Civic Intelligence

Ta Associates Management, L.P.

Plan context: Ta Associates Profit Sharing Trust

EIN 04-3205796 • 52 filings • 10 plans

Current Snapshot

Latest Year

2024

2024 Participants

208

2024 Assets

$655,613,703

2024 Contributions

$14,408,227

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$655,613,703$327,806,852$0199920142024YearValue
$655,613,703Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2081040199920122024YearValue
208Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242208$655,613,703$14,408,227$69,270iApproximate average salary by contribution assumption: employee only about $1,731,758 at 4% or $1,154,505 at 6%; with 50% employer match about $1,154,505 at 4% or $769,670 at 6%; with 100% employer match about $865,879 at 4% or $577,253 at 6%.
Ta Associates Profit Sharing Trust-208$655,613,703$14,408,227$69,270iApproximate average salary by contribution assumption: employee only about $1,731,758 at 4% or $1,154,505 at 6%; with 50% employer match about $1,154,505 at 4% or $769,670 at 6%; with 100% employer match about $865,879 at 4% or $577,253 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-202---
20232204$587,826,738$9,625,349$47,183iApproximate average salary by contribution assumption: employee only about $1,179,577 at 4% or $786,385 at 6%; with 50% employer match about $786,385 at 4% or $524,256 at 6%; with 100% employer match about $589,789 at 4% or $393,192 at 6%.
Ta Associates Profit Sharing Trust-202$587,826,738$9,625,349$47,650iApproximate average salary by contribution assumption: employee only about $1,191,256 at 4% or $794,171 at 6%; with 50% employer match about $794,171 at 4% or $529,447 at 6%; with 100% employer match about $595,628 at 4% or $397,085 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-204---
20222192$540,344,211$7,878,741$41,035iApproximate average salary by contribution assumption: employee only about $1,025,878 at 4% or $683,918 at 6%; with 50% employer match about $683,918 at 4% or $455,946 at 6%; with 100% employer match about $512,939 at 4% or $341,959 at 6%.
Ta Associates Profit Sharing Trust-192$540,344,211$7,878,741$41,035iApproximate average salary by contribution assumption: employee only about $1,025,878 at 4% or $683,918 at 6%; with 50% employer match about $683,918 at 4% or $455,946 at 6%; with 100% employer match about $512,939 at 4% or $341,959 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-166---
20212164$603,808,425$6,486,007$39,549iApproximate average salary by contribution assumption: employee only about $988,721 at 4% or $659,147 at 6%; with 50% employer match about $659,147 at 4% or $439,431 at 6%; with 100% employer match about $494,360 at 4% or $329,574 at 6%.
Ta Associates Profit Sharing Trust-157$603,808,425$6,486,007$41,312iApproximate average salary by contribution assumption: employee only about $1,032,804 at 4% or $688,536 at 6%; with 50% employer match about $688,536 at 4% or $459,024 at 6%; with 100% employer match about $516,402 at 4% or $344,268 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-164---
20202138$480,848,587$6,156,596$44,613iApproximate average salary by contribution assumption: employee only about $1,115,325 at 4% or $743,550 at 6%; with 50% employer match about $743,550 at 4% or $495,700 at 6%; with 100% employer match about $557,663 at 4% or $371,775 at 6%.
Ta Associates Profit Sharing Trust-135$480,848,587$6,156,596$45,604iApproximate average salary by contribution assumption: employee only about $1,140,110 at 4% or $760,074 at 6%; with 50% employer match about $760,074 at 4% or $506,716 at 6%; with 100% employer match about $570,055 at 4% or $380,037 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-138---
20192135$363,899,548$6,043,652$44,768iApproximate average salary by contribution assumption: employee only about $1,119,195 at 4% or $746,130 at 6%; with 50% employer match about $746,130 at 4% or $497,420 at 6%; with 100% employer match about $559,597 at 4% or $373,065 at 6%.
