Profit Sharing · DOL Form 5500 · 2023
Tacenergy, LLC Profit Sharing Plan
Data updated 2026-08-11
- $57M
- Total assets
- 343
- Participants
- 87th
- Percentile by assets
- $165,161
- Avg per participant
Official DOL plan name: Tac Retirement Plan · Sponsored by Tacenergy, LLC · Texas · Wholesale Trade
$57M in assets, 343 participants
Tacenergy, LLC's Tac Retirement Plan reported $57M in total assets and 343 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.
- 87th percentile by assets (of 127,072 plans)
- #5,567 in Wholesale Trade (6,309 peers)
Coverage in Texas
Tac Retirement Plan covers 343 participants in Texas, about 50% of the average Texas filer (state average ~688 per filing). Assets: $57M.
- $57M
- total plan assets (2023 EOY)
- 343
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $165,161
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tac Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Tac Retirement Plan reported participants rose from 148 in the plan year 2022 filing to 343 in the plan year 2023 filing.
- Tac Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Tac Retirement Plan reports 343 participants - about 50% of that state average ($57M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $7M |
| Employer EIN | 874665900 |
| Plan Effective Date | 1969-09-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tacenergy, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $50M |
| 2023 | 1 | 343 | $57M |
| 2024 | 1 | 156 | $60M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Tac Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Tac Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Tac Retirement Plan assets move in 2023? ▼
How have Tacenergy, LLC plan assets changed over time? ▼
Where does Tac Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Tac Retirement Plan? ▼
Next read for Tac Retirement Plan
Filing takeaways
Ways to act on Tac Retirement Plan's numbers.
- By total assets, Tac Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- Tacenergy, LLC's sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Wholesale Trade plans