401(k) · DOL Form 5500 · 2022
Robert K. Taylor 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Rk Taylor & Associates 401(k) Plan · Sponsored by Robert K. Taylor · California · Professional & Technical Services
$5M in assets, 4 participants
Robert K. Taylor's Rk Taylor & Associates 401(k) Plan reported $5M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #10,178 in Professional & Technical Services (21,562 peers)
2022 asset change
Rk Taylor & Associates 401(k) Plan declined sharply 15.6% in 2022 ($6M → $5M) for 4 participants.
- #10,178
- in Professional & Technical Services (21,562 peers)
- -15.6%
- assets change YoY
The plan reported a net loss of $874K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rk Taylor & Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Rk Taylor & Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,729,161 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rk Taylor & Associates 401(k) 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. Rk Taylor & Associates 401(k) Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 680463317 · Robert K. Taylor PY 2022 · 401(k)
Rk Taylor & Associates 401(k) Plan · $5M · 4 · 49th
- EBSA $5M
- EBSA 4
- EBSA 49th
- EBSA 401(k)
- EBSA near Color Communications, LLC 401(k) Retirement Plan
- EBSA ind #10178
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 California →
Rk Taylor & Associates 401(k) Plan in the asset neighbourhood
Robert K. Taylor years around the 2022 move
Sponsor-wide plan assets over time
All Robert K. Taylor plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $5M |
| 2023 | 1 | 4 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$874K |
| Employer EIN | 680463317 |
| Plan Effective Date | 2000-12-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Rk Taylor & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Color Communications, LLC 401(k) Retirement Plan in IL ($5M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
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.