401(k) · DOL Form 5500 · 2024

Taurus Investment Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
99
Participants Small participant base
66th
Percentile by assets National rank
$159,675
Avg per participant Above avg balance/head
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Official DOL plan name: Taurus Investment Holdings, LLC 401(k) Plan · Sponsored by Taurus Investment Holdings, LLC · Massachusetts · Real Estate

$16M in assets, 99 participants

Taurus Investment Holdings, LLC's Taurus Investment Holdings, LLC 401(k) Plan reported $16M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,731 in Real Estate (4,605 peers)

Taurus Investment Holdings, LLC multi-year trail

Taurus Investment Holdings, LLC's plans moved +50.7% in assets from 2022 to 2024; this filing shows Taurus Investment Holdings, LLC 401(k) Plan at $16M / 99 participants.

#3,731
in Real Estate (4,605 peers)
+15.1%
assets growth YoY

Taurus Investment Holdings, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Taurus Investment Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$15,807,813 Top 34% higher than 66% 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

Taurus Investment Holdings, LLC 401(k) 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. Taurus Investment Holdings, LLC 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Taurus Investment Holdings, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Taurus Investment Holdings, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Taurus Investment Holdings, LLC 401(k) Plan reported participants fell from 102 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680528769 · Taurus Investment Holdings, LLC PY 2024 · 401(k)

Taurus Investment Holdings, LLC 401(k) Plan · $16M · 99 · 66th

  • EIN $16M
  • EIN 99
  • EIN 66th
  • EIN 401(k)
  • EIN near Exela Pharma Sciences, LLC 401(k) Safe Harbor Plan
  • EIN ind #3731

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 Massachusetts →

Taurus Investment Holdings, LLC 401(k) Plan in the asset neighbourhood

Taurus Investment Holdings, LLC 401(k) PlanTaurus Investment Holdings, …$16MExela Pharma Sciences, LLC 401(k) Safe Harbor PlanExela Pharma Sciences, LLC 4…$16MAccesscny, Inc. Employees' Retirement Plan and TrustAccesscny, Inc. Employees' R…$16MFisher Printing, Inc. 401(k) PlanFisher Printing, Inc. 401(k)…$16MKowalski Companies, Inc. 401(k) Plan for Union EmployeesKowalski Companies, Inc. 401…$16M
End-of-year total assets ($M) among Taurus Investment Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Taurus Investment Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Taurus Investment Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 50.712537032647845% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.5M $15.8M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 78 $10M
2023 1 102 $14M
2024 1 99 $16M

Taurus Investment Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN680528769
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Taurus Investment Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Taurus Investment Holdings, LLC 401(k) Plan, Total assets ($B): 0.015807813 · Participants: 99Taurus Investment Holdings, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Taurus Investment Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Taurus Investment Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Exela Pharma Sciences, LLC 401(k) Safe Harbor Plan in NC ($16M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Taurus Investment Holdings, LLC 401(k) Plan assets move in 2024?
Taurus Investment Holdings, LLC 401(k) Plan grew sharply - up 15.1% during 2024, from $14M to $16M. Reported net income was $2M.
How have Taurus Investment Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Taurus Investment Holdings, LLC's sponsor-wide assets grew 50.7%, from $10M to $16M.
Which 401(k) plans are similar in size to Taurus Investment Holdings, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Exela Pharma Sciences, LLC 401(k) Safe Harbor Plan in NC ($16M, 447 participants).
Which 401(k) plans cover a similar participant headcount to Taurus Investment Holdings, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A in assets).