Ta Associates Profit Sharing Trust-135$363,899,548$6,043,652$44,768iApproximate average salary by contribution assumption: employee only about $1,119,195 at 4% or $746,130 at 6%; with 50% employer match about $746,130 at 4% or $497,420 at 6%; with 100% employer match about $559,597 at 4% or $373,065 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-135---
20182125$300,913,249$5,161,999$41,296iApproximate average salary by contribution assumption: employee only about $1,032,400 at 4% or $688,267 at 6%; with 50% employer match about $688,267 at 4% or $458,844 at 6%; with 100% employer match about $516,200 at 4% or $344,133 at 6%.
Ta Associates Profit Sharing Trust-122$300,913,249$5,161,999$42,311iApproximate average salary by contribution assumption: employee only about $1,057,787 at 4% or $705,191 at 6%; with 50% employer match about $705,191 at 4% or $470,127 at 6%; with 100% employer match about $528,893 at 4% or $352,596 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-125---
20172123$281,868,417$5,271,356$42,857iApproximate average salary by contribution assumption: employee only about $1,071,414 at 4% or $714,276 at 6%; with 50% employer match about $714,276 at 4% or $476,184 at 6%; with 100% employer match about $535,707 at 4% or $357,138 at 6%.
Ta Associates Profit Sharing Trust-123$281,868,417$5,271,356$42,857iApproximate average salary by contribution assumption: employee only about $1,071,414 at 4% or $714,276 at 6%; with 50% employer match about $714,276 at 4% or $476,184 at 6%; with 100% employer match about $535,707 at 4% or $357,138 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-116---
20162119$232,115,214$4,772,835$40,108iApproximate average salary by contribution assumption: employee only about $1,002,696 at 4% or $668,464 at 6%; with 50% employer match about $668,464 at 4% or $445,643 at 6%; with 100% employer match about $501,348 at 4% or $334,232 at 6%.
Ta Associates Profit Sharing Trust-119$232,115,214$4,772,835$40,108iApproximate average salary by contribution assumption: employee only about $1,002,696 at 4% or $668,464 at 6%; with 50% employer match about $668,464 at 4% or $445,643 at 6%; with 100% employer match about $501,348 at 4% or $334,232 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-112---
20152109$208,381,158$4,410,603$40,464iApproximate average salary by contribution assumption: employee only about $1,011,606 at 4% or $674,404 at 6%; with 50% employer match about $674,404 at 4% or $449,603 at 6%; with 100% employer match about $505,803 at 4% or $337,202 at 6%.
Ta Associates Profit Sharing Trust-109$208,381,158$4,410,603$40,464iApproximate average salary by contribution assumption: employee only about $1,011,606 at 4% or $674,404 at 6%; with 50% employer match about $674,404 at 4% or $449,603 at 6%; with 100% employer match about $505,803 at 4% or $337,202 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-108---
20142139$198,298,850$4,324,158$31,109iApproximate average salary by contribution assumption: employee only about $777,726 at 4% or $518,484 at 6%; with 50% employer match about $518,484 at 4% or $345,656 at 6%; with 100% employer match about $388,863 at 4% or $259,242 at 6%.
Ta Associates Profit Sharing Trust-104$198,298,850$4,324,158$41,578iApproximate average salary by contribution assumption: employee only about $1,039,461 at 4% or $692,974 at 6%; with 50% employer match about $692,974 at 4% or $461,983 at 6%; with 100% employer match about $519,731 at 4% or $346,487 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-139---
20132100$179,627,293$4,027,716$40,277iApproximate average salary by contribution assumption: employee only about $1,006,929 at 4% or $671,286 at 6%; with 50% employer match about $671,286 at 4% or $447,524 at 6%; with 100% employer match about $503,465 at 4% or $335,643 at 6%.
