401(k) · DOL Form 5500 · 2023

Taconic Innovations, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
257
Participants Below avg headcount
36th
Percentile by assets National rank
$12,192
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Taconic Innovations, Inc. · Sponsored by Taconic Innovations, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 257 participants

Taconic Innovations, Inc.'s 403(b) Thrift Plan of Taconic Innovations, Inc. reported $3M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,625 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

403(b) Thrift Plan of Taconic Innovations, Inc. covers 257 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,625
in Healthcare & Social Assistance (17,684 peers)
+28.0%
assets growth YoY

403(b) Thrift Plan of Taconic Innovations, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Taconic Innovations, Inc. vs every filed plan by assets

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

$3,133,460 36th percentile higher than 36% 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

403(b) Thrift Plan of Taconic Innovations, Inc. 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. 403(b) Thrift Plan of Taconic Innovations, Inc. sits mid-pack in the medium band (257 participants).

DOL schedule card

Filing strip 223729121 · Taconic Innovations, Inc. PY 2023 · 401(k)

403(b) Thrift Plan of Taconic Innovations, Inc. · $3M · 257 · 36th

  • SCH $3M
  • SCH 257
  • SCH 36th
  • SCH 401(k)
  • SCH near Northstar Solutions Group 401(k) Plan
  • SCH ind #6625

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

403(b) Thrift Plan of Taconic Innovations, Inc. in the asset neighbourhood

403(b) Thrift Plan of Taconic Innovations, Inc.403(b) Thrift Plan of Taconi…$3MNorthstar Solutions Group 401(k) PlanNorthstar Solutions Group 40…$3MZalk Josephs Fabricators, L.L.C. 401(k) Plan for Employees of Local Union No. 665 of International Association of IronworkersZalk Josephs Fabricators, L.…$3MWayne Metals, LLC 401(k) Plan$3MChildren's Home of Stockton 401(k) Profit Sharing PlanChildren's Home of Stockton …$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Taconic Innovations, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$686K
Employer EIN223729121
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taconic Innovations, Inc.)

Sponsor-wide plan assets over time

All Taconic Innovations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.405213406266554% vs 2023
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 20232024 $3.13M $3.71M ▲ +18.5%
Year Plans Participants Total Assets
2023 1 257 $3M
2024 1 312 $4M

Nearby 401(k) Plans in New York

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

403(b) Thrift Plan of Taconic Innovations, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 403(b) Thrift Plan of Taconic Innovations, Inc., Total assets ($B): 0.00313346 · Participants: 257403(b) Thrift Plan of Taconic Innovations, Inc.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
403(b) Thrift Plan of Taconic Innovations, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Taconic Innovations, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Taconic Innovations, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Northstar Solutions Group 401(k) Plan in PA ($3M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 403(b) Thrift Plan of Taconic Innovations, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Taconic Innovations, Inc. grew sharply - up 28.0% during 2023, from $2M to $3M. Reported net income was $686K.
How have Taconic Innovations, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Taconic Innovations, Inc.'s sponsor-wide assets grew 18.4%, from $3M to $4M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Taconic Innovations, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Northstar Solutions Group 401(k) Plan in PA ($3M, 35 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Taconic Innovations, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants, $48M 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 223729121.

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.