401(k) · DOL Form 5500 · 2024

Tait & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
181
Participants Below avg headcount
75th
Percentile by assets National rank
$145,660
Avg per participant Above avg balance/head
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Official DOL plan name: Tait & Associates, Inc. 401(k) Savings Plan · Sponsored by Tait & Associates, Inc. · California · Professional & Technical Services

$26M in assets, 181 participants

Tait & Associates, Inc.'s Tait & Associates, Inc. 401(k) Savings Plan reported $26M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,165 in Professional & Technical Services (20,173 peers)

Coverage in California

Tait & Associates, Inc. 401(k) Savings Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $26M.

#15,165
in Professional & Technical Services (20,173 peers)
+8.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tait & Associates, Inc. 401(k) Savings Plan's outsized position by total assets

Tait & Associates, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$26,364,525 Top 25% higher than 75% 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

Tait & Associates, Inc. 401(k) 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. Tait & Associates, Inc. 401(k) Savings Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tait & Associates, Inc. 401(k) Savings Plan reported participants rose from 99 in the plan year 2023 filing to 181 in the plan year 2024 filing.
  • Tait & Associates, Inc. 401(k) Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Tait & Associates, Inc. 401(k) Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952395818 · Tait & Associates, Inc. PY 2024 · 401(k)

Tait & Associates, Inc. 401(k) Savings Plan · $26M · 181 · 75th

  • EIN $26M
  • RANK 181
  • PHOTO 75th
  • IND 401(k)
  • EOY near Harrison Memorial Hospital 401(k) Retirement Plan
  • 5500 ind #15165

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 California →

Tait & Associates, Inc. 401(k) Savings Plan in the asset neighbourhood

David a. Bramble Inc. 401(k) Profit Sharing Plan and TrustDavid a. Bramble Inc. 401(k)…$26MTait & Associates, Inc. 401(k) Savings PlanTait & Associates, Inc. 401(…$26MHarrison Memorial Hospital 401(k) Retirement PlanHarrison Memorial Hospital 4…$26M401(k) Profit Sharing Plan for Employees of La Clinica De Familia, Incorporated401(k) Profit Sharing Plan f…$26MOx Industries 401(k) Plan$26M
End-of-year total assets ($M) among Tait & Associates, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN952395818
Plan Effective Date1977-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tait & Associates, Inc.)

Sponsor-wide plan assets over time

All Tait & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 30.805150595832785% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.4M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 187 $20M
2023 1 99 $24M
2024 1 181 $26M

Nearby 401(k) Plans in California

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

Tait & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tait & Associates, Inc. 401(k) Savings Plan, Total assets ($B): 0.026364525 · Participants: 181Tait & Associates, Inc. 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Tait & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tait & Associates, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Tait & Associates, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Harrison Memorial Hospital 401(k) Retirement Plan in KY ($26M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Tait & Associates, Inc. 401(k) Savings Plan assets move in 2024? ▼
Tait & Associates, Inc. 401(k) Savings Plan grew at a solid clip - up 8.6% during 2024, from $24M to $26M. Reported net income was $2M.
How have Tait & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tait & Associates, Inc.'s sponsor-wide assets grew 30.8%, from $20M to $26M.
Where does Tait & Associates, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Tait & Associates, Inc. 401(k) Savings Plan ranks in the 75th 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 Tait & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harrison Memorial Hospital 401(k) Retirement Plan in KY ($26M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Tait & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants, N/A 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 952395818.

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.