Profit Sharing · DOL Form 5500 · 2023

Tash Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$700K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$700,299
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tash Investments Inc. Profit Sharing Plan · Sponsored by Tash Investments Inc. · Pennsylvania · Other Services

$700K in assets, 1 participants

Tash Investments Inc.'s Tash Investments Inc. Profit Sharing Plan reported $700K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,413 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Tash Investments Inc. Profit Sharing Plan ranks #3,413 of 7,857 2023 filers by assets (2866% of the sector average)-$700K for 1 participant.

#3,413
in Other Services (7,857 peers)
+2.7%
assets growth YoY

Tash Investments Inc. Profit Sharing Plan among the smaller filed plans by assets

Tash Investments Inc. Profit Sharing Plan vs every filed plan by assets

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

$700,299 21st percentile higher than 21% 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

Tash Investments Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tash Investments Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tash Investments Inc. Profit Sharing Plan reported net income rose from -$98K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Tash Investments Inc. Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Tash Investments Inc. Profit Sharing Plan end-of-year assets rose from $682K in the plan year 2022 filing to $700K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272531643 · Tash Investments Inc. PY 2023 · Profit Sharing

Tash Investments Inc. Profit Sharing Plan · $700K · 1 · 21st

  • EIN $700K
  • RANK 1
  • PHOTO 21st
  • IND Profit Sharing
  • EOY near Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10
  • 5500 ind #3413

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 Other Services retirement plans → · Plans in Pennsylvania →

Tash Investments Inc. Profit Sharing Plan in the asset neighbourhood

Tash Investments Inc. Profit Sharing PlanTash Investments Inc. Profit…$700KSchwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10Schwabe and Associates Cpa's…$700KRadfam Corporation Retirement PlanRadfam Corporation Retiremen…$700KRobert R. Serpe, PC Profit Sharng PlanRobert R. Serpe, PC Profit S…$700KRachlan26, Inc. Retirement PlanRachlan26, Inc. Retirement P…$700K
End-of-year total assets ($M) among Tash Investments Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$682K
Net Assets (End of Year)$700K
Net Income$18K
Employer EIN272531643
Plan Effective Date2010-05-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Tash Investments Inc.)

Sponsor-wide plan assets over time

All Tash Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$750K 10.030811014534411% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M 202220232024 $0.68M $0.75M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 2 $682K
2023 1 1 $700K
2024 1 2 $750K

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tash Investments Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Tash Investments Inc. Profit Sharing Plan, Total assets ($B): 0.000700299 · Participants: 1Tash Investments Inc. Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Tash Investments Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Tash Investments Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 in OK ($700K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Tash Investments Inc. Profit Sharing Plan assets move in 2023?
Tash Investments Inc. Profit Sharing Plan edged up modestly - up 2.7% during 2023, from $682K to $700K. Reported net income was $18K.
How have Tash Investments Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tash Investments Inc.'s sponsor-wide assets grew 10.0%, from $682K to $750K.
Where does Tash Investments Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Tash Investments Inc. Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Tash Investments Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 in OK ($700K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Tash Investments Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).