401(k) · DOL Form 5500 · 2023
Tacala, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 2,427
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $6,648
- Avg per participant Low balance/head
Official DOL plan name: Tacala, LLC 401(k) Retirement Savings Plan · Sponsored by Tacala, LLC · Alabama · Food Services & Accommodation
$16M in assets, 2,427 participants
Tacala, LLC's Tacala, LLC 401(k) Retirement Savings Plan reported $16M in total assets and 2,427 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #3,477 in Food Services & Accommodation (3,828 peers)
Coverage in Alabama
Tacala, LLC 401(k) Retirement Savings Plan covers 2,427 participants in Alabama, 6.7x the typical Alabama plan (state average ~360 per filing). Assets: $16M.
- #3,477
- in Food Services & Accommodation (3,828 peers)
- +20.7%
- assets growth YoY
Tacala, LLC 401(k) Retirement Savings Plan's outsized position by total assets
Tacala, LLC 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,134,409 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tacala, LLC 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tacala, LLC 401(k) Retirement Savings Plan lands in the large band (2,427 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tacala, LLC 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Tacala, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Tacala, LLC 401(k) Retirement Savings Plan reported participants rose from 2,161 in the plan year 2022 filing to 2,427 in the plan year 2023 filing.
DOL schedule card
Filing strip 631205373 · Tacala, LLC PY 2023 · 401(k)
Tacala, LLC 401(k) Retirement Savings Plan · $16M · 2,427 · 69th
- RANK $16M
- RANK 2,427
- RANK 69th
- RANK 401(k)
- RANK near Clarity Telecom, LLC 401(k) Plan
- RANK ind #3477
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 Alabama →
Tacala, LLC 401(k) Retirement Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 631205373 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tacala, LLC)
Sponsor-wide plan assets over time
All Tacala, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 43.827949469566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,161 | $13M |
| 2023 | 1 | 2,427 | $16M |
| 2024 | 1 | 3,764 | $19M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Tacala, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Clarity Telecom, LLC 401(k) Plan in CO ($16M); by covered participants it is Osaic, Inc. Profit Sharing & 401(k) Plan in AZ (2,427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Clarity Telecom, LLC 401(k) Plan (CO) $16M · 435
- Arborgen 401(k) Profit Sharing Plan (SC) $16M · 109
- Covalent Group 401(k) Plan (UT) $16M · 604
- Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust (OR) $16M · 134
Similar participant headcount
Nearest other-state filings by covered participants (2,427 participants); asset peers above are excluded.
- Osaic, Inc. Profit Sharing & 401(k) Plan (AZ) 2,427 · 0 off
- Factset Research Systems Inc. Plan (CT) 2,428 · 1 off
- Super Micro Computer 401(k) Retirement Plan (CA) 2,426 · 1 off
- Tforce Freight 401(k) Savings Plan (VA) 2,428 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.