401(k) · DOL Form 5500 · 2023
Taylor, Book, Allen & Morris, LLP 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 23
- Participants Small participant base
Official DOL plan name: Taylor, Book, Allen & Morris, LLP 401(k) Plan · Sponsored by Taylor, Book, Allen & Morris, LLP · Texas · Professional & Technical Services
N/A in assets, 23 participants
Taylor, Book, Allen & Morris, LLP's Taylor, Book, Allen & Morris, LLP 401(k) Plan reported N/A in total assets and 23 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Taylor, Book, Allen & Morris, LLP 401(k) Plan holds N/A for 23 participants.
- -$11M
- reported net income
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Taylor, Book, Allen & Morris, LLP 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor, Book, Allen & Morris, LLP 401(k) Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Taylor, Book, Allen & Morris, LLP 401(k) Plan reported net income fell from -$6M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Taylor, Book, Allen & Morris, LLP 401(k) Plan reported participants fell from 29 in the plan year 2022 filing to 23 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 741822227 · Taylor, Book, Allen & Morris, LLP PY 2023 · 401(k)
Taylor, Book, Allen & Morris, LLP 401(k) Plan · N/A · 23
- IND N/A
- EOY 23
- 5500 PY 2023
- ASSETS 401(k)
- PCT near Tri J Packaging, Inc. Retirement Plan
- EIN -$11M
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 Texas →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$11M |
| Employer EIN | 741822227 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taylor, Book, Allen & Morris, LLP)
Sponsor-wide plan assets over time
All Taylor, Book, Allen & Morris, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $11M |
| 2023 | 1 | 23 | N/A |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Taylor, Book, Allen & Morris, LLP 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Texas, the nearest 401(k) by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants; this filing: 23 participants).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.