401(k) · DOL Form 5500 · 2024

Taconic Innovations, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
312
Participants Below avg headcount
37th
Percentile by assets National rank
$11,892
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Taconic Innovations Inc. · Sponsored by Taconic Innovations, Inc. · New York · Healthcare & Social Assistance

$4M in assets, 312 participants

Taconic Innovations, Inc.'s 403(b) Thrift Plan of Taconic Innovations Inc. reported $4M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,486 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

403(b) Thrift Plan of Taconic Innovations Inc. covers 312 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $4M.

#6,486
in Healthcare & Social Assistance (16,916 peers)
+18.4%
assets growth YoY

403(b) Thrift Plan of Taconic Innovations Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Taconic Innovations Inc. vs every filed plan by assets

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

$3,710,180 37th percentile higher than 37% 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

403(b) Thrift Plan of Taconic Innovations Inc. 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. 403(b) Thrift Plan of Taconic Innovations Inc. sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Taconic Innovations Inc. reported participants rose from 257 in the plan year 2023 filing to 312 in the plan year 2024 filing.
  • 403(b) Thrift Plan of Taconic Innovations Inc. end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Taconic Innovations Inc. reported net income fell from $686K in the plan year 2023 filing to $577K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 223729121 · Taconic Innovations, Inc. PY 2024 · 401(k)

403(b) Thrift Plan of Taconic Innovations Inc. · $4M · 312 · 37th

  • EOY $4M
  • 5500 312
  • ASSETS 37th
  • PCT 401(k)
  • EIN near Gmrg 401(k) Plan
  • RANK ind #6486

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 →

403(b) Thrift Plan of Taconic Innovations Inc. in the asset neighbourhood

403(b) Thrift Plan of Taconic Innovations Inc.403(b) Thrift Plan of Taconi…$4MGmrg 401(k) Plan$4MDms Ventures, Inc. 401(k) PlanDms Ventures, Inc. 401(k) Pl…$4MInvestigative Group International 401(k) Profit Sharing Plan and TrustInvestigative Group Internat…$4MMgm Dental PC Profit Sharing Plan & TrustMgm Dental PC Profit Sharing…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Taconic Innovations Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$577K
Employer EIN223729121
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taconic Innovations, Inc.)

Sponsor-wide plan assets over time

All Taconic Innovations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.405213406266554% vs 2023
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 20232024 $3.13M $3.71M ▲ +18.5%
Year Plans Participants Total Assets
2023 1 257 $3M
2024 1 312 $4M

Nearby 401(k) Plans in New York

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

403(b) Thrift Plan of Taconic Innovations Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 403(b) Thrift Plan of Taconic Innovations Inc., Total assets ($B): 0.00371018 · Participants: 312403(b) Thrift Plan of Taconic Innovations Inc.IBM 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
403(b) Thrift Plan of Taconic Innovations Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Taconic Innovations Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Taconic Innovations Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gmrg 401(k) Plan in KS ($4M); by covered participants it is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 403(b) Thrift Plan of Taconic Innovations Inc. assets move in 2024? ▼
403(b) Thrift Plan of Taconic Innovations Inc. grew sharply - up 18.4% during 2024, from $3M to $4M. Reported net income was $577K.
How have Taconic Innovations, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Taconic Innovations, Inc.'s sponsor-wide assets grew 18.4%, from $3M to $4M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Taconic Innovations Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Gmrg 401(k) Plan in KS ($4M, 724 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Taconic Innovations Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants, $115M 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 223729121.

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.