401(k) · DOL Form 5500 · 2024

Nuwest Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
1,396
Participants Near avg headcount
74th
Percentile by assets National rank
$17,946
Avg per participant Low balance/head
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Official DOL plan name: Ta Group Holdings 401(k) Plan · Sponsored by Nuwest Group Holdings, LLC · Washington · Administrative & Support Services

$25M in assets, 1,396 participants

Nuwest Group Holdings, LLC's Ta Group Holdings 401(k) Plan reported $25M in total assets and 1,396 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #3,794 in Administrative & Support Services (4,368 peers)

Nuwest Group Holdings, LLC multi-year trail

Nuwest Group Holdings, LLC's plans moved +640.2% in assets from 2022 to 2024; this filing shows Ta Group Holdings 401(k) Plan at $25M / 1,396 participants.

#3,794
in Administrative & Support Services (4,368 peers)
+13.1%
assets growth YoY

Ta Group Holdings 401(k) Plan's outsized position by total assets

Ta Group Holdings 401(k) Plan vs every filed plan by assets

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

$25,052,088 Top 26% higher than 74% 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 Group Holdings 401(k) Plan's large-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 Group Holdings 401(k) Plan lands in the large band (1,396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ta Group Holdings 401(k) Plan reported participants rose from 608 in the plan year 2023 filing to 1,396 in the plan year 2024 filing.
  • Ta Group Holdings 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ta Group Holdings 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261383035 · Nuwest Group Holdings, LLC PY 2024 · 401(k)

Ta Group Holdings 401(k) Plan · $25M · 1,396 · 74th

  • PCT $25M
  • PCT 1,396
  • PCT 74th
  • PCT 401(k)
  • PCT near Carey International Inc 401(k) Retirement Plan
  • PCT ind #3794

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 Administrative & Support Services retirement plans → · Plans in Washington →

Ta Group Holdings 401(k) Plan in the asset neighbourhood

Ta Group Holdings 401(k) Plan$25MCarey International Inc 401(k) Retirement PlanCarey International Inc 401(…$25MHutton Corporation 401(k) PlanHutton Corporation 401(k) Pl…$25MHaven Savings Bank 401(k) PlanHaven Savings Bank 401(k) Pl…$25MStonewall Kitchen, LLC 401(k) Profit Sharing PlanStonewall Kitchen, LLC 401(k…$25M
End-of-year total assets ($M) among Ta Group Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nuwest Group Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Nuwest Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 640.1673200080835% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $3.38M $25.1M ▲ +641.1%
Year Plans Participants Total Assets
2022 1 597 $3M
2023 1 608 $22M
2024 1 1,396 $25M

Nuwest Group Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN261383035
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Ta Group Holdings 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Ta Group Holdings 401(k) Plan, Total assets ($B): 0.025052088 · Participants: 1396Ta Group Holdings 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Ta Group Holdings 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Ta Group Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Carey International Inc 401(k) Retirement Plan in MD ($25M); by covered participants it is Winebow 401(k) Plan in VA (1,396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,396 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 Group Holdings 401(k) Plan assets move in 2024?
Ta Group Holdings 401(k) Plan grew at a solid clip - up 13.1% during 2024, from $22M to $25M. Reported net income was $3M.
How have Nuwest Group Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Nuwest Group Holdings, LLC's sponsor-wide assets grew 640.2%, from $3M to $25M.
Which 401(k) plans are similar in size to Ta Group Holdings 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Carey International Inc 401(k) Retirement Plan in MD ($25M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Ta Group Holdings 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Winebow 401(k) Plan in VA (1,396 participants, $144M in assets).