Ta Associates Profit Sharing Trust-100$179,627,293$4,027,716$40,277iApproximate average salary by contribution assumption: employee only about $1,006,929 at 4% or $671,286 at 6%; with 50% employer match about $671,286 at 4% or $447,524 at 6%; with 100% employer match about $503,465 at 4% or $335,643 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-97---
20122104$194,577,616$3,986,592$38,333iApproximate average salary by contribution assumption: employee only about $958,315 at 4% or $638,877 at 6%; with 50% employer match about $638,877 at 4% or $425,918 at 6%; with 100% employer match about $479,158 at 4% or $319,438 at 6%.
Ta Associates Profit Sharing Trust-104$194,577,616$3,986,592$38,333iApproximate average salary by contribution assumption: employee only about $958,315 at 4% or $638,877 at 6%; with 50% employer match about $638,877 at 4% or $425,918 at 6%; with 100% employer match about $479,158 at 4% or $319,438 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-104---
20112105$171,134,477$3,700,125$35,239iApproximate average salary by contribution assumption: employee only about $880,982 at 4% or $587,321 at 6%; with 50% employer match about $587,321 at 4% or $391,548 at 6%; with 100% employer match about $440,491 at 4% or $293,661 at 6%.
Ta Associates Profit Sharing Trust-101$171,134,477$3,700,125$36,635iApproximate average salary by contribution assumption: employee only about $915,873 at 4% or $610,582 at 6%; with 50% employer match about $610,582 at 4% or $407,054 at 6%; with 100% employer match about $457,936 at 4% or $305,291 at 6%.
Ta Associates Management, L.P. Group Benefits Plan-105---
2010199$159,482,842$3,460,152$34,951iApproximate average salary by contribution assumption: employee only about $873,776 at 4% or $582,517 at 6%; with 50% employer match about $582,517 at 4% or $388,345 at 6%; with 100% employer match about $436,888 at 4% or $291,259 at 6%.
Ta Associates Profit Sharing Trust-99$159,482,842$3,460,152$34,951iApproximate average salary by contribution assumption: employee only about $873,776 at 4% or $582,517 at 6%; with 50% employer match about $582,517 at 4% or $388,345 at 6%; with 100% employer match about $436,888 at 4% or $291,259 at 6%.
2009290$135,602,765$3,378,703$37,541iApproximate average salary by contribution assumption: employee only about $938,529 at 4% or $625,686 at 6%; with 50% employer match about $625,686 at 4% or $417,124 at 6%; with 100% employer match about $469,264 at 4% or $312,843 at 6%.
Ta Associates Profit Sharing Trust-90$135,602,765$1,129,640$12,552iApproximate average salary by contribution assumption: employee only about $313,789 at 4% or $209,193 at 6%; with 50% employer match about $209,193 at 4% or $139,462 at 6%; with 100% employer match about $156,894 at 4% or $104,596 at 6%.
TA ASSOCIATES MONEY PURCHASE PENSION PLAN-0-$2,249,063-
2008299$112,798,742$3,022,769$30,533iApproximate average salary by contribution assumption: employee only about $763,326 at 4% or $508,884 at 6%; with 50% employer match about $508,884 at 4% or $339,256 at 6%; with 100% employer match about $381,663 at 4% or $254,442 at 6%.
TA ASSOCIATES MONEY PURCHASE PENSION PLAN-99$96,721,866$2,138,706$21,603iApproximate average salary by contribution assumption: employee only about $540,077 at 4% or $360,052 at 6%; with 50% employer match about $360,052 at 4% or $240,034 at 6%; with 100% employer match about $270,039 at 4% or $180,026 at 6%.
Ta Associates Profit Sharing Trust-82$16,076,876$884,063$10,781iApproximate average salary by contribution assumption: employee only about $269,531 at 4% or $179,688 at 6%; with 50% employer match about $179,688 at 4% or $119,792 at 6%; with 100% employer match about $134,766 at 4% or $89,844 at 6%.
