401(k) · DOL Form 5500 · 2024
Ta Operating LLC 401(k) Plan
Data updated 2026-08-25
- $184M
- Total assets Near avg plan size
- 17,424
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $10,534
- Avg per participant Low balance/head
Official DOL plan name: Ta Operating LLC 401(k) Savings Plan · Sponsored by Ta Operating LLC · Ohio · Retail Trade
$184M in assets, 17,424 participants
Ta Operating LLC's Ta Operating LLC 401(k) Savings Plan reported $184M in total assets and 17,424 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,763 in Retail Trade (8,048 peers)
Coverage in Ohio
Ta Operating LLC 401(k) Savings Plan covers 17,424 participants in Ohio, 23x the typical Ohio plan (state average ~765 per filing). Assets: $184M.
- #7,763
- in Retail Trade (8,048 peers)
- +7.7%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Ta Operating LLC 401(k) Savings Plan's outsized position by total assets
Ta Operating LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$183,545,647 Top 6% higher than 94% 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
Ta Operating LLC 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ta Operating LLC 401(k) Savings Plan is a mega filing (17,424 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ta Operating LLC 401(k) Savings Plan reported net income fell from $23M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Ta Operating LLC 401(k) Savings Plan end-of-year assets rose from $170M in the plan year 2023 filing to $184M in the plan year 2024 filing.
- Ta Operating LLC 401(k) Savings Plan reported participants rose from 17,241 in the plan year 2023 filing to 17,424 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 341747077 · Ta Operating LLC PY 2024 · 401(k)
Ta Operating LLC 401(k) Savings Plan · $184M · 17,424 · 94th
- BOY $184M
- BOY 17,424
- BOY 94th
- BOY 401(k)
- BOY near Finthrive 401(k) Plan
- BOY ind #7763
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 Retail Trade retirement plans → · Plans in Ohio →
Ta Operating LLC 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $183M |
| Net Income | $13M |
| Employer EIN | 341747077 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ta Operating LLC)
Sponsor-wide plan assets over time
All Ta Operating LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 24.52455374087178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16,810 | $147M |
| 2023 | 1 | 17,241 | $170M |
| 2024 | 1 | 17,424 | $184M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for Ta Operating LLC 401(k) Savings Plan
Ta Operating LLC 401(k) Savings Plan reports $184M in end-of-year assets across 17,424 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $10,534 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $13M.
This plan identity (EIN 341747077, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $147M to $184M (+24.5%) while covered participants moved from 16,810 to 17,424 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,810 | $147M | Open filing |
| 2023 | 17,241 | $170M | Open filing |
| 2024 · index core | 17,424 | $184M | This page |
Ta Operating LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Finthrive 401(k) Plan in TX ($184M); by covered participants it is Addus Healthcare, Inc. 401(k) Plan in IL (17,421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184M here).
- Finthrive 401(k) Plan (TX) $184M · 1,218
- The Mutual Group 401(k) Plan (IA) $184M · 460
- Stites & Harbison, PLLC Restated Security Plan I (KY) $184M · 313
- Acadian Ambulance Service, Inc. Profit Sharing 401(k) Plan (LA) $183M · 3,724
Similar participant headcount
Nearest other-state filings by covered participants (17,424 participants); asset peers above are excluded.
- Addus Healthcare, Inc. 401(k) Plan (IL) 17,421 · 3 off
- Sheetz, Inc. 401(k) Retirement Plan (PA) 17,459 · 35 off
- Bridgestone Americas, Inc. Incentive Savings Plan (TN) 17,463 · 39 off
- In-N-Out Burger Associates' Profit Sharing Plan (CA) 17,382 · 42 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.