Profit Sharing · DOL Form 5500 · 2023

Tacenergy, LLC Profit Sharing Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
343
Participants Below avg headcount
87th
Percentile by assets National rank
$165,161
Avg per participant Above avg balance/head
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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.

  • #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.

#5,567
in Wholesale Trade (6,309 peers)
+13.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tac Retirement Plan's outsized position by total assets

Tac Retirement Plan vs every filed plan by assets

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

$56,650,357 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

Tac Retirement 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. Tac Retirement Plan sits mid-pack in the medium band (343 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 874665900 · Tacenergy, LLC PY 2023 · Profit Sharing

Tac Retirement Plan · $57M · 343 · 87th

  • NET $57M
  • BOOK 343
  • VS-ST 87th
  • BOY Profit Sharing
  • SCH near Action for Boston Community Development Pension Plan
  • EBSA ind #5567

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 Wholesale Trade retirement plans → · Plans in Texas →

Tac Retirement Plan in the asset neighbourhood

Otter Tail Corporation Employee Stock Ownership PlanOtter Tail Corporation Emplo…$57MTac Retirement Plan$57MAction for Boston Community Development Pension PlanAction for Boston Community …$57MMitac Tyan 401(k) Plan$57MProfit Sharing Plan for Employees of Tanana Chiefs ConferenceProfit Sharing Plan for Empl…$56M
End-of-year total assets ($M) among Tac Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$57M
Net Income$7M
Employer EIN874665900
Plan Effective Date1969-09-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Tacenergy, LLC)

Sponsor-wide plan assets over time

All Tacenergy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 20.407346846736196% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50M $60.2M ▲ +20.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Tac Retirement Plan, Total assets ($B): 0.056650357 · Participants: 343Tac Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Tac Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Tac Retirement Plan side-by-side with 3 peers →

Tac Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Action for Boston Community Development Pension Plan in MA ($57M); by covered participants it is Ironworkers Local No. 6 Profit Sharing Plan in NY (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Tac Retirement Plan assets move in 2023? ▼
Tac Retirement Plan grew at a solid clip - up 13.2% during 2023, from $50M to $57M. Reported net income was $7M.
How have Tacenergy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tacenergy, LLC's sponsor-wide assets grew 20.4%, from $50M to $60M.
Where does Tac Retirement Plan rank by assets among Form 5500 filers? ▼
Tac Retirement 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 Profit Sharing plans are similar in size to Tac Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Action for Boston Community Development Pension Plan in MA ($57M, 689 participants).
Which Profit Sharing plans cover a similar participant headcount to Tac Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ironworkers Local No. 6 Profit Sharing Plan in NY (342 participants, $28M 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 874665900.

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.