Money Purchase · DOL Form 5500 · 2023

Jim G. Taylor, O.D., P.C. Money Purchase Plan

Data updated 2026-08-25

$925K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$184,939
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jim G. Taylor, O.D., P.C. Profit Sharing Plan · Sponsored by Jim G. Taylor, O.D., P.C. · Tennessee · Healthcare & Social Assistance

$925K in assets, 5 participants

Jim G. Taylor, O.D., P.C.'s Jim G. Taylor, O.D., P.C. Profit Sharing Plan reported $925K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,298 in Healthcare & Social Assistance (17,684 peers)

Jim G. Taylor, O.D., P.C. multi-year trail

Jim G. Taylor, O.D., P.C.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Jim G. Taylor, O.D., P.C. Profit Sharing Plan at $925K / 5 participants.

#3,298
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Jim G. Taylor, O.D., P.C. Profit Sharing Plan among the smaller filed plans by assets

Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$924,695 23rd percentile higher than 23% 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

Jim G. Taylor, O.D., P.C. Profit Sharing 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. Jim G. Taylor, O.D., P.C. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jim G. Taylor, O.D., P.C. Profit Sharing Plan reported net income rose from -$123K in the plan year 2022 filing to $116K in the plan year 2023 filing.
  • Jim G. Taylor, O.D., P.C. Profit Sharing Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Jim G. Taylor, O.D., P.C. Profit Sharing Plan end-of-year assets rose from $808K in the plan year 2022 filing to $925K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620907405 · Jim G. Taylor, O.D., P.C. PY 2023 · Money Purchase

Jim G. Taylor, O.D., P.C. Profit Sharing Plan · $925K · 5 · 23rd

  • EBSA $925K
  • EBSA 5
  • EBSA 23rd
  • EBSA Money Purchase
  • EBSA near Runnymede Capital Management, Inc. Money Purchase Pension Plan
  • EBSA ind #3298

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Jim G. Taylor, O.D., P.C. Profit Sharing Plan in the asset neighbourhood

Runnymede Capital Management, Inc. Money Purchase Pension PlanRunnymede Capital Management…$929KFarmers and Merchants Bank of Craig County Pension PlanFarmers and Merchants Bank o…$931KSo Jersey Radiation Oncology PC Money Purch PlanSo Jersey Radiation Oncology…$932KJim G. Taylor, O.D., P.C. Profit Sharing PlanJim G. Taylor, O.D., P.C. Pr…$925KConceptos Dentales Del Sur, Psc Retirement PlanConceptos Dentales Del Sur, …$920K
End-of-year total assets ($M) among Jim G. Taylor, O.D., P.C. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jim G. Taylor, O.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jim G. Taylor, O.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.362713110098998% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.81M $1.04M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 4 $808K
2023 1 5 $925K
2024 1 3 $1M

Jim G. Taylor, O.D., P.C. filing trail (2023)

Total Assets (Beginning of Year)$808K
Net Assets (End of Year)$925K
Net Income$116K
Employer EIN620907405
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Tennessee

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

Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Jim G. Taylor, O.D., P.C. Profit Sharing Plan, Total assets ($B): 0.000924695 · Participants: 5Jim G. Taylor, O.D., P.C. Profit Sharing PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Jim G. Taylor, O.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

Jim G. Taylor, O.D., P.C. Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Runnymede Capital Management, Inc. Money Purchase Pension Plan in NJ ($929K); by covered participants it is Anc Sales, L.L.C. Money Purchase Pension Plan in IL (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 Jim G. Taylor, O.D., P.C. Profit Sharing Plan assets move in 2023? ▼
Jim G. Taylor, O.D., P.C. Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $808K to $925K. Reported net income was $116K.
How have Jim G. Taylor, O.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim G. Taylor, O.D., P.C.'s sponsor-wide assets grew 28.4%, from $808K to $1M.
Where does Jim G. Taylor, O.D., P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jim G. Taylor, O.D., P.C. Profit Sharing Plan ranks in the 23rd 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 Money Purchase plans are similar in size to Jim G. Taylor, O.D., P.C. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Runnymede Capital Management, Inc. Money Purchase Pension Plan in NJ ($929K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Jim G. Taylor, O.D., P.C. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Anc Sales, L.L.C. Money Purchase Pension Plan in IL (5 participants, $554K 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 620907405.

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.