 401(k) Profit Sharing Plan · Sponsored by Tax Management Associates, Inc. · North Carolina · Professional & Technical Services

$8M in assets, 122 participants

Tax Management Associates, Inc.'s Tax Management Assoc. Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,451 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Tax Management Assoc. Inc. 401(k) Profit Sharing Plan covers 122 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#10,451
in Professional & Technical Services (20,321 peers)
+7.0%
assets growth YoY

Tax Management Assoc. Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tax Management Assoc. Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,709,946 Top 47% higher than 53% 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

Tax Management Assoc. Inc. 401(k) Profit Sharing 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. Tax Management Assoc. Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Management Assoc. Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $507K in the plan year 2023 filing.
  • Tax Management Assoc. Inc. 401(k) Profit Sharing Plan reported participants fell from 146 in the plan year 2022 filing to 122 in the plan year 2023 filing.
  • Tax Management Assoc. Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561507131 · Tax Management Associates, Inc. PY 2023 · 401(k)

Tax Management Assoc. Inc. 401(k) Profit Sharing Plan · $8M · 122 · 53rd

  • TYPE $8M
  • NET 122
  • BOOK 53rd
  • VS-ST 401(k)
  • BOY near Hydra-Sports Custom Boats, LLC 401(k) Plan
  • SCH ind #10451

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 North Carolina →

Tax Management Assoc. Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Tax Management Assoc. Inc. 401(k) Profit Sharing PlanTax Management Assoc. Inc. 4…$8MHydra-Sports Custom Boats, LLC 401(k) PlanHydra-Sports Custom Boats, L…$8MChestnut Ridge Foam, Inc. Retirement Savings PlanChestnut Ridge Foam, Inc. Re…$8MBath State Bancorp Employee Stock Ownership Plan with 401(k) ProvisionsBath State Bancorp Employee …$8MJms Thespian, Inc. Profit Sharing PlanJms Thespian, Inc. Profit Sh…$8M
End-of-year total assets ($M) among Tax Management Assoc. Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$507K
Employer EIN561507131
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tax Management Associates, Inc.)

Sponsor-wide plan assets over time

All Tax Management Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.872911332580536% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.2M $10.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 146 $7M
2023 2 122 $8M
2024 3 207 $10M

Nearby 401(k) Plans in North Carolina

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

Tax Management Assoc. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Tax Management Assoc. Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007709946 · Participants: 122Tax Management Assoc. Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Tax Management Assoc. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Tax Management Assoc. Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tax Management Assoc. Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Hydra-Sports Custom Boats, LLC 401(k) Plan in TN ($8M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Tax Management Assoc. Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Tax Management Assoc. Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 7.0% during 2023, from $7M to $8M. Reported net income was $507K.
How have Tax Management Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tax Management Associates, Inc.'s sponsor-wide assets grew 43.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Tax Management Assoc. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hydra-Sports Custom Boats, LLC 401(k) Plan in TN ($8M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Tax Management Assoc. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 561507131.

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.