401(k) · DOL Form 5500 · 2023

Tavant Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
299
Participants Below avg headcount
75th
Percentile by assets National rank
$76,704
Avg per participant Below avg balance/head
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Official DOL plan name: Tavant Technologies 401(k) Plan · Sponsored by Tavant Technologies, Inc. · California · Professional & Technical Services

$23M in assets, 299 participants

Tavant Technologies, Inc.'s Tavant Technologies 401(k) Plan reported $23M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,278 in Professional & Technical Services (20,321 peers)

Coverage in California

Tavant Technologies 401(k) Plan covers 299 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $23M.

#15,278
in Professional & Technical Services (20,321 peers)
+34.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Tavant Technologies 401(k) Plan's outsized position by total assets

Tavant Technologies 401(k) Plan vs every filed plan by assets

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

$22,934,404 Top 25% higher than 75% 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

Tavant Technologies 401(k) 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. Tavant Technologies 401(k) Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tavant Technologies 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tavant Technologies 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Tavant Technologies 401(k) Plan reported participants fell from 312 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 912027172 · Tavant Technologies, Inc. PY 2023 · 401(k)

Tavant Technologies 401(k) Plan · $23M · 299 · 75th

  • PCT $23M
  • EIN 299
  • RANK 75th
  • PHOTO 401(k)
  • IND near Bluecrest USA Gp LLC 401(k) Plan
  • EOY ind #15278

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 California →

Tavant Technologies 401(k) Plan in the asset neighbourhood

Therma-Stor 401(k) Plan$23MTavant Technologies 401(k) PlanTavant Technologies 401(k) P…$23MBluecrest USA Gp LLC 401(k) PlanBluecrest USA Gp LLC 401(k) …$23MMonti, Inc. Savings & Incentive Plan & TrustMonti, Inc. Savings & Incent…$23MIntradeco Retirement & Savings PlanIntradeco Retirement & Savin…$23M
End-of-year total assets ($M) among Tavant Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN912027172
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tavant Technologies, Inc.)

Sponsor-wide plan assets over time

All Tavant Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 62.72511779754822% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $27.7M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 312 $17M
2023 1 299 $23M
2024 1 282 $28M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tavant Technologies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tavant Technologies 401(k) Plan, Total assets ($B): 0.022934404 · Participants: 299Tavant Technologies 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tavant Technologies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tavant Technologies 401(k) Plan side-by-side with 3 peers →

Tavant Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bluecrest USA Gp LLC 401(k) Plan in NY ($23M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Tavant Technologies 401(k) Plan assets move in 2023? ▼
Tavant Technologies 401(k) Plan surged - up 34.9% during 2023, from $17M to $23M. Reported net income was $6M.
How have Tavant Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tavant Technologies, Inc.'s sponsor-wide assets grew 62.7%, from $17M to $28M.
Where does Tavant Technologies 401(k) Plan rank by assets among Form 5500 filers? ▼
Tavant Technologies 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tavant Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bluecrest USA Gp LLC 401(k) Plan in NY ($23M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Tavant Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M 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 912027172.

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.