ESOP · DOL Form 5500 · 2022

Taylor Engineering, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
40
Participants Small participant base
37th
Percentile by assets National rank
$61,200
Avg per participant Low balance/head
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Official DOL plan name: Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Taylor Engineering, Inc. · Florida · Professional & Technical Services

$2M in assets, 40 participants

Taylor Engineering, Inc.'s Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,286 in Professional & Technical Services (21,562 peers)

Taylor Engineering, Inc. multi-year trail

Taylor Engineering, Inc.'s plans moved +114.0% in assets from 2022 to 2024; this filing shows Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust at $2M / 40 participants.

#7,286
in Professional & Technical Services (21,562 peers)
-15.4%
assets change YoY

The plan reported a net loss of $395K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,448,017 37th percentile higher than 37% 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 Engineering, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust is a small filing (40 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 592850478 · Taylor Engineering, Inc. PY 2022 · ESOP

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust · $2M · 40 · 37th

  • BOOK $2M
  • BOOK 40
  • BOOK 37th
  • BOOK ESOP
  • BOOK near Engineering and Environmental Consultants, Inc. Employee Stock Ownership Plan
  • BOOK ind #7286

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 What is an ESOP? → · Plans in Florida →

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Silke Communications Solutions, Inc. Employee Stock Ownership PlanSilke Communications Solutio…$2MTaylor Engineering, Inc. Employee Stock Ownership Plan and TrustTaylor Engineering, Inc. Emp…$2MEngineering and Environmental Consultants, Inc. Employee Stock Ownership PlanEngineering and Environmenta…$2MLee Supply Corp. Employee Stock Ownership PlanLee Supply Corp. Employee St…$2MModern Metals Foundry, Inc. Employee Stock Ownership Plan and TrustModern Metals Foundry, Inc. …$2M
End-of-year total assets ($M) among Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Taylor Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 114.00721481917813% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.45M $5.24M ▲ +113.9%
Year Plans Participants Total Assets
2022 1 40 $2M
2023 1 47 $4M
2024 1 47 $5M

Taylor Engineering, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$395K
Employer EIN592850478
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.002448017 · Participants: 40Taylor Engineering, Inc. Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Engineering and Environmental Consultants, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Engineering, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 15.4% during 2022, from $3M to $2M. Reported net income was -$395K.
How have Taylor Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Engineering, Inc.'s sponsor-wide assets grew 114.0%, from $2M to $5M.
Which ESOP plans are similar in size to Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Engineering and Environmental Consultants, Inc. Employee Stock Ownership Plan in AZ ($2M, 32 participants).
Which ESOP plans cover a similar participant headcount to Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A 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 592850478.

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.