Profit Sharing · DOL Form 5500 · 2022

Taylor Legacy, Inc. Profit Sharing Plan

Data updated 2026-08-25

$893K
Total assets Small plan by assets
6
Participants Small participant base
24th
Percentile by assets National rank
$148,877
Avg per participant Above avg balance/head
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Official DOL plan name: Taylor Legacy, Inc. Retirement Plan · Sponsored by Taylor Legacy, Inc. · Alabama · Wholesale Trade

$893K in assets, 6 participants

Taylor Legacy, Inc.'s Taylor Legacy, Inc. Retirement Plan reported $893K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #891 in Wholesale Trade (6,843 peers)

Taylor Legacy, Inc. multi-year trail

Taylor Legacy, Inc.'s plans moved +261.0% in assets from 2022 to 2024; this filing shows Taylor Legacy, Inc. Retirement Plan at $893K / 6 participants.

#891
in Wholesale Trade (6,843 peers)
+346.6%
assets growth YoY

Taylor Legacy, Inc. Retirement Plan among the smaller filed plans by assets

Taylor Legacy, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$893,262 24th percentile higher than 24% of 139,123 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 2022

Taylor Legacy, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor Legacy, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 473734408 · Taylor Legacy, Inc. PY 2022 · Profit Sharing

Taylor Legacy, Inc. Retirement Plan · $893K · 6 · 24th

  • EBSA $893K
  • EBSA 6
  • EBSA 24th
  • EBSA Profit Sharing
  • EBSA near Greenway Enterprises, Inc. Profit Sharing Plan
  • EBSA ind #891

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 Wholesale Trade retirement plans → · Plans in Alabama →

Taylor Legacy, Inc. Retirement Plan in the asset neighbourhood

Taylor Legacy, Inc. Retirement PlanTaylor Legacy, Inc. Retireme…$893KGreenway Enterprises, Inc. Profit Sharing PlanGreenway Enterprises, Inc. P…$893KLee a. Forestiere, M.D., P.a.$894KKeating Glass Corporation Profit Sharing PlanKeating Glass Corporation Pr…$894KAcs Technical Products, Inc. Profit Sharing Plan for Union EmployeesAcs Technical Products, Inc.…$894K
End-of-year total assets ($M) among Taylor Legacy, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Taylor Legacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Taylor Legacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 260.98054098349644% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.89M $3.22M ▲ +261.8%
Year Plans Participants Total Assets
2022 1 6 $893K
2023 1 5 $985K
2024 1 4 $3M

Taylor Legacy, Inc. filing trail (2022)

Total Assets (Beginning of Year)$200K
Net Assets (End of Year)$893K
Net Income$693K
Employer EIN473734408
Plan Effective Date2015-04-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Taylor Legacy, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -10010203040 Total assets ($M) Participants Taylor Legacy, Inc. Retirement Plan, Total assets ($M): 0.893262 · Participants: 6Taylor Legacy, Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
Taylor Legacy, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Taylor Legacy, Inc. Retirement Plan side-by-side with 3 peers →

Taylor Legacy, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Greenway Enterprises, Inc. Profit Sharing Plan in TN ($893K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Taylor Legacy, Inc. Retirement Plan assets move in 2022? ▼
Taylor Legacy, Inc. Retirement Plan surged - up 346.6% during 2022, from $200K to $893K. Reported net income was $693K.
How have Taylor Legacy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Legacy, Inc.'s sponsor-wide assets grew 261.0%, from $893K to $3M.
Where does Taylor Legacy, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Taylor Legacy, Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Taylor Legacy, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Greenway Enterprises, Inc. Profit Sharing Plan in TN ($893K, 24 participants).
Which Profit Sharing plans cover a similar participant headcount to Taylor Legacy, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473734408.

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.