401(k) · DOL Form 5500 · 2023
Taurus LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $94,643
- Avg per participant Below avg balance/head
Official DOL plan name: Taurus/Nfs 401(k) Plan · Sponsored by Taurus LLC · Montana · Finance & Insurance
$12M in assets, 129 participants
Taurus LLC's Taurus/Nfs 401(k) Plan reported $12M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,241 in Finance & Insurance (8,869 peers)
Coverage in Montana
Taurus/Nfs 401(k) Plan covers 129 participants in Montana, about 48% of the average Montana filer (state average ~271 per filing). Assets: $12M.
- #4,241
- in Finance & Insurance (8,869 peers)
- $2M
- reported net income
Taurus/Nfs 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Taurus/Nfs 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,208,884 Top 37% higher than 63% 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
Taurus/Nfs 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. Taurus/Nfs 401(k) Plan sits mid-pack in the medium band (129 participants).
DOL schedule card
Filing strip 301318581 · Taurus LLC PY 2023 · 401(k)
Taurus/Nfs 401(k) Plan · $12M · 129 · 63rd
- VS-ST $12M
- BOY 129
- SCH 63rd
- EBSA 401(k)
- PART near Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust
- TYPE ind #4241
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 Finance & Insurance retirement plans → · Plans in Montana →
Taurus/Nfs 401(k) Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 301318581 |
| Plan Effective Date | 2023-01-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taurus LLC)
Sponsor-wide plan assets over time
All Taurus LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 2.307999650090868% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 129 | $12M |
| 2024 | 1 | 126 | $12M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Taurus/Nfs 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust in NC ($12M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Agmus Ventures Retirement Plan (FL) 129 · 0 off
- Moulton Logistics Management (CA) 129 · 0 off
- Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
- Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.