401(k) · DOL Form 5500 · 2023

Taconic Capital Advisors L.P. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
100
Participants Small participant base
87th
Percentile by assets National rank
$599,979
Avg per participant High balance/head
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Official DOL plan name: Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan · Sponsored by Taconic Capital Advisors L.P. · New York · Finance & Insurance

$60M in assets, 100 participants

Taconic Capital Advisors L.P.'s Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan reported $60M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,142 in Finance & Insurance (8,869 peers)

Coverage in New York

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $60M.

#7,142
in Finance & Insurance (8,869 peers)
+19.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan's outsized position by total assets

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$59,997,927 Top 13% higher than 87% 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

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $50M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan reported participants fell from 104 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205826144 · Taconic Capital Advisors L.P. PY 2023 · 401(k)

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan · $60M · 100 · 87th

  • TYPE $60M
  • TYPE 100
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near Arizona Financial Credit Union Capital Accumulation Plan
  • TYPE ind #7142

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 New York →

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Sid Peterson Memorial Hospital 401(k) Savings and Profit Sharing PlanSid Peterson Memorial Hospit…$60MLiebert Cassidy Whitmore Profit Sharing/401(k) Plan and TrustLiebert Cassidy Whitmore Pro…$60MTaconic Capital Advisors L.P. 401(k) Profit Sharing PlanTaconic Capital Advisors L.P…$60MWago Corporation 401(k) Plan$60MArizona Financial Credit Union Capital Accumulation PlanArizona Financial Credit Uni…$60M
End-of-year total assets ($M) among Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$60M
Net Income$10M
Employer EIN205826144
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taconic Capital Advisors L.P.)

Sponsor-wide plan assets over time

All Taconic Capital Advisors L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 41.428905408839654% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.1M $70.9M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 104 $50M
2023 1 100 $60M
2024 1 90 $71M

Nearby 401(k) Plans in New York

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

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.059997927 · Participants: 100Taconic Capital Advisors L.P. 401(k) Profit Sharing PlanIBM 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
Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Arizona Financial Credit Union Capital Accumulation Plan in AZ ($60M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan assets move in 2023? ▼
Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan grew sharply - up 19.7% during 2023, from $50M to $60M. Reported net income was $10M.
How have Taconic Capital Advisors L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taconic Capital Advisors L.P.'s sponsor-wide assets grew 41.4%, from $50M to $71M.
Where does Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arizona Financial Credit Union Capital Accumulation Plan in AZ ($60M, 682 participants).
Which 401(k) plans cover a similar participant headcount to Taconic Capital Advisors L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 205826144.

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.