401(k) · DOL Form 5500 · 2024

Tao Group Operating, LLC 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
3,055
Participants
75th
Percentile by assets
$8,556
Avg per participant
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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.

  • 75th percentile by assets (of 123,622 plans)
  • #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.

$26M
total plan assets (2024 EOY)
3,055
covered participants
75th
percentile by assets (of 123,622 plans)
$8,556
avg assets per participant

Where Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
New York
Industry
Food Services & Accommodation

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust reports 3,055 participants - 3.8x that state average ($26M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$8M
Employer EIN814574674
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tao Group Operating, LLC)

$10M$15M$20M$25M$30M 202220232024 $12.6M $26.1M ▲ +107.1%
Total plan assets by year, all Tao Group Operating, LLC plans on file
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.

Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tao Group Operating,…, Total assets ($B): 0.026139082 · Participants: 3055Tao Group Operating,…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tao Group Operating, LLC 401(k) Profit S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust surged - up 40.7% during 2024, from $19M to $26M. Reported net income was $8M.
How have Tao Group Operating, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tao Group Operating, LLC's sponsor-wide assets grew 107.1%, from $13M to $26M.
Where does Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust 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 Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Distributing Services 401(k) Plan in TN ($26M, 1,078 participants).

Next read for Tao Group Operating, LLC 401(k) Profit S…

Filing takeaways

Ways to act on Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust's numbers.

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 814574674.

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.