Money Purchase · DOL Form 5500 · 2022

Jim G. Taylor, O.D., P.C. Money Purchase Plan

Data updated 2026-08-25

$808K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$202,052
Avg per participant Above avg balance/head
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Official DOL plan name: Jim G. Taylor, O.D., P.C. Profit Sharing Plan · Sponsored by Jim G. Taylor, O.D., P.C. · Tennessee · Healthcare & Social Assistance

$808K in assets, 4 participants

Jim G. Taylor, O.D., P.C.'s Jim G. Taylor, O.D., P.C. Profit Sharing Plan reported $808K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,898 in Healthcare & Social Assistance (20,060 peers)

Jim G. Taylor, O.D., P.C. multi-year trail

Jim G. Taylor, O.D., P.C.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Jim G. Taylor, O.D., P.C. Profit Sharing Plan at $808K / 4 participants.

#3,898
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY

The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jim G. Taylor, O.D., P.C. Profit Sharing Plan among the smaller filed plans by assets

Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$808,209 23rd percentile higher than 23% 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

Jim G. Taylor, O.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. Jim G. Taylor, O.D., P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 620907405 · Jim G. Taylor, O.D., P.C. PY 2022 · Money Purchase

Jim G. Taylor, O.D., P.C. Profit Sharing Plan · $808K · 4 · 23rd

  • TYPE $808K
  • NET 4
  • BOOK 23rd
  • VS-ST Money Purchase
  • BOY near El Peterson Ranch Profit Sharing Plan
  • SCH ind #3898

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 Tennessee →

Jim G. Taylor, O.D., P.C. Profit Sharing Plan in the asset neighbourhood

Evergreen Farms, Inc Profit Sharing PlanEvergreen Farms, Inc Profit …$816KJim G. Taylor, O.D., P.C. Profit Sharing PlanJim G. Taylor, O.D., P.C. Pr…$808KEl Peterson Ranch Profit Sharing PlanEl Peterson Ranch Profit Sha…$810KConceptos Dentales Del Sur, Psc Retirement PlanConceptos Dentales Del Sur, …$804KRep Services, Inc. of California Money Purchase PlanRep Services, Inc. of Califo…$802K
End-of-year total assets ($M) among Jim G. Taylor, O.D., P.C. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Jim G. Taylor, O.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jim G. Taylor, O.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.362713110098998% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.81M $1.04M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 4 $808K
2023 1 5 $925K
2024 1 3 $1M

Jim G. Taylor, O.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$931K
Net Assets (End of Year)$808K
Net Income-$123K
Employer EIN620907405
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Jim G. Taylor, O.D., P.C. Profit Sharing Plan, Total assets ($B): 0.000808209 · Participants: 4Jim G. Taylor, O.D., P.C. Profit Sharing PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.721628674 · Participants: 10582Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.33110444 · Participants: 1999IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU.a. Local Union No. 614 Pension Plan, Total assets ($B): 0.166143137 · Participants: 1308U.a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.158666094 · Participants: 1481Midwest Pipe Trades Retirement PlanMillwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan, Total assets ($B): 0.097878043 · Participants: 853Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan
Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Jim G. Taylor, O.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

Jim G. Taylor, O.D., P.C. Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is El Peterson Ranch Profit Sharing Plan in MT ($810K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jim G. Taylor, O.D., P.C. Profit Sharing Plan assets move in 2022? ▼
Jim G. Taylor, O.D., P.C. Profit Sharing Plan pulled back noticeably - down 13.2% during 2022, from $931K to $808K. Reported net income was -$123K.
How have Jim G. Taylor, O.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim G. Taylor, O.D., P.C.'s sponsor-wide assets grew 28.4%, from $808K to $1M.
Where does Jim G. Taylor, O.D., P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jim G. Taylor, O.D., P.C. Profit Sharing Plan ranks in the 23rd 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 Money Purchase plans are similar in size to Jim G. Taylor, O.D., P.C. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is El Peterson Ranch Profit Sharing Plan in MT ($810K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Jim G. Taylor, O.D., P.C. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K 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 620907405.

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.