401(k) · DOL Form 5500 · 2024

Tax Management Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
130
Participants Small participant base
52nd
Percentile by assets National rank
$63,960
Avg per participant Low balance/head
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Official DOL plan name: Tax Management Assoc. Inc. 401(k) & Ps Plan · Sponsored by Tax Management Associates, Inc. · North Carolina · Professional & Technical Services

$8M in assets, 130 participants

Tax Management Associates, Inc.'s Tax Management Assoc. Inc. 401(k) & Ps Plan reported $8M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,077 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Tax Management Assoc. Inc. 401(k) & Ps Plan covers 130 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#10,077
in Professional & Technical Services (20,173 peers)
+7.8%
assets growth YoY

Tax Management Assoc. Inc. 401(k) & Ps Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tax Management Assoc. Inc. 401(k) & Ps Plan vs every filed plan by assets

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

$8,314,736 Top 48% higher than 52% 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

Tax Management Assoc. Inc. 401(k) & Ps 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. Tax Management Assoc. Inc. 401(k) & Ps Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Management Assoc. Inc. 401(k) & Ps Plan reported net income rose from $507K in the plan year 2023 filing to $605K in the plan year 2024 filing.
  • Tax Management Assoc. Inc. 401(k) & Ps Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Tax Management Assoc. Inc. 401(k) & Ps Plan reported participants rose from 122 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561507131 · Tax Management Associates, Inc. PY 2024 · 401(k)

Tax Management Assoc. Inc. 401(k) & Ps Plan · $8M · 130 · 52nd

  • EOY $8M
  • 5500 130
  • ASSETS 52nd
  • PCT 401(k)
  • EIN near Near North Health Service Corporation
  • RANK ind #10077

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Tax Management Assoc. Inc. 401(k) & Ps Plan in the asset neighbourhood

Reyco Systems, Inc. 401(k) Profit Sharing PlanReyco Systems, Inc. 401(k) P…$8MTax Management Assoc. Inc. 401(k) & Ps PlanTax Management Assoc. Inc. 4…$8MNear North Health Service CorporationNear North Health Service Co…$8MMetropolitan Ministries, Inc. 401(k) PlanMetropolitan Ministries, Inc…$8MThe Bowdoin Group 401(k) Plan$8M
End-of-year total assets ($M) among Tax Management Assoc. Inc. 401(k) & Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$605K
Employer EIN561507131
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tax Management Associates, Inc.)

Sponsor-wide plan assets over time

All Tax Management Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.872911332580536% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.2M $10.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 146 $7M
2023 2 122 $8M
2024 3 207 $10M

Nearby 401(k) Plans in North Carolina

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

Tax Management Assoc. Inc. 401(k) & Ps Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Tax Management Assoc. Inc. 401(k) & Ps Plan, Total assets ($B): 0.008314736 · Participants: 130Tax Management Assoc. Inc. 401(k) & Ps PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Tax Management Assoc. Inc. 401(k) & Ps Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Tax Management Assoc. Inc. 401(k) & Ps Plan side-by-side with 3 peers →

Tax Management Assoc. Inc. 401(k) & Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Near North Health Service Corporation in IL ($8M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Tax Management Assoc. Inc. 401(k) & Ps Plan assets move in 2024? ▼
Tax Management Assoc. Inc. 401(k) & Ps Plan grew at a solid clip - up 7.8% during 2024, from $8M to $8M. Reported net income was $605K.
How have Tax Management Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tax Management Associates, Inc.'s sponsor-wide assets grew 43.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Tax Management Assoc. Inc. 401(k) & Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Near North Health Service Corporation in IL ($8M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Tax Management Assoc. Inc. 401(k) & Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 561507131.

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.