401(k) · DOL Form 5500 · 2023
Taft Stettinius & Hollister LLP 401(k) Plan
Data updated 2026-08-25
- $746M
- Total assets Above avg plan size
- 1,216
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $613,182
- Avg per participant High balance/head
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.
- #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.
- #20,076
- in Professional & Technical Services (20,321 peers)
- +43.6%
- assets growth YoY
- 7.5×
- vs typical plan assets (national mean)
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan's outsized position by total assets
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$745,628,890 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan lands in the large band (1,216 participants).
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.
EBSA filing schedule strip
Filing strip 310541755 · Taft Stettinius & Hollister LLP PY 2023 · 401(k)
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan · $746M · 1,216 · 98th
- SCH $746M
- SCH 1,216
- SCH 98th
- SCH 401(k)
- SCH near Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan
- SCH ind #20076
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 Professional & Technical Services retirement plans → · Plans in Ohio →
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $519M |
|---|---|
| Net Assets (End of Year) | $746M |
| Net Income | $99M |
| Employer EIN | 310541755 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taft Stettinius & Hollister LLP)
Sponsor-wide plan assets over time
All Taft Stettinius & Hollister LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $893M 65.18607193382024% vs 2022
- 2024 filing year
| 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.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan in MN ($745M); by covered participants it is Clif Bar & Company Retirement Savings Plan in CA (1,216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($746M here).
- Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan (MN) $745M · 4,213
- Willkie Farr & Gallagher LLP Retirement Savings Plan (NY) $745M · 1,553
- The Helmerich & Payne, Inc. 401(k)/Thrift Plan (OK) $746M · 7,230
- Engage Peo Retirement Savings Plan (FL) $747M · 21,204
Similar participant headcount
Nearest other-state filings by covered participants (1,216 participants); asset peers above are excluded.
- Clif Bar & Company Retirement Savings Plan (CA) 1,216 · 0 off
- Tony's Finer Foods Enterprises, LLC 401(k) Plan (CA) 1,216 · 0 off
- Regional West Health Services Retirement Savings Plan (NE) 1,216 · 0 off
- Gid Investment Advisers LLC Savings & Retirement Plan (MA) 1,215 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.