401(k) · DOL Form 5500 · 2024

Tait Re & E Co. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 25th
Percentile by assets National rank: $1.3M
Avg per participant High balance/head

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Official DOL plan name: Tait Re & E Co. 401(k) Plan · Sponsored by Tait Re & E Co. · Georgia · Real Estate

$1M in assets, 1 participants

Tait Re & E Co.'s Tait Re & E Co. 401(k) Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#1,979 in Real Estate (4,605 peers)

Tait Re & E Co. multi-year trail

Tait Re & E Co.'s plans moved +11.2% in assets from 2022 to 2024; this filing shows Tait Re & E Co. 401(k) Plan at $1M / 1 participant.

#1,979
in Real Estate (4,605 peers): +12.3%
assets growth YoY

Tait Re & E Co. 401(k) Plan among the smaller filed plans by assets

Tait Re & E Co. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,297,639 25th percentile higher than 25% 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

Tait Re & E Co. 401(k) 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. Tait Re & E Co. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tait Re & E Co. 401(k) Plan reported net income rose from -$12K in the plan year 2023 filing to $142K in the plan year 2024 filing.
Tait Re & E Co. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 871423958 · Tait Re & E Co. PY 2024 · 401(k)

Tait Re & E Co. 401(k) Plan · $1M · 1 · 25th

BOOK $1M
BOOK 1
BOOK 25th
BOOK 401(k)
BOOK near Dapim & Sons Inc 401 (K) Plan
BOOK ind #1979

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 Real Estate retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Tait Re & E Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tait Re & E Co. multi-year asset trail

Latest sponsor-wide plan assets: $1M 11.206722936811353% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$1M
2023	1	1	$1M
2024	1	1	$1M

Tait Re & E Co. filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$142K
Employer EIN	871423958
Plan Effective Date	2021-06-25
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Tait Re & E Co. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Tait Re & E Co. 401(k) Plan side-by-side with 3 peers →

Tait Re & E Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Dapim & Sons Inc 401 (K) Plan in TX ($1M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) 1 · 0 off
The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tait Re & E Co. 401(k) Plan assets move in 2024? ▼

Tait Re & E Co. 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $1M to $1M. Reported net income was $142K.

How have Tait Re & E Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tait Re & E Co.'s sponsor-wide assets grew 11.2%, from $1M to $1M.

Where does Tait Re & E Co. 401(k) Plan rank by assets among Form 5500 filers? ▼

Tait Re & E Co. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Tait Re & E Co. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dapim & Sons Inc 401 (K) Plan in TX ($1M, 10 participants).

Which 401(k) plans cover a similar participant headcount to Tait Re & E Co. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 871423958.