Department of Labor filing

TA ASSOCIATES MANAGEMENT L.P.

TA ASSOCIATES PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$35,092

Reported employer contributions per active participant.

Higher than about 99% of comparable plans

#People in the filing

208

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$2,135 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 1% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions99th percentileTypical peer $5,330 · based on 410 comparable plans

Lower reported administrative expense1st percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, TA ASSOCIATES MANAGEMENT L.P. reported $7,299,228 in employer contributions across the plan and 208 active participants. That works out to $35,092 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy49%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 19.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 83.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $7,299,228
Participant contributions: $3,142,191
Other contributions: $3,966,808
Employer share of reported contributions: 69.9%
Beginning assets: $587,826,738
Ending assets: $655,613,703
Ending net assets: $653,203,788
Ending liabilities: $2,409,915
Total income: $75,666,927
Total expenses: $8,026,589
Administrative expenses: $870,969
Participant loans: $325,732

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$29,488

2023

$33,809

2024

$35,092

Plan-paid administrative expenses per participant

2022

$12,775

2023

$3,938

2024

$2,135

Active participants

2022

192

2023

202

2024

208

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$35,092	208	655.6M	20251014130322NAL0002838097001
2023	$33,809	202	587.8M	20241011114730NAL0022691969001
2022	$29,488	192	540.3M	20231006141726NAL0014699187001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 043205796-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1976
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2G2J2R

Current plan terms

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Filing ACK_ID20251014130322NAL0002838097001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