401(k) · DOL Form 5500 · 2023

Taft Stettinius & Hollister LLP 401(k) Plan

Data updated 2026-08-11

$746M
Total assets
1,216
Participants
98th
Percentile by assets
$613,182
Avg per participant
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Official DOL plan name: Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan · Sponsored by Taft Stettinius & Hollister LLP · Ohio · Professional & Technical Services

$746M in assets, 1,216 participants

Taft Stettinius & Hollister LLP's Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan reported $746M in total assets and 1,216 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 127,072 plans)
  • #20,076 in Professional & Technical Services (20,321 peers)

Where Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan sits by assets

Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan sits in the top 5% of all filed plans by assets, $746M for 1,216 participants (~$613,182/participant), up 43.6% in 2023.

$746M
total plan assets (2023 EOY)
1,216
covered participants
98th
percentile by assets (of 127,072 plans)
$613,182
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan reported net income rose from -$105M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan end-of-year assets rose from $519M in the plan year 2022 filing to $746M in the plan year 2023 filing.
  • Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan reported participants rose from 889 in the plan year 2022 filing to 1,216 in the plan year 2023 filing.

See the national 2023→2024 release diff →

Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan vs the 2023 asset distribution

By assets, Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 7.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$519M
Net Assets (End of Year)$746M
Net Income$99M
Employer EIN310541755
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taft Stettinius & Hollister LLP)

$400M$600M$800M$1,000M 202220232024 $541M $893M ▲ +65.2%
Total plan assets by year, all Taft Stettinius & Hollister LLP plans on file
Year Plans Participants Total Assets
2022 4 1,867 $541M
2023 3 1,754 $778M
2024 2 1,887 $893M

Nearby 401(k) Plans in Ohio

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

Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Taft Stettinius & Ho…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan assets move in 2023?
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan surged - up 43.6% during 2023, from $519M to $746M. Reported net income was $99M.
How have Taft Stettinius & Hollister LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Taft Stettinius & Hollister LLP's sponsor-wide assets grew 65.2%, from $541M to $893M.
Where does Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan rank by assets among Form 5500 filers?
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan in MN ($745M, 4,213 participants).

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