401(k) · DOL Form 5500 · 2023
Ta Associates Management L.P. 401(k) Plan
Data updated 2026-08-11
- $588M
- Total assets
- 192
- Participants
- 98th
- Percentile by assets
- $3.1M
- Avg per participant
Official DOL plan name: Ta Associates Profit Sharing Plan · Sponsored by Ta Associates Management L.P. · Massachusetts · Finance & Insurance
$588M in assets, 192 participants
Ta Associates Management L.P.'s Ta Associates Profit Sharing Plan reported $588M in total assets and 192 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)
- #8,520 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Ta Associates Profit Sharing Plan covers 192 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $588M.
- $588M
- total plan assets (2023 EOY)
- 192
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $3.1M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ta Associates Profit Sharing Plan reported net income rose from -$67M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Ta Associates Profit Sharing Plan reported participants rose from 157 in the plan year 2022 filing to 192 in the plan year 2023 filing.
- Ta Associates Profit Sharing Plan end-of-year assets rose from $540M in the plan year 2022 filing to $588M in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Ta Associates Profit Sharing Plan reports 192 participants - about 29% of that state average ($588M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $540M |
|---|---|
| Net Assets (End of Year) | $586M |
| Net Income | $51M |
| Employer EIN | 043205796 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ta Associates Management L.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $540M |
| 2023 | 1 | 192 | $588M |
| 2024 | 1 | 202 | $656M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ta Associates Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ta Associates Profit Sharing Plan by total assets, not by location.
- Holman Enterprises Supplemental Retirement and Savings Plan (NJ) $588M · 5,700
- Yazaki Employee Savings and Retirement Plan (MI) $588M · 1,656
- Genesys Retirement Savings Plan (CA) $587M · 2,709
- Shook, Hardy & Bacon 401(k) Profit Sharing Plan (MO) $589M · 1,142
Frequently Asked Questions
How did Ta Associates Profit Sharing Plan assets move in 2023? ▼
How have Ta Associates Management L.P. plan assets changed over time? ▼
Where does Ta Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Ta Associates Profit Sharing Plan
Filing takeaways
Ways to act on Ta Associates Profit Sharing Plan's numbers.
- By total assets, Ta Associates Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Ta Associates Management L.P.'s sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Finance & Insurance plans