401(k) · DOL Form 5500 · 2023

Tauck, Inc. 401(k) Plan

Data updated 2026-08-11

$97M
Total assets
430
Participants
91st
Percentile by assets
$225,501
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$97M
total plan assets (2023 EOY)
430
covered participants
91st
percentile by assets (of 127,072 plans)
$225,501
avg assets per participant

Where Tauck, Inc. 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Connecticut
Industry
Food Services & Accommodation

Tauck, Inc. 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Tauck, Inc. 401(k) Profit Sharing Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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.)

$70M$80M$90M$100M$110M$120M 202220232024 $79.6M $113M ▲ +41.5%
Total plan assets by year, all Tauck, Inc. plans on file
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 ($B) Participants Tauck, Inc. 401(k) P…, Total assets ($B): 0.096965381 · Participants: 430Tauck, Inc. 401(k) P…Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savi…, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Sa…Eversource 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tauck, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Tauck, Inc. 401(k) Profit Sharing Plan

Scale reading

Ways to act on Tauck, Inc. 401(k) Profit Sharing Plan's numbers.

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.