401(k) · DOL Form 5500 · 2023
Ta Operating LLC 401(k) Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 17,241
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $9,886
- Avg per participant Low balance/head
Official DOL plan name: Ta Operating LLC 401(k) Savings Plan · Sponsored by Ta Operating LLC · Ohio · Retail Trade
$170M in assets, 17,241 participants
Ta Operating LLC's Ta Operating LLC 401(k) Savings Plan reported $170M in total assets and 17,241 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,136 in Retail Trade (8,414 peers)
Coverage in Ohio
Ta Operating LLC 401(k) Savings Plan covers 17,241 participants in Ohio, 23x the typical Ohio plan (state average ~765 per filing). Assets: $170M.
- #8,136
- in Retail Trade (8,414 peers)
- +15.6%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Ta Operating LLC 401(k) Savings Plan's outsized position by total assets
Ta Operating LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,448,504 Top 6% higher than 94% 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
Ta Operating LLC 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ta Operating LLC 401(k) Savings Plan is a mega filing (17,241 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ta Operating LLC 401(k) Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Ta Operating LLC 401(k) Savings Plan end-of-year assets rose from $147M in the plan year 2022 filing to $170M in the plan year 2023 filing.
- Ta Operating LLC 401(k) Savings Plan reported participants rose from 16,810 in the plan year 2022 filing to 17,241 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341747077 · Ta Operating LLC PY 2023 · 401(k)
Ta Operating LLC 401(k) Savings Plan · $170M · 17,241 · 94th
- NET $170M
- NET 17,241
- NET 94th
- NET 401(k)
- NET near Situsamc 401(k) Plan
- NET ind #8136
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 Retail Trade retirement plans → · Plans in Ohio →
Ta Operating LLC 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $23M |
| Employer EIN | 341747077 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ta Operating LLC)
Sponsor-wide plan assets over time
All Ta Operating LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 24.52455374087178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16,810 | $147M |
| 2023 | 1 | 17,241 | $170M |
| 2024 | 1 | 17,424 | $184M |
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
Scale composition for Ta Operating LLC 401(k) Savings Plan
Ta Operating LLC 401(k) Savings Plan reports $170M in end-of-year assets across 17,241 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $9,886 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $23M.
This plan identity (EIN 341747077, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $147M to $184M (+24.5%) while covered participants moved from 16,810 to 17,424 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,810 | $147M | Open filing |
| 2023 | 17,241 | $170M | This page |
| 2024 · index core | 17,424 | $184M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ta Operating LLC 401(k) Savings Plan (401(k), $184M, 17,424 participants)
Ta Operating LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Situsamc 401(k) Plan in TX ($170M); by covered participants it is Schneider Electric 401(k) Plan in IL (17,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
- Situsamc 401(k) Plan (TX) $170M · 2,447
- Instant Brands Retirement Income Plan (IL) $170M · 1,567
- Seminole Tribe of Florida 401(k) Plan (FL) $170M · 2,173
- Church Mutual Salary Savings Plan and Trust (401(k) Plan) (WI) $171M · 1,204
Similar participant headcount
Nearest other-state filings by covered participants (17,241 participants); asset peers above are excluded.
- Schneider Electric 401(k) Plan (IL) 17,265 · 24 off
- Bridgestone Americas, Inc. Incentive Savings Plan (TN) 17,195 · 46 off
- Air Liquide & Airgas 401(k) Plan (TX) 17,298 · 57 off
- Aecom Retirement & Savings Plan (TX) 17,164 · 77 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.