401(k) · DOL Form 5500 · 2023

Ta Associates Management L.P. 401(k) Plan

Data updated 2026-08-25

$588M
Total assets Above avg plan size
192
Participants Below avg headcount
98th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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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.

  • #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.

#8,520
in Finance & Insurance (8,869 peers)
+8.8%
assets growth YoY
5.9×
vs typical plan assets (national mean)

Ta Associates Profit Sharing Plan's outsized position by total assets

Ta Associates Profit Sharing Plan vs every filed plan by assets

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

$587,826,738 Top 2% higher than 98% 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

Ta Associates Profit Sharing 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. Ta Associates Profit Sharing Plan sits mid-pack in the medium band (192 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043205796 · Ta Associates Management L.P. PY 2023 · 401(k)

Ta Associates Profit Sharing Plan · $588M · 192 · 98th

  • BOY $588M
  • BOY 192
  • BOY 98th
  • BOY 401(k)
  • BOY near Holman Enterprises Supplemental Retirement and Savings Plan
  • BOY ind #8520

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Ta Associates Profit Sharing Plan in the asset neighbourhood

Shook, Hardy & Bacon 401(k) Profit Sharing PlanShook, Hardy & Bacon 401(k) …$589MYazaki Employee Savings and Retirement PlanYazaki Employee Savings and …$588MHolman Enterprises Supplemental Retirement and Savings PlanHolman Enterprises Supplemen…$588MTa Associates Profit Sharing PlanTa Associates Profit Sharing…$588MGenesys Retirement Savings PlanGenesys Retirement Savings P…$587M
End-of-year total assets ($M) among Ta Associates Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$540M
Net Assets (End of Year)$586M
Net Income$51M
Employer EIN043205796
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ta Associates Management L.P.)

Sponsor-wide plan assets over time

All Ta Associates Management L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$656M 21.332604227715137% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $540M $656M ▲ +21.3%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ta Associates Profit Sharing Plan, Total assets ($B): 0.587826738 · Participants: 192Ta Associates Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ta Associates Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ta Associates Profit Sharing Plan side-by-side with 3 peers →

Ta Associates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Holman Enterprises Supplemental Retirement and Savings Plan in NJ ($588M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($588M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Ta Associates Profit Sharing Plan assets move in 2023? ▼
Ta Associates Profit Sharing Plan grew at a solid clip - up 8.8% during 2023, from $540M to $588M. Reported net income was $51M.
How have Ta Associates Management L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ta Associates Management L.P.'s sponsor-wide assets grew 21.3%, from $540M to $656M.
Where does Ta Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ta Associates Profit Sharing 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 Ta Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holman Enterprises Supplemental Retirement and Savings Plan in NJ ($588M, 5,700 participants).
Which 401(k) plans cover a similar participant headcount to Ta Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 participants, N/A 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 043205796.

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.