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
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
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.
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 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
| 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 EIN | 680528769 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
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.