401(k) · DOL Form 5500 · 2023

Tauck, Inc. 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
430
Participants Below avg headcount
91st
Percentile by assets National rank
$225,501
Avg per participant Above avg balance/head
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Official DOL plan name: Tauck, Inc. 401(k) Profit Sharing Plan · Sponsored by Tauck, Inc. · Connecticut · Food Services & Accommodation

$97M in assets, 430 participants

Tauck, Inc.'s Tauck, Inc. 401(k) Profit Sharing Plan reported $97M in total assets and 430 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,741 in Food Services & Accommodation (3,828 peers)

Where Tauck, Inc. 401(k) Profit Sharing Plan sits by assets

Tauck, Inc. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $97M for 430 participants (~$225,501/participant), up 21.8% in 2023.

#3,741
in Food Services & Accommodation (3,828 peers)
+21.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Tauck, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Tauck, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$96,965,381 Top 9% higher than 91% 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

Tauck, 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. Tauck, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tauck, Inc. 401(k) Profit Sharing Plan reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Tauck, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $80M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Tauck, Inc. 401(k) Profit Sharing Plan reported participants rose from 360 in the plan year 2022 filing to 430 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131368720 · Tauck, Inc. PY 2023 · 401(k)

Tauck, Inc. 401(k) Profit Sharing Plan · $97M · 430 · 91st

  • 5500 $97M
  • 5500 430
  • 5500 91st
  • 5500 401(k)
  • 5500 near Butzel Long Employees Thrift Plan and Trust
  • 5500 ind #3741

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 Food Services & Accommodation retirement plans → · Plans in Connecticut →

Tauck, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Radiology Imaging Associates, LLC 401(k) Profit Sharing PlanRadiology Imaging Associates…$97MTauck, Inc. 401(k) Profit Sharing PlanTauck, Inc. 401(k) Profit Sh…$97MNovavax, Inc. 401(k) Profit Sharing PlanNovavax, Inc. 401(k) Profit …$97MButzel Long Employees Thrift Plan and TrustButzel Long Employees Thrift…$97MCentral Retirement Savings Plan & Trust AgreementCentral Retirement Savings P…$97M
End-of-year total assets ($M) among Tauck, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$97M
Net Income$17M
Employer EIN131368720
Plan Effective Date1961-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Tauck, Inc.)

Sponsor-wide plan assets over time

All Tauck, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 41.4534814367865% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.6M $113M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 360 $80M
2023 1 430 $97M
2024 1 479 $113M

Nearby 401(k) Plans in Connecticut

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

Tauck, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tauck, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.096965381 · Participants: 430Tauck, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Tauck, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Tauck, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Butzel Long Employees Thrift Plan and Trust in MI ($97M); by covered participants it is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Tauck, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Tauck, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.8% during 2023, from $80M to $97M. Reported net income was $17M.
How have Tauck, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tauck, Inc.'s sponsor-wide assets grew 41.5%, from $80M to $113M.
Where does Tauck, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tauck, Inc. 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tauck, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butzel Long Employees Thrift Plan and Trust in MI ($97M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Tauck, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants, $326K 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 131368720.

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.