401(k) · DOL Form 5500 · 2023

Ta Realty LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
116
Participants Small participant base
85th
Percentile by assets National rank
$430,219
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ta Realty LLC 401(k) Retirement Savings Plan · Sponsored by Ta Realty LLC · Massachusetts · Real Estate

$50M in assets, 116 participants

Ta Realty LLC's Ta Realty LLC 401(k) Retirement Savings Plan reported $50M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,472 in Real Estate (4,727 peers)

Coverage in Massachusetts

Ta Realty LLC 401(k) Retirement Savings Plan covers 116 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $50M.

#4,472
in Real Estate (4,727 peers)
+23.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ta Realty LLC 401(k) Retirement Savings Plan's outsized position by total assets

Ta Realty LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$49,905,433 Top 15% higher than 85% 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

Ta Realty LLC 401(k) Retirement Savings 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 Realty LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ta Realty LLC 401(k) Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ta Realty LLC 401(k) Retirement Savings Plan end-of-year assets rose from $40M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Ta Realty LLC 401(k) Retirement Savings Plan reported participants rose from 100 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043341880 · Ta Realty LLC PY 2023 · 401(k)

Ta Realty LLC 401(k) Retirement Savings Plan · $50M · 116 · 85th

  • EIN $50M
  • RANK 116
  • PHOTO 85th
  • IND 401(k)
  • EOY near Tauber Oil Company 401(k) Profit Sharing Plan
  • 5500 ind #4472

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 Real Estate retirement plans → · Plans in Massachusetts →

Ta Realty LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Independent Purchasing Cooperative, Inc. 401(k) Plan and TrustIndependent Purchasing Coope…$50MLuminex Home Decor & Fragrance Co 401(k) PlanLuminex Home Decor & Fragran…$50MTa Realty LLC 401(k) Retirement Savings PlanTa Realty LLC 401(k) Retirem…$50MTauber Oil Company 401(k) Profit Sharing PlanTauber Oil Company 401(k) Pr…$50MRichman Real Estate Investments, Inc. 401(k) Retirement PlanRichman Real Estate Investme…$50M
End-of-year total assets ($M) among Ta Realty LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$50M
Net Income$10M
Employer EIN043341880
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ta Realty LLC)

Sponsor-wide plan assets over time

All Ta Realty LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62M 52.997243527244486% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.4M $61.8M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 100 $40M
2023 1 116 $50M
2024 1 127 $62M

Nearby 401(k) Plans in Massachusetts

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

Ta Realty LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ta Realty LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.049905433 · Participants: 116Ta Realty LLC 401(k) Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ta Realty LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ta Realty LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Ta Realty LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tauber Oil Company 401(k) Profit Sharing Plan in TX ($50M); by covered participants it is Wilson Fire Equipment & Service Co., Inc. 401(k) Employee Savings Plan in TX (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Ta Realty LLC 401(k) Retirement Savings Plan assets move in 2023? ▼
Ta Realty LLC 401(k) Retirement Savings Plan grew sharply - up 23.7% during 2023, from $40M to $50M. Reported net income was $10M.
How have Ta Realty LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ta Realty LLC's sponsor-wide assets grew 53.0%, from $40M to $62M.
Where does Ta Realty LLC 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ta Realty LLC 401(k) Retirement Savings Plan ranks in the 85th 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 Ta Realty LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tauber Oil Company 401(k) Profit Sharing Plan in TX ($50M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Ta Realty LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wilson Fire Equipment & Service Co., Inc. 401(k) Employee Savings Plan in TX (116 participants, $8M 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 043341880.

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.