Profit Sharing · DOL Form 5500 · 2023

Tae, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
43rd
Percentile by assets National rank
$666,403
Avg per participant High balance/head
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Official DOL plan name: Tae, Inc. Profit Sharing Retirement Plan · Sponsored by Tae, Inc. · North Carolina · Professional & Technical Services

$5M in assets, 7 participants

Tae, Inc.'s Tae, Inc. Profit Sharing Retirement Plan reported $5M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,262 in Professional & Technical Services (20,321 peers)

Tae, Inc. multi-year trail

Tae, Inc.'s plans moved +61.7% in assets from 2022 to 2024; this filing shows Tae, Inc. Profit Sharing Retirement Plan at $5M / 7 participants.

#8,262
in Professional & Technical Services (20,321 peers)
+26.9%
assets growth YoY

Tae, Inc. Profit Sharing Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tae, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

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

$4,664,818 43rd percentile higher than 43% 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

Tae, Inc. Profit Sharing Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tae, Inc. Profit Sharing Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tae, Inc. Profit Sharing Retirement Plan reported net income rose from -$701K in the plan year 2022 filing to $989K in the plan year 2023 filing.
  • Tae, Inc. Profit Sharing Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tae, Inc. Profit Sharing Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561951876 · Tae, Inc. PY 2023 · Profit Sharing

Tae, Inc. Profit Sharing Retirement Plan · $5M · 7 · 43rd

  • PART $5M
  • PART 7
  • PART 43rd
  • PART Profit Sharing
  • PART near Kreuter & Gordon, P.C. Profit Sharing Plan
  • PART ind #8262

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 North Carolina →

Tae, Inc. Profit Sharing Retirement Plan in the asset neighbourhood

Council on the Environment, Inc. Incentive Savings PlanCouncil on the Environment, …$5MStanley Foundation Retirement Plan & Trust AgreemeStanley Foundation Retiremen…$5MTae, Inc. Profit Sharing Retirement PlanTae, Inc. Profit Sharing Ret…$5MKreuter & Gordon, P.C. Profit Sharing PlanKreuter & Gordon, P.C. Profi…$5MEpstein & Associates Realty, Inc. Profit Sharing PlanEpstein & Associates Realty,…$5M
End-of-year total assets ($M) among Tae, Inc. Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tae, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tae, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.717562920565285% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.68M $5.95M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 7 $5M
2024 1 10 $6M

Tae, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$989K
Employer EIN561951876
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tae, Inc. Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Tae, Inc. Profit Sharing Retirement Plan, Total assets ($B): 0.004664818 · Participants: 7Tae, Inc. Profit Sharing Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Tae, Inc. Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Tae, Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Tae, Inc. Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Kreuter & Gordon, P.C. Profit Sharing Plan in MO ($5M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Tae, Inc. Profit Sharing Retirement Plan assets move in 2023? ▼
Tae, Inc. Profit Sharing Retirement Plan grew sharply - up 26.9% during 2023, from $4M to $5M. Reported net income was $989K.
How have Tae, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tae, Inc.'s sponsor-wide assets grew 61.7%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Tae, Inc. Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kreuter & Gordon, P.C. Profit Sharing Plan in MO ($5M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Tae, Inc. Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 561951876.

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.