401(k) · DOL Form 5500 · 2023

Team Tag Services, LLC 401(k) Plan

Data updated 2026-08-25

$466M
Total assets Above avg plan size
20,569
Participants Very large workforce
97th
Percentile by assets National rank
$22,668
Avg per participant Low balance/head
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Official DOL plan name: Tag the Aspen Group 401(k) Plan · Sponsored by Team Tag Services, LLC · New York · Healthcare & Social Assistance

$466M in assets, 20,569 participants

Team Tag Services, LLC's Tag the Aspen Group 401(k) Plan reported $466M in total assets and 20,569 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,238 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Tag the Aspen Group 401(k) Plan covers 20,569 participants in New York, 26x the typical New York plan (state average ~798 per filing). Assets: $466M.

#17,238
in Healthcare & Social Assistance (17,684 peers)
+42.6%
assets growth YoY
4.7×
vs typical plan assets (national mean)

Tag the Aspen Group 401(k) Plan's outsized position by total assets

Tag the Aspen Group 401(k) Plan vs every filed plan by assets

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

$466,264,054 Top 3% higher than 97% 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

Tag the Aspen Group 401(k) 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. Tag the Aspen Group 401(k) Plan is a mega filing (20,569 participants), the rightmost band on the breakdown.

EBSA filing schedule strip

Filing strip 881639559 · Team Tag Services, LLC PY 2023 · 401(k)

Tag the Aspen Group 401(k) Plan · $466M · 20,569 · 97th

  • BOOK $466M
  • BOOK 20,569
  • BOOK 97th
  • BOOK 401(k)
  • BOOK near Uofl Health 401(k) Plan
  • BOOK ind #17238

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Tag the Aspen Group 401(k) Plan in the asset neighbourhood

Securitas Security Services USA Incentive Savings and Retirement PlanSecuritas Security Services …$467MHawaiian Airlines, Inc. 401(k) Savings PlanHawaiian Airlines, Inc. 401(…$467MUofl Health 401(k) Plan$466MTag the Aspen Group 401(k) PlanTag the Aspen Group 401(k) P…$466MAera Energy Services Company Savings PlanAera Energy Services Company…$466M
End-of-year total assets ($M) among Tag the Aspen Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$327M
Net Assets (End of Year)$466M
Net Income$139M
Employer EIN881639559
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Team Tag Services, LLC)

Sponsor-wide plan assets over time

All Team Tag Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$597M 28.0188654645893% vs 2023
2024 filing year
$450M$500M$550M$600M$650M 20232024 $466M $597M ▲ +28.0%
Year Plans Participants Total Assets
2023 1 20,569 $466M
2024 1 20,662 $597M

Nearby 401(k) Plans in New York

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

Tag the Aspen Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Tag the Aspen Group 401(k) Plan, Total assets ($B): 0.466264054 · Participants: 20569Tag the Aspen Group 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Tag the Aspen Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tag the Aspen Group 401(k) Plan side-by-side with 3 peers →

Tag the Aspen Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Uofl Health 401(k) Plan in KY ($466M); by covered participants it is Medical Management International 401(k) Savings Plan in WA (20,573 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($466M here).

Similar participant headcount

Nearest other-state filings by covered participants (20,569 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 Tag the Aspen Group 401(k) Plan assets move in 2023? ▼
Tag the Aspen Group 401(k) Plan surged - up 42.6% during 2023, from $327M to $466M. Reported net income was $139M.
How have Team Tag Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Team Tag Services, LLC's sponsor-wide assets grew 28.0%, from $466M to $597M.
Where does Tag the Aspen Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Tag the Aspen Group 401(k) Plan ranks in the 97th 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 Tag the Aspen Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uofl Health 401(k) Plan in KY ($466M, 8,388 participants).
Which 401(k) plans cover a similar participant headcount to Tag the Aspen Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medical Management International 401(k) Savings Plan in WA (20,573 participants, $830 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 881639559.

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.