Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan

401(k) · DOL Form 5500 · 2024

What the Filing Says About Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan

Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan is a 401(k) retirement plan sponsored by Taft Stettinius & Hollister LLP, headquartered in Ohio. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $849M in total end-of-year assets and covers 1,436 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 310541755, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $746M at the beginning of 2024 to $849M at year-end - up 13.8%. Net assets (after liabilities) closed the year at $849M, with reported net income of $103M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Taft Stettinius & Hollister LLP has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $541M to $893M, a gain of 65.2%, while reported participants moved from 1,867 to 1,887 (+1.1%). The strongest year on file by total sponsor assets was 2024 at $893M; the softest was 2022 at $541M. Year-by-year, sponsor-wide filings show: 2022 - $541M in assets across 4 plans covering 1,867 participants; 2023 - $778M in assets across 3 plans covering 1,754 participants; 2024 - $893M in assets across 2 plans covering 1,887 participants.

By assets, Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 8.5x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.