401(k) · DOL Form 5500 · 2023
Nuwest Group Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 608
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $36,423
- Avg per participant Low balance/head
Official DOL plan name: Ta Group Holdings 401(k) Plan · Sponsored by Nuwest Group Holdings, LLC · Washington · Administrative & Support Services
$22M in assets, 608 participants
Nuwest Group Holdings, LLC's Ta Group Holdings 401(k) Plan reported $22M in total assets and 608 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #3,805 in Administrative & Support Services (4,372 peers)
Coverage in Washington
Ta Group Holdings 401(k) Plan covers 608 participants in Washington, about 41% of the average Washington filer (state average ~1,476 per filing). Assets: $22M.
- #3,805
- in Administrative & Support Services (4,372 peers)
- +554.3%
- assets growth YoY
Ta Group Holdings 401(k) Plan's outsized position by total assets
Ta Group Holdings 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,145,436 Top 26% higher than 74% 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
Ta Group Holdings 401(k) 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. Ta Group Holdings 401(k) Plan sits mid-pack in the medium band (608 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ta Group Holdings 401(k) Plan reported net income rose from -$91K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Ta Group Holdings 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Ta Group Holdings 401(k) Plan reported participants rose from 597 in the plan year 2022 filing to 608 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 261383035 · Nuwest Group Holdings, LLC PY 2023 · 401(k)
Ta Group Holdings 401(k) Plan · $22M · 608 · 74th
- BOOK $22M
- BOOK 608
- BOOK 74th
- BOOK 401(k)
- BOOK near Dmlo 401(k) Retirement Plan
- BOOK ind #3805
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 Administrative & Support Services retirement plans → · Plans in Washington →
Ta Group Holdings 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 261383035 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nuwest Group Holdings, LLC)
Sponsor-wide plan assets over time
All Nuwest Group Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 640.1673200080835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 597 | $3M |
| 2023 | 1 | 608 | $22M |
| 2024 | 1 | 1,396 | $25M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Ta Group Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Dmlo 401(k) Retirement Plan in KY ($22M); by covered participants it is Jeni's Splendid Ice Creams 401(k) Plan in OH (608 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Dmlo 401(k) Retirement Plan (KY) $22M · 161
- Vista Higher Learning, Inc. 401(k) Plan (MA) $22M · 176
- Diakonia Group, LLC 401(k) Profit Sharing Plan (TN) $22M · 625
- Pet Supermarket 401(k) Plan (FL) $22M · 2,222
Similar participant headcount
Nearest other-state filings by covered participants (608 participants); asset peers above are excluded.
- Jeni's Splendid Ice Creams 401(k) Plan (OH) 608 · 0 off
- Carter Bank & Trust 401(k) and Profit Sharing Plan (VA) 608 · 0 off
- Firstservice Residential Minnesota 401(k) Plan (MN) 608 · 0 off
- Equinor US Holdings Inc. 401(k) Retirement Plan (CT) 608 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.