401(k) · DOL Form 5500 · 2024
Tao Group Operating, LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 3,055
- Participants Above avg headcount
- 75th
- Percentile by assets National rank
- $8,556
- Avg per participant Low balance/head
Official DOL plan name: Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Tao Group Operating, LLC · New York · Food Services & Accommodation
$26M in assets, 3,055 participants
Tao Group Operating, LLC's Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 3,055 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.
- #3,420 in Food Services & Accommodation (3,672 peers)
Coverage in New York
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust covers 3,055 participants in New York, 3.8x the typical New York plan (state average ~798 per filing). Assets: $26M.
- #3,420
- in Food Services & Accommodation (3,672 peers)
- +40.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,139,082 Top 25% higher than 75% 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
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust'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. Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust lands in the large band (3,055 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 2,887 in the plan year 2023 filing to 3,055 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 814574674 · Tao Group Operating, LLC PY 2024 · 401(k)
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust · $26M · 3,055 · 75th
- NET $26M
- NET 3,055
- NET 75th
- NET 401(k)
- NET near Distributing Services 401(k) Plan
- NET ind #3420
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 Food Services & Accommodation retirement plans → · Plans in New York →
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $8M |
| Employer EIN | 814574674 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tao Group Operating, LLC)
Sponsor-wide plan assets over time
All Tao Group Operating, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 107.14588043776044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,958 | $13M |
| 2023 | 1 | 2,887 | $19M |
| 2024 | 1 | 3,055 | $26M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Distributing Services 401(k) Plan in TN ($26M); by covered participants it is University of Louisville Physicians, Inc. Profit Sharing Plan in KY (3,055 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Distributing Services 401(k) Plan (TN) $26M · 1,078
- Hand Surgery Associates of Indiana, Inc. 401(k) Plan (IN) $26M · 115
- Flint Plumbing Defined Contribution Fund (MI) $26M · 568
- Journey Group 401(k) Plan (SD) $26M · 304
Similar participant headcount
Nearest other-state filings by covered participants (3,055 participants); asset peers above are excluded.
- University of Louisville Physicians, Inc. Profit Sharing Plan (KY) 3,055 · 0 off
- Fresh Thyme Market 401(k) Plan (IL) 3,056 · 1 off
- America First Credit Union 401(k) Plan and Trust (UT) 3,054 · 1 off
- Coherent Corp. 401(k) Profit Sharing Plan (PA) 3,054 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.