401(k) · DOL Form 5500 · 2022

Nardella & Taylor, LLP 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
N/A
Participants Small participant base
63rd
Percentile by assets National rank
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Official DOL plan name: Nardella & Taylor Plan · Sponsored by Nardella & Taylor, LLP · Massachusetts · Professional & Technical Services

$9M in assets, N/A participants

Nardella & Taylor, LLP's Nardella & Taylor Plan reported $9M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,255 in Professional & Technical Services (21,562 peers)

Nardella & Taylor, LLP multi-year trail

Nardella & Taylor, LLP's plans moved +25.5% in assets from 2022 to 2024; this filing shows Nardella & Taylor Plan at $9M / N/A participants.

#13,255
in Professional & Technical Services (21,562 peers)
-22.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nardella & Taylor Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nardella & Taylor Plan vs every filed plan by assets

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

$9,079,342 Top 37% higher than 63% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 042979611 · Nardella & Taylor, LLP PY 2022 · 401(k)

Nardella & Taylor Plan · $9M · N/A · 63rd

  • PCT $9M
  • EIN N/A
  • RANK 63rd
  • PHOTO 401(k)
  • IND near Lew a. Cummings Co., Inc. 401(k) Profit Sharing Plan and Trust
  • EOY ind #13255

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Nardella & Taylor Plan in the asset neighbourhood

Nardella & Taylor Plan$9MLew a. Cummings Co., Inc. 401(k) Profit Sharing Plan and TrustLew a. Cummings Co., Inc. 40…$9MTempositions, Inc. 401(k) PlanTempositions, Inc. 401(k) Pl…$9MSilver Springs Bottled Water Co. Employees Savings TrustSilver Springs Bottled Water…$9MJohn Bowman, Inc. Employee 401(k) PlanJohn Bowman, Inc. Employee 4…$9M
End-of-year total assets ($M) among Nardella & Taylor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nardella & Taylor, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Nardella & Taylor, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 25.539725235595267% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.08M $11.4M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 N/A $9M
2023 1 29 $12M
2024 1 N/A $11M

Nardella & Taylor, LLP filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN042979611
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Nardella & Taylor Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Nardella & Taylor Plan, Total assets ($B): 0.009079342 · Participants: 0Nardella & Taylor PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Nardella & Taylor Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Nardella & Taylor Plan's closest out-of-state 401(k) peers by assets

Outside Massachusetts, the nearest 401(k) by end-of-year assets is Lew a. Cummings Co., Inc. 401(k) Profit Sharing Plan and Trust in NH at $9M (this filing: $9M).

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 Nardella & Taylor Plan assets move in 2022?
Nardella & Taylor Plan declined sharply - down 22.6% during 2022, from $12M to $9M. Reported net income was -$3M.
How have Nardella & Taylor, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Nardella & Taylor, LLP's sponsor-wide assets grew 25.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Nardella & Taylor Plan?
Among 401(k) plans in other states, the closest by assets is Lew a. Cummings Co., Inc. 401(k) Profit Sharing Plan and Trust in NH ($9M, 80 participants).