401(k) · DOL Form 5500 · 2024

Ta Realty LLC 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
127
Participants Small participant base
86th
Percentile by assets National rank
$486,213
Avg per participant High balance/head
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Official DOL plan name: Ta Realty LLC 401(k) Retirement Savings Plan · Sponsored by Ta Realty LLC · Massachusetts · Real Estate

$62M in assets, 127 participants

Ta Realty LLC's Ta Realty LLC 401(k) Retirement Savings Plan reported $62M in total assets and 127 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.

  • #4,359 in Real Estate (4,605 peers)

Coverage in Massachusetts

Ta Realty LLC 401(k) Retirement Savings Plan covers 127 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $62M.

#4,359
in Real Estate (4,605 peers)
+23.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ta Realty LLC 401(k) Retirement Savings Plan's outsized position by total assets

Ta Realty LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$61,748,999 Top 14% higher than 86% 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

Ta Realty LLC 401(k) Retirement Savings 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. Ta Realty LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ta Realty LLC 401(k) Retirement Savings Plan reported net income rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Ta Realty LLC 401(k) Retirement Savings Plan end-of-year assets rose from $50M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Ta Realty LLC 401(k) Retirement Savings Plan reported participants rose from 116 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043341880 · Ta Realty LLC PY 2024 · 401(k)

Ta Realty LLC 401(k) Retirement Savings Plan · $62M · 127 · 86th

  • RANK $62M
  • PHOTO 127
  • IND 86th
  • EOY 401(k)
  • 5500 near Gentherm Retirement Savings Plan
  • ASSETS ind #4359

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 →

Ta Realty LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Ta Realty LLC 401(k) Retirement Savings PlanTa Realty LLC 401(k) Retirem…$62MGentherm Retirement Savings PlanGentherm Retirement Savings …$62MDevine, Millimet & Branch 401(k) PlanDevine, Millimet & Branch 40…$62MKing Street Capital Management, L.P. 401(k) PlanKing Street Capital Manageme…$62MBrigade Capital Management, LP Incentive Savings TrustBrigade Capital Management, …$62M
End-of-year total assets ($M) among Ta Realty LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$62M
Net Income$12M
Employer EIN043341880
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ta Realty LLC)

Sponsor-wide plan assets over time

All Ta Realty LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62M 52.997243527244486% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.4M $61.8M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 100 $40M
2023 1 116 $50M
2024 1 127 $62M

Nearby 401(k) Plans in Massachusetts

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

Ta Realty LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ta Realty LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.061748999 · Participants: 127Ta Realty LLC 401(k) Retirement Savings 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
Ta Realty LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ta Realty LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Ta Realty LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gentherm Retirement Savings Plan in MI ($62M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Ta Realty LLC 401(k) Retirement Savings Plan assets move in 2024? ▼
Ta Realty LLC 401(k) Retirement Savings Plan grew sharply - up 23.7% during 2024, from $50M to $62M. Reported net income was $12M.
How have Ta Realty LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ta Realty LLC's sponsor-wide assets grew 53.0%, from $40M to $62M.
Where does Ta Realty LLC 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ta Realty LLC 401(k) Retirement Savings Plan ranks in the 86th 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 Ta Realty LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gentherm Retirement Savings Plan in MI ($62M, 493 participants).
Which 401(k) plans cover a similar participant headcount to Ta Realty LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 043341880.

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.