ESOP · DOL Form 5500 · 2022

Taylor & Associates Architects ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
91
Participants Small participant base
69th
Percentile by assets National rank
$134,457
Avg per participant Near avg balance/head
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Official DOL plan name: Taylor & Associates Architects Employee Stock Ownership Plan · Sponsored by Taylor & Associates Architects · California · Professional & Technical Services

$12M in assets, 91 participants

Taylor & Associates Architects's Taylor & Associates Architects Employee Stock Ownership Plan reported $12M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,697 in Professional & Technical Services (21,562 peers)

Taylor & Associates Architects multi-year trail

Taylor & Associates Architects's plans moved +32.4% in assets from 2022 to 2024; this filing shows Taylor & Associates Architects Employee Stock Ownership Plan at $12M / 91 participants.

#14,697
in Professional & Technical Services (21,562 peers)
+0.3%
assets growth YoY

Taylor & Associates Architects Employee Stock Ownership Plan's outsized position by total assets

Taylor & Associates Architects Employee Stock Ownership Plan vs every filed plan by assets

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

$12,235,567 Top 31% higher than 69% 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 & Associates Architects Employee Stock Ownership 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. Taylor & Associates Architects Employee Stock Ownership Plan is a small filing (91 participants) on this national headcount ladder.

DOL schedule card

Filing strip 330166584 · Taylor & Associates Architects PY 2022 · ESOP

Taylor & Associates Architects Employee Stock Ownership Plan · $12M · 91 · 69th

  • ASSETS $12M
  • ASSETS 91
  • ASSETS 69th
  • ASSETS ESOP
  • ASSETS near Aus, Inc. Employee Stock Ownership Plan
  • ASSETS ind #14697

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 California →

Taylor & Associates Architects Employee Stock Ownership Plan in the asset neighbourhood

Aus, Inc. Employee Stock Ownership PlanAus, Inc. Employee Stock Own…$12MThe Chicago Lumber Company of Omaha Employee Stock Ownership Plan and TrustThe Chicago Lumber Company o…$12MIntegrus Holdings, Inc. Employee Stock Ownership PlanIntegrus Holdings, Inc. Empl…$12MTaylor & Associates Architects Employee Stock Ownership PlanTaylor & Associates Architec…$12MJordan Machine Company, Inc. Employee Stock Ownership PlanJordan Machine Company, Inc.…$12M
End-of-year total assets ($M) among Taylor & Associates Architects Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Taylor & Associates Architects multi-year asset trail

Sponsor-wide plan assets over time

All Taylor & Associates Architects plans reported in each filing year

Latest sponsor-wide plan assets
$29M 32.411957825960535% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.7M $28.8M ▲ +32.4%
Year Plans Participants Total Assets
2022 2 184 $22M
2023 2 201 $22M
2024 2 195 $29M

Taylor & Associates Architects filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$31K
Employer EIN330166584
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Taylor & Associates Architects Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Taylor & Associates Architects Employee Stock Ownership Plan, Total assets ($B): 0.012235567 · Participants: 91Taylor & Associates Architects Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Taylor & Associates Architects Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Taylor & Associates Architects Employee Stock Ownership Plan side-by-side with 3 peers →

Taylor & Associates Architects Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Aus, Inc. Employee Stock Ownership Plan in NJ ($12M); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 & Associates Architects Employee Stock Ownership Plan assets move in 2022? ▼
Taylor & Associates Architects Employee Stock Ownership Plan held essentially flat - up 0.3% during 2022, from $12M to $12M. Reported net income was $31K.
How have Taylor & Associates Architects plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor & Associates Architects's sponsor-wide assets grew 32.4%, from $22M to $29M.
Which ESOP plans are similar in size to Taylor & Associates Architects Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aus, Inc. Employee Stock Ownership Plan in NJ ($12M, 314 participants).
Which ESOP plans cover a similar participant headcount to Taylor & Associates Architects Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community First Bank Employee Stock Ownership Plan in WI (91 participants, $4M 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 330166584.

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.