Defined Benefit (Pension) · DOL Form 5500 · 2022

Taylor Morrison, Inc. Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
155
Participants Small participant base
79th
Percentile by assets National rank
$147,825
Avg per participant Above avg balance/head
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Official DOL plan name: Taylor Morrison Cash Balance Pension Plan · Sponsored by Taylor Morrison, Inc. · Arizona · Construction

$23M in assets, 155 participants

Taylor Morrison, Inc.'s Taylor Morrison Cash Balance Pension Plan reported $23M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,782 in Construction (9,927 peers)

Coverage in Arizona

Taylor Morrison Cash Balance Pension Plan covers 155 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $23M.

#7,782
in Construction (9,927 peers)
-28.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taylor Morrison Cash Balance Pension Plan's outsized position by total assets

Taylor Morrison Cash Balance Pension Plan vs every filed plan by assets

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

$22,912,931 Top 21% higher than 79% 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 Morrison Cash Balance Pension 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 Morrison Cash Balance Pension Plan sits mid-pack in the medium band (155 participants).

EBSA filing schedule strip

Filing strip 581426890 · Taylor Morrison, Inc. PY 2022 · Defined Benefit (Pension)

Taylor Morrison Cash Balance Pension Plan · $23M · 155 · 79th

  • BOOK $23M
  • VS-ST 155
  • BOY 79th
  • SCH Defined Benefit (Pension)
  • EBSA near Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC
  • PART ind #7782

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 Construction retirement plans → · Plans in Arizona →

Taylor Morrison Cash Balance Pension Plan in the asset neighbourhood

Southwest Asbestos Workers Pension PlanSouthwest Asbestos Workers P…$23MSaker Shoprites, Inc. - Local 360 Ee's Ret PlanSaker Shoprites, Inc. - Loca…$23MDefined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLCDefined Benefit Pension Plan…$23MTaylor Morrison Cash Balance Pension PlanTaylor Morrison Cash Balance…$23MSchwebel Baking Company Collectively Bargained Pension PlanSchwebel Baking Company Coll…$23M
End-of-year total assets ($M) among Taylor Morrison Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$23M
Net Income-$9M
Employer EIN581426890
Plan Effective Date2007-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor Morrison, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$398M 35.61852228621547% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $294M $398M ▲ +35.6%
Year Plans Participants Total Assets
2022 2 3,234 $294M
2023 2 3,103 $346M
2024 2 2,925 $398M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Taylor Morrison Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Taylor Morrison Cash Balance Pension Plan, Total assets ($B): 0.022912931 · Participants: 155Taylor Morrison Cash Balance Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Taylor Morrison Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Taylor Morrison Cash Balance Pension Plan side-by-side with 3 peers →

Taylor Morrison Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC in PA ($23M); by covered participants it is Pension Plan Basic American Foods in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Morrison Cash Balance Pension Plan assets move in 2022? ▼
Taylor Morrison Cash Balance Pension Plan declined sharply - down 28.1% during 2022, from $32M to $23M. Reported net income was -$9M.
How have Taylor Morrison, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Morrison, Inc.'s sponsor-wide assets grew 35.6%, from $294M to $398M.
Where does Taylor Morrison Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Taylor Morrison Cash Balance Pension Plan ranks in the 79th 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 Defined Benefit (Pension) plans are similar in size to Taylor Morrison Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLC in PA ($23M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Taylor Morrison Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan Basic American Foods in CA (155 participants, $19M 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 581426890.

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.