401(k) · DOL Form 5500 · 2022
J. Taylor & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $109,787
- Avg per participant Below avg balance/head
Official DOL plan name: J. Taylor & Associates, LLC 401(k) Plan · Sponsored by J. Taylor & Associates, LLC · Texas · Professional & Technical Services
$8M in assets, 77 participants
J. Taylor & Associates, LLC's J. Taylor & Associates, LLC 401(k) Plan reported $8M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #12,896 in Professional & Technical Services (21,562 peers)
J. Taylor & Associates, LLC multi-year trail
J. Taylor & Associates, LLC's plans moved +82.4% in assets from 2022 to 2024; this filing shows J. Taylor & Associates, LLC 401(k) Plan at $8M / 77 participants.
- #12,896
- in Professional & Technical Services (21,562 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $699K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J. Taylor & Associates, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
J. Taylor & Associates, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,453,595 Top 39% higher than 61% 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
J. Taylor & Associates, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. Taylor & Associates, LLC 401(k) Plan is a small filing (77 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 752795393 · J. Taylor & Associates, LLC PY 2022 · 401(k)
J. Taylor & Associates, LLC 401(k) Plan · $8M · 77 · 61st
- NET $8M
- BOOK 77
- VS-ST 61st
- BOY 401(k)
- SCH near The Bay Pediatric Center 401(k) Plan
- EBSA ind #12896
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 Texas →
J. Taylor & Associates, LLC 401(k) Plan in the asset neighbourhood
J. Taylor & Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All J. Taylor & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 82.41834391167309% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $8M |
| 2023 | 1 | 95 | $12M |
| 2024 | 1 | 119 | $15M |
J. Taylor & Associates, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$699K |
| Employer EIN | 752795393 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
J. Taylor & Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is The Bay Pediatric Center 401(k) Plan in MD ($8M); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- The Bay Pediatric Center 401(k) Plan (MD) $8M · 29
- Hecny America, Inc. 401(k) Retirement Plan (CA) $8M · 103
- Central Ink 401(k) Plan (IL) $8M · 135
- Cigarette Store 401(k) Plan (CO) $8M · 533
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- Accend Services, Inc. 401(k) Plan (MN) 77 · 0 off
- The Shift Network, Inc. 401(k) Plan (CA) 77 · 0 off
- Personalize Home Care Service 401(k) Profit Sharing Plan & Trust (MI) 77 · 0 off
- Stellar Dental Care 401(k) Plan (NY) 77 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.