401(k) · DOL Form 5500 · 2024

Tda Research, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
110
Participants Small participant base
83rd
Percentile by assets National rank
$404,699
Avg per participant High balance/head
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Official DOL plan name: Tda Research, Inc. Retirement Plan · Sponsored by Tda Research, Inc. · Colorado · Professional & Technical Services

$45M in assets, 110 participants

Tda Research, Inc.'s Tda Research, Inc. Retirement Plan reported $45M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,830 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Tda Research, Inc. Retirement Plan covers 110 participants in Colorado, about 29% of the average Colorado filer (state average ~376 per filing). Assets: $45M.

#16,830
in Professional & Technical Services (20,173 peers)
+14.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tda Research, Inc. Retirement Plan's outsized position by total assets

Tda Research, Inc. Retirement Plan vs every filed plan by assets

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

$44,516,930 Top 17% higher than 83% 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

Tda Research, Inc. 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. Tda Research, Inc. Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tda Research, Inc. Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Tda Research, Inc. Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Tda Research, Inc. Retirement Plan reported participants fell from 113 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 841043375 · Tda Research, Inc. PY 2024 · 401(k)

Tda Research, Inc. Retirement Plan · $45M · 110 · 83rd

  • PART $45M
  • PART 110
  • PART 83rd
  • PART 401(k)
  • PART near Evenflo Company, Inc. Savings Plus Plan
  • PART ind #16830

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 Colorado →

Tda Research, Inc. Retirement Plan in the asset neighbourhood

Wellspring Philanthropic Fund Retirement PlanWellspring Philanthropic Fun…$45MBoston Ivf 401(k) Plan$45MTda Research, Inc. Retirement PlanTda Research, Inc. Retiremen…$45MEvenflo Company, Inc. Savings Plus PlanEvenflo Company, Inc. Saving…$45MRoth Iga Foodliner, Inc. Profit Sharing PlanRoth Iga Foodliner, Inc. Pro…$45M
End-of-year total assets ($M) among Tda Research, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN841043375
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tda Research, Inc.)

Sponsor-wide plan assets over time

All Tda Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.73096972685846% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.1M $44.5M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 91 $32M
2023 1 113 $39M
2024 1 110 $45M

Nearby 401(k) Plans in Colorado

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

Tda Research, Inc. Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Tda Research, Inc. Retirement Plan, Total assets ($B): 0.04451693 · Participants: 110Tda Research, Inc. Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Tda Research, Inc. Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Tda Research, Inc. Retirement Plan side-by-side with 3 peers →

Tda Research, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Evenflo Company, Inc. Savings Plus Plan in OH ($45M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Tda Research, Inc. Retirement Plan assets move in 2024? ▼
Tda Research, Inc. Retirement Plan grew at a solid clip - up 14.3% during 2024, from $39M to $45M. Reported net income was $6M.
How have Tda Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tda Research, Inc.'s sponsor-wide assets grew 38.7%, from $32M to $45M.
Where does Tda Research, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Tda Research, Inc. Retirement Plan ranks in the 83rd 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 Tda Research, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evenflo Company, Inc. Savings Plus Plan in OH ($45M, 404 participants).
Which 401(k) plans cover a similar participant headcount to Tda Research, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A 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 841043375.

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.