401(k) · DOL Form 5500 · 2023

Taurus Investment Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
102
Participants Small participant base
65th
Percentile by assets National rank
$134,653
Avg per participant Near avg balance/head
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Official DOL plan name: Taurus Investment Holdings, LLC 401(k) Plan · Sponsored by Taurus Investment Holdings, LLC · Massachusetts · Real Estate

$14M in assets, 102 participants

Taurus Investment Holdings, LLC's Taurus Investment Holdings, LLC 401(k) Plan reported $14M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,842 in Real Estate (4,727 peers)

Coverage in Massachusetts

Taurus Investment Holdings, LLC 401(k) Plan covers 102 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#3,842
in Real Estate (4,727 peers)
+30.9%
assets growth YoY

Taurus Investment Holdings, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Taurus Investment Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$13,734,605 Top 35% higher than 65% 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

Taurus Investment Holdings, LLC 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 Investment Holdings, LLC 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taurus Investment Holdings, LLC 401(k) Plan reported net income rose from -$970K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Taurus Investment Holdings, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Taurus Investment Holdings, LLC 401(k) Plan reported participants rose from 78 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680528769 · Taurus Investment Holdings, LLC PY 2023 · 401(k)

Taurus Investment Holdings, LLC 401(k) Plan · $14M · 102 · 65th

  • PCT $14M
  • PCT 102
  • PCT 65th
  • PCT 401(k)
  • PCT near Agri-Cover, Inc. 401(k) Plan
  • PCT ind #3842

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 →

Taurus Investment Holdings, LLC 401(k) Plan in the asset neighbourhood

Agri-Cover, Inc. 401(k) Plan$14MSemmes, Bowen & Semmes 401(k)PlanSemmes, Bowen & Semmes 401(k…$14MTaurus Investment Holdings, LLC 401(k) PlanTaurus Investment Holdings, …$14MMersino Dewatering, LLC 401(k) PlanMersino Dewatering, LLC 401(…$14MChicago Dryer Company Retirement PlanChicago Dryer Company Retire…$14M
End-of-year total assets ($M) among Taurus Investment Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN680528769
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taurus Investment Holdings, LLC)

Sponsor-wide plan assets over time

All Taurus Investment Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 50.712537032647845% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.5M $15.8M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 78 $10M
2023 1 102 $14M
2024 1 99 $16M

Nearby 401(k) Plans in Massachusetts

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

Taurus Investment Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Taurus Investment Holdings, LLC 401(k) Plan, Total assets ($B): 0.013734605 · Participants: 102Taurus Investment Holdings, LLC 401(k) 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
Taurus Investment Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Taurus Investment Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Taurus Investment Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Agri-Cover, Inc. 401(k) Plan in ND ($14M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Taurus Investment Holdings, LLC 401(k) Plan assets move in 2023? ▼
Taurus Investment Holdings, LLC 401(k) Plan surged - up 30.9% during 2023, from $10M to $14M. Reported net income was $3M.
How have Taurus Investment Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taurus Investment Holdings, LLC's sponsor-wide assets grew 50.7%, from $10M to $16M.
Which 401(k) plans are similar in size to Taurus Investment Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agri-Cover, Inc. 401(k) Plan in ND ($14M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Taurus Investment Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 680528769.

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.