401(k) · DOL Form 5500 · 2024

Taxhawk, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
142
Participants Small participant base
80th
Percentile by assets National rank
$257,060
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Income Security Plan-Taxhawk, Inc. · Sponsored by Taxhawk, Inc. · Utah · Information & Media

$37M in assets, 142 participants

Taxhawk, Inc.'s Retirement Income Security Plan-Taxhawk, Inc. reported $37M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,057 in Information & Media (2,822 peers)

Coverage in Utah

Retirement Income Security Plan-Taxhawk, Inc. covers 142 participants in Utah, about 24% of the average Utah filer (state average ~592 per filing). Assets: $37M.

#2,057
in Information & Media (2,822 peers)
+25.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Retirement Income Security Plan-Taxhawk, Inc.'s outsized position by total assets

Retirement Income Security Plan-Taxhawk, Inc. vs every filed plan by assets

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

$36,502,544 Top 20% higher than 80% 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

Retirement Income Security Plan-Taxhawk, Inc. 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. Retirement Income Security Plan-Taxhawk, Inc. sits mid-pack in the medium band (142 participants).

DOL schedule card

Filing strip 861018210 · Taxhawk, Inc. PY 2024 · 401(k)

Retirement Income Security Plan-Taxhawk, Inc. · $37M · 142 · 80th

  • ASSETS $37M
  • PCT 142
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Orbital Engineering, Inc. 401(k) Retirement Savings Plan
  • IND ind #2057

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 Information & Media retirement plans → · Plans in Utah →

Retirement Income Security Plan-Taxhawk, Inc. in the asset neighbourhood

Ufcw Investment Savings Plan and TrustUfcw Investment Savings Plan…$37MRetirement Income Security Plan-Taxhawk, Inc.Retirement Income Security P…$37MOrbital Engineering, Inc. 401(k) Retirement Savings PlanOrbital Engineering, Inc. 40…$37MWorld Relief 401(k) Plan$36MService Wire Company Employees' Retirement and Savings ProgramService Wire Company Employe…$36M
End-of-year total assets ($M) among Retirement Income Security Plan-Taxhawk, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN861018210
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Retirement Income Security Plan-Taxhawk, Inc. vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Retirement Income Security Plan-Taxhawk, Inc., Total assets ($B): 0.036502544 · Participants: 142Retirement Income Security Plan-Taxhawk, Inc.Intermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Retirement Income Security Plan-Taxhawk, Inc. vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Retirement Income Security Plan-Taxhawk, Inc. side-by-side with 3 peers →

Retirement Income Security Plan-Taxhawk, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Orbital Engineering, Inc. 401(k) Retirement Savings Plan in PA ($37M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Retirement Income Security Plan-Taxhawk, Inc. assets move in 2024? ▼
Retirement Income Security Plan-Taxhawk, Inc. grew sharply - up 25.6% during 2024, from $29M to $37M. Reported net income was $7M.
Where does Retirement Income Security Plan-Taxhawk, Inc. rank by assets among Form 5500 filers? ▼
Retirement Income Security Plan-Taxhawk, Inc. ranks in the 80th 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 Retirement Income Security Plan-Taxhawk, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Orbital Engineering, Inc. 401(k) Retirement Savings Plan in PA ($37M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Income Security Plan-Taxhawk, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 861018210.

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.