401(k) · DOL Form 5500 · 2022

Taylor, Wiseman & Taylor 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
101
Participants Small participant base
82nd
Percentile by assets National rank
$286,507
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan · Sponsored by Taylor, Wiseman & Taylor · New Jersey · Professional & Technical Services

$29M in assets, 101 participants

Taylor, Wiseman & Taylor's Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan reported $29M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,876 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan covers 101 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $29M.

#17,876
in Professional & Technical Services (21,562 peers)
-22.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan's outsized position by total assets

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan vs every filed plan by assets

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

$28,937,209 Top 18% higher than 82% 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, Wiseman & Taylor 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan sits mid-pack in the medium band (101 participants).

Form 5500 schedule snapshot

Filing strip 221892933 · Taylor, Wiseman & Taylor PY 2022 · 401(k)

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan · $29M · 101 · 82nd

  • 5500 $29M
  • ASSETS 101
  • PCT 82nd
  • EIN 401(k)
  • RANK near Palace Entertainment 401(k) Plan
  • PHOTO ind #17876

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 New Jersey →

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan in the asset neighbourhood

Taylor, Wiseman & Taylor 401(k) Retirement Savings PlanTaylor, Wiseman & Taylor 401…$29MPalace Entertainment 401(k) PlanPalace Entertainment 401(k) …$29MPediatric Anesthesia Associates Medical Group, Inc. 401(k) Profit Sharing PlanPediatric Anesthesia Associa…$29MOpportunity Bank of Montana Profit Sharing Plan & TrustOpportunity Bank of Montana …$29MPrime Healthcare, PC 401(k) PlanPrime Healthcare, PC 401(k) …$29M
End-of-year total assets ($M) among Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$29M
Net Income-$8M
Employer EIN221892933
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor, Wiseman & Taylor)

Sponsor-wide plan assets over time

All Taylor, Wiseman & Taylor plans reported in each filing year

Latest sponsor-wide plan assets
$38M 32.95365492919514% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $38.5M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 101 $29M
2023 1 101 $32M
2024 1 105 $38M

Nearby 401(k) Plans in New Jersey

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

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan, Total assets ($B): 0.028937209 · Participants: 101Taylor, Wiseman & Taylor 401(k) Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan side-by-side with 3 peers →

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Palace Entertainment 401(k) Plan in PA ($29M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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, Wiseman & Taylor 401(k) Retirement Savings Plan assets move in 2022? ▼
Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan declined sharply - down 22.3% during 2022, from $37M to $29M. Reported net income was -$8M.
How have Taylor, Wiseman & Taylor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor, Wiseman & Taylor's sponsor-wide assets grew 33.0%, from $29M to $38M.
Where does Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palace Entertainment 401(k) Plan in PA ($29M, 918 participants).
Which 401(k) plans cover a similar participant headcount to Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 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 221892933.

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.