Profit Sharing · DOL Form 5500 · 2024
Tacenergy, LLC Profit Sharing Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 156
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $386,167
- Avg per participant High balance/head
Official DOL plan name: Tac Retirement Plan · Sponsored by Tacenergy, LLC · Texas · Wholesale Trade
$60M in assets, 156 participants
Tacenergy, LLC's Tac Retirement Plan reported $60M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #5,315 in Wholesale Trade (6,080 peers)
Coverage in Texas
Tac Retirement Plan covers 156 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $60M.
- #5,315
- in Wholesale Trade (6,080 peers)
- +6.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Tac Retirement Plan's outsized position by total assets
Tac Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,242,034 Top 14% higher than 86% 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
Tac 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. Tac Retirement Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tac Retirement Plan reported participants fell from 343 in the plan year 2023 filing to 156 in the plan year 2024 filing.
- Tac Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Tac Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $60M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 874665900 · Tacenergy, LLC PY 2024 · Profit Sharing
Tac Retirement Plan · $60M · 156 · 86th
- ASSETS $60M
- PCT 156
- EIN 86th
- RANK Profit Sharing
- PHOTO near Mitac 401(k) Plan
- IND ind #5315
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 Wholesale Trade retirement plans → · Plans in Texas →
Tac Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $4M |
| Employer EIN | 874665900 |
| Plan Effective Date | 1969-09-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tacenergy, LLC)
Sponsor-wide plan assets over time
All Tacenergy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 20.407346846736196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $50M |
| 2023 | 1 | 343 | $57M |
| 2024 | 1 | 156 | $60M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Tac Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Mitac 401(k) Plan in CA ($60M); by covered participants it is Eskridge Auto Group Profit Sharing Plan in OK (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Mitac 401(k) Plan (CA) $60M · 191
- Acld, Inc. 401(k) Retirement Plan (NY) $60M · 1,426
- National Church Residences 3-4-5 401(a) Retirement Plan (OH) $60M · 2,241
- Hensel Phelps Hourly Retirement Plan (CO) $60M · 656
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Eskridge Auto Group Profit Sharing Plan (OK) 156 · 0 off
- New York City Criminal Justice Agency Pension Plan (NY) 156 · 0 off
- David and Lucile Packard Foundation Employer Contribution Retirement Plan (CA) 156 · 0 off
- The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan (FL) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.