401(k) · DOL Form 5500 · 2024

Tax Analysts 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
173
Participants Small participant base
82nd
Percentile by assets National rank
$245,276
Avg per participant Above avg balance/head
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Official DOL plan name: Tax Analysts 401(k) Retirement Plan · Sponsored by Tax Analysts · Virginia · Information & Media

$42M in assets, 173 participants

Tax Analysts's Tax Analysts 401(k) Retirement Plan reported $42M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,137 in Information & Media (2,822 peers)

Coverage in Virginia

Tax Analysts 401(k) Retirement Plan covers 173 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $42M.

#2,137
in Information & Media (2,822 peers)
+9.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tax Analysts 401(k) Retirement Plan's outsized position by total assets

Tax Analysts 401(k) Retirement Plan vs every filed plan by assets

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

$42,432,808 Top 18% higher than 82% of 123,620 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 2024

Tax Analysts 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Analysts 401(k) Retirement Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Analysts 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Tax Analysts 401(k) Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Tax Analysts 401(k) Retirement Plan reported participants rose from 162 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 237073182 · Tax Analysts PY 2024 · 401(k)

Tax Analysts 401(k) Retirement Plan · $42M · 173 · 82nd

  • EIN $42M
  • RANK 173
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Advance Mfg. Co., Inc. Profit Sharing Plan
  • 5500 ind #2137

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 Information & Media retirement plans → · Plans in Virginia →

Tax Analysts 401(k) Retirement Plan in the asset neighbourhood

Tax Analysts 401(k) Retirement PlanTax Analysts 401(k) Retireme…$42MAdvance Mfg. Co., Inc. Profit Sharing PlanAdvance Mfg. Co., Inc. Profi…$42MSaes Sma 401(k) Plan$42MHarry's, Inc. 401(k) Plan$42MOsg Bulk Ships, Inc. Money Purchase Pension PlanOsg Bulk Ships, Inc. Money P…$42M
End-of-year total assets ($M) among Tax Analysts 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN237073182
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tax Analysts)

Sponsor-wide plan assets over time

All Tax Analysts plans reported in each filing year

Latest sponsor-wide plan assets
$42M 24.94327573759797% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34M $42.4M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 168 $34M
2023 1 162 $39M
2024 1 173 $42M

Nearby 401(k) Plans in Virginia

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

Tax Analysts 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tax Analysts 401(k) Retirement Plan, Total assets ($B): 0.042432808 · Participants: 173Tax Analysts 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Tax Analysts 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Tax Analysts 401(k) Retirement Plan side-by-side with 3 peers →

Tax Analysts 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Advance Mfg. Co., Inc. Profit Sharing Plan in MA ($42M); by covered participants it is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); 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.

Frequently Asked Questions

How did Tax Analysts 401(k) Retirement Plan assets move in 2024? ▼
Tax Analysts 401(k) Retirement Plan grew at a solid clip - up 9.7% during 2024, from $39M to $42M. Reported net income was $4M.
How have Tax Analysts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tax Analysts's sponsor-wide assets grew 24.9%, from $34M to $42M.
Where does Tax Analysts 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Tax Analysts 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tax Analysts 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advance Mfg. Co., Inc. Profit Sharing Plan in MA ($42M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Tax Analysts 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants, $8M 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 237073182.

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.