401(k) · DOL Form 5500 · 2022

Summers W. Taylor, III, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
35th
Percentile by assets National rank
$211,674
Avg per participant Above avg balance/head
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Official DOL plan name: Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan · Sponsored by Summers W. Taylor, III, M.D., P.C. · Alabama · Healthcare & Social Assistance

$2M in assets, 10 participants

Summers W. Taylor, III, M.D., P.C.'s Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,239 in Healthcare & Social Assistance (20,060 peers)

Summers W. Taylor, III, M.D., P.C. multi-year trail

Summers W. Taylor, III, M.D., P.C.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan at $2M / 10 participants.

#7,239
in Healthcare & Social Assistance (20,060 peers)
-11.8%
assets change YoY

The plan reported a net loss of $282K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$2,116,737 35th percentile higher than 35% 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

Summers W. Taylor, III, M.D., P.C. Profit Sharing 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. Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 631279487 · Summers W. Taylor, III, M.D., P.C. PY 2022 · 401(k)

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan · $2M · 10 · 35th

  • PHOTO $2M
  • PHOTO 10
  • PHOTO 35th
  • PHOTO 401(k)
  • PHOTO near 222 Investments, Inc. 401(k) Plan
  • PHOTO ind #7239

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 Alabama →

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan in the asset neighbourhood

Summers W. Taylor, III, M.D., P.C. Profit Sharing PlanSummers W. Taylor, III, M.D.…$2M222 Investments, Inc. 401(k) Plan222 Investments, Inc. 401(k)…$2MDatavizion, LLC 401(k) Profit Sharing PlanDatavizion, LLC 401(k) Profi…$2MCaraday Holdings LLC 401(k) PlanCaraday Holdings LLC 401(k) …$2MNinkasi Brewery, LLC 401(k) PlanNinkasi Brewery, LLC 401(k) …$2M
End-of-year total assets ($M) among Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Summers W. Taylor, III, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Summers W. Taylor, III, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.36819123018117% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.12M $2.72M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 9 $3M

Summers W. Taylor, III, M.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$282K
Employer EIN631279487
Plan Effective Date2016-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan, Total assets ($B): 0.002116737 · Participants: 10Summers W. Taylor, III, M.D., P.C. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is 222 Investments, Inc. 401(k) Plan in TX ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan assets move in 2022? ▼
Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan pulled back noticeably - down 11.8% during 2022, from $2M to $2M. Reported net income was -$282K.
How have Summers W. Taylor, III, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summers W. Taylor, III, M.D., P.C.'s sponsor-wide assets grew 28.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 222 Investments, Inc. 401(k) Plan in TX ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 631279487.

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.