401(k) · DOL Form 5500 · 2022

Taylor Retirement Services Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
26th
Percentile by assets National rank
$124,838
Avg per participant Near avg balance/head
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Official DOL plan name: Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Taylor Retirement Services Inc · Pennsylvania · Finance & Insurance

$1M in assets, 9 participants

Taylor Retirement Services Inc's Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,608 in Finance & Insurance (9,261 peers)

Taylor Retirement Services Inc multi-year trail

Taylor Retirement Services Inc's plans moved +87.5% in assets from 2022 to 2024; this filing shows Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust at $1M / 9 participants.

#1,608
in Finance & Insurance (9,261 peers)
+2.2%
assets growth YoY

Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,123,543 26th percentile higher than 26% 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 Retirement Services Inc 401(k) Profit Sharing Plan & Trust 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 Retirement Services Inc 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 202178219 · Taylor Retirement Services Inc PY 2022 · 401(k)

Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust · $1M · 9 · 26th

  • 5500 $1M
  • 5500 9
  • 5500 26th
  • 5500 401(k)
  • 5500 near Health Management of Kansas, Inc. 401(k) Plan
  • 5500 ind #1608

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Taylor Retirement Services Inc 401(k) Profit Sharing Plan & TrustTaylor Retirement Services I…$1MHealth Management of Kansas, Inc. 401(k) PlanHealth Management of Kansas,…$1MNorthwest Christian Credit Union 401(k) PlanNorthwest Christian Credit U…$1MHelene C Freeman, Md, PC Profit Sharing PlanHelene C Freeman, Md, PC Pro…$1MMobius Holdings Inc. 401(k) PlanMobius Holdings Inc. 401(k) …$1M
End-of-year total assets ($M) among Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Taylor Retirement Services Inc multi-year asset trail

Sponsor-wide plan assets over time

All Taylor Retirement Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 87.51004634446568% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.12M $2.11M ▲ +88.4%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 10 $2M
2024 1 11 $2M

Taylor Retirement Services Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$24K
Employer EIN202178219
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001123543 · Participants: 9Taylor Retirement Services Inc 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Health Management of Kansas, Inc. 401(k) Plan in KS ($1M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Retirement Services Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.2% during 2022, from $1M to $1M. Reported net income was $24K.
How have Taylor Retirement Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Retirement Services Inc's sponsor-wide assets grew 87.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Health Management of Kansas, Inc. 401(k) Plan in KS ($1M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Taylor Retirement Services Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 202178219.

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.