401(k) · DOL Form 5500 · 2024

Tavis Corporation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
47
Participants Small participant base
59th
Percentile by assets National rank
$245,923
Avg per participant Above avg balance/head
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Official DOL plan name: Tavis Corporation 401(k) Profit Sharing Plan · Sponsored by Tavis Corporation · California · Manufacturing

$12M in assets, 47 participants

Tavis Corporation's Tavis Corporation 401(k) Profit Sharing Plan reported $12M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,072 in Manufacturing (17,777 peers)

Tavis Corporation multi-year trail

Tavis Corporation's plans moved +33.3% in assets from 2022 to 2024; this filing shows Tavis Corporation 401(k) Profit Sharing Plan at $12M / 47 participants.

#8,072
in Manufacturing (17,777 peers)
+13.4%
assets growth YoY

Tavis Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Tavis Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,558,394 Top 41% higher than 59% 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

Tavis Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tavis Corporation 401(k) Profit Sharing Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tavis Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Tavis Corporation 401(k) Profit Sharing Plan reported participants rose from 42 in the plan year 2023 filing to 47 in the plan year 2024 filing.
  • Tavis Corporation 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941706892 · Tavis Corporation PY 2024 · 401(k)

Tavis Corporation 401(k) Profit Sharing Plan · $12M · 47 · 59th

  • EIN $12M
  • EIN 47
  • EIN 59th
  • EIN 401(k)
  • EIN near The Apex Paper Box Company Profit-Sharing & Savings Plan
  • EIN ind #8072

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 Manufacturing retirement plans → · Plans in California →

Tavis Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Tavis Corporation 401(k) Profit Sharing PlanTavis Corporation 401(k) Pro…$12MThe Apex Paper Box Company Profit-Sharing & Savings PlanThe Apex Paper Box Company P…$12MAllegany Co-Op Insurance Company 401(k) Savings PlanAllegany Co-Op Insurance Com…$12MTampa Pulmonary and Sleep Specialists Profit Sharing PlanTampa Pulmonary and Sleep Sp…$12MThe B.R.H. 401(k) Plan$12M
End-of-year total assets ($M) among Tavis Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tavis Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Tavis Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.30586112904532% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.67M $11.6M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 37 $9M
2023 1 42 $10M
2024 1 47 $12M

Tavis Corporation filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN941706892
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tavis Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tavis Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.011558394 · Participants: 47Tavis Corporation 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Tavis Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tavis Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tavis Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Apex Paper Box Company Profit-Sharing & Savings Plan in OH ($12M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Tavis Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Tavis Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 13.4% during 2024, from $10M to $12M. Reported net income was $1M.
How have Tavis Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tavis Corporation's sponsor-wide assets grew 33.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Tavis Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Apex Paper Box Company Profit-Sharing & Savings Plan in OH ($12M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Tavis Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants, $35M 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 941706892.

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.