401(k) · DOL Form 5500 · 2024
Tourgee & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 287
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $115,564
- Avg per participant Below avg balance/head
Official DOL plan name: Tai Retirement Savings Plan · Sponsored by Tourgee & Associates, Inc. · Maryland · Professional & Technical Services
$33M in assets, 287 participants
Tourgee & Associates, Inc.'s Tai Retirement Savings Plan reported $33M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,949 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Tai Retirement Savings Plan covers 287 participants in Maryland, about 31% of the average Maryland filer (state average ~929 per filing). Assets: $33M.
- #15,949
- in Professional & Technical Services (20,173 peers)
- +18.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Tai Retirement Savings Plan's outsized position by total assets
Tai Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,166,787 Top 21% higher than 79% 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
Tai Retirement Savings Plan 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. Tai Retirement Savings Plan sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tai Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Tai Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Tai Retirement Savings Plan reported participants rose from 269 in the plan year 2023 filing to 287 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521627382 · Tourgee & Associates, Inc. PY 2024 · 401(k)
Tai Retirement Savings Plan · $33M · 287 · 79th
- VS-ST $33M
- BOY 287
- SCH 79th
- EBSA 401(k)
- PART near Putzmeister America, Inc. 401(k) Plan
- TYPE ind #15949
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Tai Retirement Savings Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $5M |
| Employer EIN | 521627382 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tourgee & Associates, Inc.)
Sponsor-wide plan assets over time
All Tourgee & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 55.15054756561722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $21M |
| 2023 | 1 | 269 | $28M |
| 2024 | 1 | 287 | $33M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Tai Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Putzmeister America, Inc. 401(k) Plan in WI ($33M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Putzmeister America, Inc. 401(k) Plan (WI) $33M · 303
- Milsco Retirement Plan (WI) $33M · N/A
- Greenville National Bank Employees Savings Plan (OH) $33M · 98
- Greenpoint Technologies, Inc. 401(k) Plan (WA) $33M · 355
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Capital Excavation Company 401(k) Retirement Savings Plan (TX) 287 · 0 off
- Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) 287 · 0 off
- First Savings Bank Employees' Savings & Profit Sharing Plan (IN) 287 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.