Profit Sharing · DOL Form 5500 · 2023

Taylor Legacy, Inc. Profit Sharing Plan

Data updated 2026-08-25

$985K
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$196,957
Avg per participant Above avg balance/head
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Official DOL plan name: Taylor Legacy, Inc. Retirement Plan · Sponsored by Taylor Legacy, Inc. · Alabama · Wholesale Trade

$985K in assets, 5 participants

Taylor Legacy, Inc.'s Taylor Legacy, Inc. Retirement Plan reported $985K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #824 in Wholesale Trade (6,309 peers)

Taylor Legacy, Inc. multi-year trail

Taylor Legacy, Inc.'s plans moved +261.0% in assets from 2022 to 2024; this filing shows Taylor Legacy, Inc. Retirement Plan at $985K / 5 participants.

#824
in Wholesale Trade (6,309 peers)
+10.2%
assets growth YoY

Taylor Legacy, Inc. Retirement Plan among the smaller filed plans by assets

Taylor Legacy, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$984,783 24th percentile higher than 24% of 127,068 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 2023

Taylor Legacy, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor Legacy, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor Legacy, Inc. Retirement Plan reported net income fell from $693K in the plan year 2022 filing to $92K in the plan year 2023 filing.
  • Taylor Legacy, Inc. Retirement Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Taylor Legacy, Inc. Retirement Plan end-of-year assets rose from $893K in the plan year 2022 filing to $985K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 473734408 · Taylor Legacy, Inc. PY 2023 · Profit Sharing

Taylor Legacy, Inc. Retirement Plan · $985K · 5 · 24th

  • ASSETS $985K
  • PCT 5
  • EIN 24th
  • RANK Profit Sharing
  • PHOTO near 21st Century Medical, PC Retirement Plan
  • IND ind #824

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 Wholesale Trade retirement plans → · Plans in Alabama →

Taylor Legacy, Inc. Retirement Plan in the asset neighbourhood

Kenneth F Fat Dds Inc Employee Profit Sharing PlanKenneth F Fat Dds Inc Employ…$985KAbc Security Service, Inc. Profit Sharing PlanAbc Security Service, Inc. P…$985KTaylor Legacy, Inc. Retirement PlanTaylor Legacy, Inc. Retireme…$985K21st Century Medical, PC Retirement Plan21st Century Medical, PC Ret…$985KApex Manufacturing Company, Inc. Profit Sharing PlanApex Manufacturing Company, …$985K
End-of-year total assets ($M) among Taylor Legacy, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Taylor Legacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 260.98054098349644% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.89M $3.22M ▲ +261.8%
Year Plans Participants Total Assets
2022 1 6 $893K
2023 1 5 $985K
2024 1 4 $3M

Taylor Legacy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$893K
Net Assets (End of Year)$985K
Net Income$92K
Employer EIN473734408
Plan Effective Date2015-04-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Taylor Legacy, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants Taylor Legacy, Inc. Retirement Plan, Total assets ($M): 0.984783 · Participants: 5Taylor Legacy, Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Taylor Legacy, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Taylor Legacy, Inc. Retirement Plan side-by-side with 3 peers →

Taylor Legacy, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is 21st Century Medical, PC Retirement Plan in NY ($985K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Taylor Legacy, Inc. Retirement Plan assets move in 2023? ▼
Taylor Legacy, Inc. Retirement Plan grew at a solid clip - up 10.2% during 2023, from $893K to $985K. Reported net income was $92K.
How have Taylor Legacy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Legacy, Inc.'s sponsor-wide assets grew 261.0%, from $893K to $3M.
Where does Taylor Legacy, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Taylor Legacy, Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Taylor Legacy, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 21st Century Medical, PC Retirement Plan in NY ($985K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Taylor Legacy, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473734408.

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.