2007294$145,637,603$2,792,785$29,710iApproximate average salary by contribution assumption: employee only about $742,762 at 4% or $495,175 at 6%; with 50% employer match about $495,175 at 4% or $330,116 at 6%; with 100% employer match about $371,381 at 4% or $247,587 at 6%.
TA ASSOCIATES MONEY PURCHASE PENSION PLAN-94$124,061,290$1,871,970$19,915iApproximate average salary by contribution assumption: employee only about $497,864 at 4% or $331,910 at 6%; with 50% employer match about $331,910 at 4% or $221,273 at 6%; with 100% employer match about $248,932 at 4% or $165,955 at 6%.
Ta Associates Profit Sharing Trust-81$21,576,313$920,815$11,368iApproximate average salary by contribution assumption: employee only about $284,202 at 4% or $189,468 at 6%; with 50% employer match about $189,468 at 4% or $126,312 at 6%; with 100% employer match about $142,101 at 4% or $94,734 at 6%.
2006286$0$0-
Ta Associates Profit Sharing Trust-67---
TA ASSOCIATES MONEY PURCHASE PENSION PLAN-86---
2005281$84,132,063$1,566,350$19,338iApproximate average salary by contribution assumption: employee only about $483,441 at 4% or $322,294 at 6%; with 50% employer match about $322,294 at 4% or $214,863 at 6%; with 100% employer match about $241,721 at 4% or $161,147 at 6%.
TA ASSOCIATES MONEY PURCHASE PENSION PLAN-81$84,132,063$1,566,350$19,338iApproximate average salary by contribution assumption: employee only about $483,441 at 4% or $322,294 at 6%; with 50% employer match about $322,294 at 4% or $214,863 at 6%; with 100% employer match about $241,721 at 4% or $161,147 at 6%.
Ta Associates Profit Sharing Trust-65---
2004275$0$0-
Ta Associates Profit Sharing Trust-63---
Ta Associates Money Purchase Pension Plan & Trust-75---
2003270$0$0-
Ta Associates Profit Sharing Trust-60---
Ta Associates Money Purchase Pension Plan & Trust-70---
2002385$112,439,022$2,731,644$32,137iApproximate average salary by contribution assumption: employee only about $803,425 at 4% or $535,616 at 6%; with 50% employer match about $535,616 at 4% or $357,078 at 6%; with 100% employer match about $401,712 at 4% or $267,808 at 6%.
Ta Associates Money Purchase Pension Plan & Trust-85$56,219,511$1,365,822$16,068iApproximate average salary by contribution assumption: employee only about $401,712 at 4% or $267,808 at 6%; with 50% employer match about $267,808 at 4% or $178,539 at 6%; with 100% employer match about $200,856 at 4% or $133,904 at 6%.
Ta Associates Money Purchase Pension Plan & Trust-85$56,219,511$1,365,822$16,068iApproximate average salary by contribution assumption: employee only about $401,712 at 4% or $267,808 at 6%; with 50% employer match about $267,808 at 4% or $178,539 at 6%; with 100% employer match about $200,856 at 4% or $133,904 at 6%.
Ta Associates Profit Sharing Trust-66---
2001275$0$0-
Ta Associates Profit Sharing Trust-60---
Ta Associates Money Purchase Pension Plan & Trust-75---
2000277$0$0-
Ta Associates Money Purchase Pension Plan & Trust-65---
Ta Associates Profit Sharing Trust-77---
1999258$60,267,568$1,115,455$19,232iApproximate average salary by contribution assumption: employee only about $480,800 at 4% or $320,533 at 6%; with 50% employer match about $320,533 at 4% or $213,689 at 6%; with 100% employer match about $240,400 at 4% or $160,267 at 6%.
Ta Associates Money Purchase Pension Plan & Trust-58$54,008,380$879,708$15,167iApproximate average salary by contribution assumption: employee only about $379,184 at 4% or $252,790 at 6%; with 50% employer match about $252,790 at 4% or $168,526 at 6%; with 100% employer match about $189,592 at 4% or $126,395 at 6%.
Ta Associates Profit Sharing Trust-57$6,259,188$235,747$4,136iApproximate average salary by contribution assumption: employee only about $103,398 at 4% or $68,932 at 6%; with 50% employer match about $68,932 at 4% or $45,955 at 6%; with 100% employer match about $51,699 at 4% or $34,466 at 6%.