401(k) · DOL Form 5500 · 2023

Ta Operating LLC 401(k) Plan

Data updated 2026-08-11

$170M
Total assets
17,241
Participants
94th
Percentile by assets
$9,886
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$170M
total plan assets (2023 EOY)
17,241
covered participants
94th
percentile by assets (of 127,072 plans)
$9,886
avg assets per participant

Where Ta Operating LLC 401(k) Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Ohio
Industry
Retail Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Ta Operating LLC 401(k) Savings Plan reports 17,241 participants - 23x that state average ($170M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$170M
Net Income$23M
Employer EIN341747077
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ta Operating LLC)

$140M$160M$180M$200M 202220232024 $147M $184M ▲ +24.5%
Total plan assets by year, all Ta Operating LLC plans on file
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.

Ta Operating LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Ta Operating LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Ta Operating LLC 401…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Ta Operating LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ta Operating LLC 401(k) Savings Plan side-by-side with 3 peers →

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ta Operating LLC 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Ta Operating LLC 401(k) Savings Plan assets move in 2023? ▼
Ta Operating LLC 401(k) Savings Plan grew sharply - up 15.6% during 2023, from $147M to $170M. Reported net income was $23M.
How have Ta Operating LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ta Operating LLC's sponsor-wide assets grew 24.5%, from $147M to $184M.
Where does Ta Operating LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Ta Operating LLC 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ta Operating LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Situsamc 401(k) Plan in TX ($170M, 2,447 participants).

Next read for Ta Operating LLC 401(k) Savings Plan

Filing takeaways

Ways to act on Ta Operating LLC 401(k) Savings Plan's numbers.

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 341747077.

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.