401(k) · DOL Form 5500 · 2024

Tait, LLC 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
934
Participants Near avg headcount
88th
Percentile by assets National rank
$80,194
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tait 401(k) Plan · Sponsored by Tait, LLC · Pennsylvania · Transportation & Warehousing

$75M in assets, 934 participants

Tait, LLC's Tait 401(k) Plan reported $75M in total assets and 934 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,840 in Transportation & Warehousing (3,299 peers)

Where Tait 401(k) Plan sits by assets

Tait 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 934 participants (~$80,194/participant), up 27.3% in 2024.

#2,840
in Transportation & Warehousing (3,299 peers)
+27.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Tait 401(k) Plan's outsized position by total assets

Tait 401(k) Plan vs every filed plan by assets

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

$74,901,009 Top 12% higher than 88% 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

Tait 401(k) 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. Tait 401(k) Plan sits mid-pack in the medium band (934 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tait 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Tait 401(k) Plan reported participants rose from 814 in the plan year 2023 filing to 934 in the plan year 2024 filing.
  • Tait 401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 834051704 · Tait, LLC PY 2024 · 401(k)

Tait 401(k) Plan · $75M · 934 · 88th

  • SCH $75M
  • SCH 934
  • SCH 88th
  • SCH 401(k)
  • SCH near Biocryst Pharmaceuticals, Inc. 401(k) Retirement Plan
  • SCH ind #2840

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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

Tait 401(k) Plan in the asset neighbourhood

Landesbank Hessen-Thuringen Girozentrale - New York Branch 401(k) Plan & TrustLandesbank Hessen-Thuringen …$75MTait 401(k) Plan$75MBiocryst Pharmaceuticals, Inc. 401(k) Retirement PlanBiocryst Pharmaceuticals, In…$75MInserra Supermarkets, Inc. Profit Sharing 401(k) PlanInserra Supermarkets, Inc. P…$75MPretium Packaging LLC 401(k) Savings & Investment PlanPretium Packaging LLC 401(k)…$75M
End-of-year total assets ($M) among Tait 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$75M
Net Income$16M
Employer EIN834051704
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tait, LLC)

Sponsor-wide plan assets over time

All Tait, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 73.86565389237127% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $43.1M $74.9M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 494 $43M
2023 1 814 $59M
2024 1 934 $75M

Nearby 401(k) Plans in Pennsylvania

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

Tait 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Tait 401(k) Plan, Total assets ($B): 0.074901009 · Participants: 934Tait 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Tait 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Tait 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Biocryst Pharmaceuticals, Inc. 401(k) Retirement Plan in NC ($75M); by covered participants it is Culinaire 401(k) Plan in TX (934 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (934 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 Tait 401(k) Plan assets move in 2024?
Tait 401(k) Plan grew sharply - up 27.3% during 2024, from $59M to $75M. Reported net income was $16M.
How have Tait, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Tait, LLC's sponsor-wide assets grew 73.9%, from $43M to $75M.
Where does Tait 401(k) Plan rank by assets among Form 5500 filers?
Tait 401(k) Plan ranks in the 88th 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 Tait 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Biocryst Pharmaceuticals, Inc. 401(k) Retirement Plan in NC ($75M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Tait 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Culinaire 401(k) Plan in TX (934 participants, $10M in assets).