401(k) · DOL Form 5500 · 2024

ATAC 401(k) Plan

Data updated 2026-08-11

$51M
Total assets
71
Participants
84th
Percentile by assets
$723,832
Avg per participant
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Official DOL plan name: Atac Tax Sheltered Savings Plan · Sponsored by ATAC · California · Professional & Technical Services

$51M in assets, 71 participants

ATAC's Atac Tax Sheltered Savings Plan reported $51M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 123,622 plans)
  • #17,199 in Professional & Technical Services (20,173 peers)

Where Atac Tax Sheltered Savings Plan sits by assets

Atac Tax Sheltered Savings Plan sits in the top quartile of all filed plans by assets, $51M for 71 participants (~$723,832/participant), up 8.6% in 2024.

$51M
total plan assets (2024 EOY)
71
covered participants
84th
percentile by assets (of 123,622 plans)
$723,832
avg assets per participant

Where Atac Tax Sheltered Savings Plan sits by total assets

Atac Tax Sheltered Savings Plan vs every filed plan by assets

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

$51,392,040 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atac Tax Sheltered Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Atac Tax Sheltered Savings Plan end-of-year assets rose from $47M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Atac Tax Sheltered Savings Plan reported participants fell from 75 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Atac Tax Sheltered Savings Plan vs the 2024 asset distribution

By assets, Atac Tax Sheltered Savings Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$51M
Net Income$4M
Employer EIN942599967
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ATAC)

$40M$45M$50M$55M 202220232024 $44.6M $51.4M ▲ +15.1%
Total plan assets by year, all ATAC plans on file
Year Plans Participants Total Assets
2022 1 70 $45M
2023 1 75 $47M
2024 1 71 $51M

Nearby 401(k) Plans in California

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

Atac Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Atac Tax Sheltered S…, Total assets ($B): 0.05139204 · Participants: 71Atac Tax Sheltered S…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Atac Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Atac Tax Sheltered Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Atac Tax Sheltered Savings Plan assets move in 2024?
Atac Tax Sheltered Savings Plan grew at a solid clip - up 8.6% during 2024, from $47M to $51M. Reported net income was $4M.
How have ATAC plan assets changed over time?
Across 3 plan years on file (2022-2024), ATAC's sponsor-wide assets grew 15.1%, from $45M to $51M.
Where does Atac Tax Sheltered Savings Plan rank by assets among Form 5500 filers?
Atac Tax Sheltered Savings Plan ranks in the 84th 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 Atac Tax Sheltered Savings Plan?
Among 401(k) plans in other states, the closest by assets is Veracode, Inc. 401(k) Plan in MA ($51M, 692 participants).

Scale reading

Ways to act on Atac Tax Sheltered Savings Plan's numbers.