Profit Sharing · DOL Form 5500 · 2024
Tao Enterprises Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $4,148
- Avg per participant Low balance/head
Official DOL plan name: Tao Enterprises, Inc. Profit Sharing Plan · Sponsored by Tao Enterprises Inc. · Iowa · Retail Trade
$4K in assets, 1 participants
Tao Enterprises Inc.'s Tao Enterprises, Inc. Profit Sharing Plan reported $4K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #117 in Retail Trade (8,048 peers)
Tao Enterprises Inc. multi-year trail
Tao Enterprises Inc.'s plans moved -99.3% in assets from 2022 to 2024; this filing shows Tao Enterprises, Inc. Profit Sharing Plan at $4K / 1 participant.
- #117
- in Retail Trade (8,048 peers)
- -99.2%
- assets change YoY
The plan reported a net loss of $548K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tao Enterprises, Inc. Profit Sharing Plan among the smaller filed plans by assets
Tao Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,148 1st percentile higher than 1% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tao Enterprises, Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tao Enterprises, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tao Enterprises, Inc. Profit Sharing Plan reported net income fell from -$41K in the plan year 2023 filing to -$548K in the plan year 2024 filing.
- Tao Enterprises, Inc. Profit Sharing Plan end-of-year assets fell from $552K in the plan year 2023 filing to $4K in the plan year 2024 filing.
- Tao Enterprises, Inc. Profit Sharing Plan reported participants fell from 7 in the plan year 2023 filing to 1 in the plan year 2024 filing.
DOL schedule card
Filing strip 205641397 · Tao Enterprises Inc. PY 2024 · Profit Sharing
Tao Enterprises, Inc. Profit Sharing Plan · $4K · 1 · 1st
- EBSA $4K
- PART 1
- TYPE 1st
- NET Profit Sharing
- BOOK near C. Stutts De Antonetti Retirement Plan
- VS-ST ind #117
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 Iowa →
Tao Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood
Tao Enterprises Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Tao Enterprises Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4K 99.30066864709393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $593K |
| 2023 | 1 | 7 | $552K |
| 2024 | 1 | 1 | $4K |
Tao Enterprises Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $552K |
|---|---|
| Net Assets (End of Year) | $4K |
| Net Income | -$548K |
| Employer EIN | 205641397 |
| Plan Effective Date | 2006-09-28 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Liberty Pattern Company Profit Sharing Plan $26M · 12
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Burgess Health Center 403(b) Plan $16M · 272
Tao Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is C. Stutts De Antonetti Retirement Plan in PR ($4K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.