401(k) · DOL Form 5500 · 2024

Team Tag Services, LLC 401(k) Plan

Data updated 2026-08-25

$597M
Total assets Above avg plan size
20,662
Participants Very large workforce
98th
Percentile by assets National rank
$28,889
Avg per participant Low balance/head
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Official DOL plan name: Tag the Aspen Group 401(k) Plan · Sponsored by Team Tag Services, LLC · New York · Healthcare & Social Assistance

$597M in assets, 20,662 participants

Team Tag Services, LLC's Tag the Aspen Group 401(k) Plan reported $597M in total assets and 20,662 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,509 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Tag the Aspen Group 401(k) Plan covers 20,662 participants in New York, 26x the typical New York plan (state average ~798 per filing). Assets: $597M.

#16,509
in Healthcare & Social Assistance (16,916 peers)
+28.0%
assets growth YoY
6.0×
vs typical plan assets (national mean)

Tag the Aspen Group 401(k) Plan's outsized position by total assets

Tag the Aspen Group 401(k) Plan vs every filed plan by assets

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

$596,905,952 Top 2% higher than 98% 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

Tag the Aspen Group 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tag the Aspen Group 401(k) Plan is a mega filing (20,662 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tag the Aspen Group 401(k) Plan end-of-year assets rose from $466M in the plan year 2023 filing to $597M in the plan year 2024 filing.
  • Tag the Aspen Group 401(k) Plan reported net income fell from $139M in the plan year 2023 filing to $131M in the plan year 2024 filing.
  • Tag the Aspen Group 401(k) Plan reported participants rose from 20,569 in the plan year 2023 filing to 20,662 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 881639559 · Team Tag Services, LLC PY 2024 · 401(k)

Tag the Aspen Group 401(k) Plan · $597M · 20,662 · 98th

  • EOY $597M
  • EOY 20,662
  • EOY 98th
  • EOY 401(k)
  • EOY near Cno 401(k) Plan
  • EOY ind #16509

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Tag the Aspen Group 401(k) Plan in the asset neighbourhood

Simon Property Group and Adopting Entities Matching Savings PlanSimon Property Group and Ado…$598MDirectv Retirement Savings PlanDirectv Retirement Savings P…$597MCno 401(k) Plan$597MTag the Aspen Group 401(k) PlanTag the Aspen Group 401(k) P…$597MInspire Brands, Inc. 401(k) Retirement PlanInspire Brands, Inc. 401(k) …$596M
End-of-year total assets ($M) among Tag the Aspen Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$466M
Net Assets (End of Year)$597M
Net Income$131M
Employer EIN881639559
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Team Tag Services, LLC)

Sponsor-wide plan assets over time

All Team Tag Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$597M 28.0188654645893% vs 2023
2024 filing year
$450M$500M$550M$600M$650M 20232024 $466M $597M ▲ +28.0%
Year Plans Participants Total Assets
2023 1 20,569 $466M
2024 1 20,662 $597M

Nearby 401(k) Plans in New York

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

Tag the Aspen Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Tag the Aspen Group 401(k) Plan, Total assets ($B): 0.596905952 · Participants: 20662Tag the Aspen Group 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Tag the Aspen Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tag the Aspen Group 401(k) Plan side-by-side with 3 peers →

Tag the Aspen Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cno 401(k) Plan in IN ($597M); by covered participants it is Aramark Retirement Savings Plan for Salaried Employees in PA (20,664 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($597M here).

Similar participant headcount

Nearest other-state filings by covered participants (20,662 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 Tag the Aspen Group 401(k) Plan assets move in 2024? ▼
Tag the Aspen Group 401(k) Plan grew sharply - up 28.0% during 2024, from $466M to $597M. Reported net income was $131M.
How have Team Tag Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Team Tag Services, LLC's sponsor-wide assets grew 28.0%, from $466M to $597M.
Where does Tag the Aspen Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Tag the Aspen Group 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Tag the Aspen Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cno 401(k) Plan in IN ($597M, 3,452 participants).
Which 401(k) plans cover a similar participant headcount to Tag the Aspen Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aramark Retirement Savings Plan for Salaried Employees in PA (20,664 participants, $1.4B 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 881639559.

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.