401(k) · DOL Form 5500 · 2023

Nardella & Taylor, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
29
Participants Small participant base
63rd
Percentile by assets National rank
$415,930
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nardella & Taylor Plan · Sponsored by Nardella & Taylor, LLP · Massachusetts · Professional & Technical Services

$12M in assets, 29 participants

Nardella & Taylor, LLP's Nardella & Taylor Plan reported $12M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,550 in Professional & Technical Services (20,321 peers)

Nardella & Taylor, LLP multi-year trail

Nardella & Taylor, LLP's plans moved +25.5% in assets from 2022 to 2024; this filing shows Nardella & Taylor Plan at $12M / 29 participants.

#12,550
in Professional & Technical Services (20,321 peers)
+32.9%
assets growth YoY

Nardella & Taylor Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nardella & Taylor Plan vs every filed plan by assets

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

$12,061,956 Top 37% higher than 63% 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

Nardella & Taylor 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. Nardella & Taylor Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nardella & Taylor Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Nardella & Taylor Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Nardella & Taylor Plan reported participants rose from N/A in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042979611 · Nardella & Taylor, LLP PY 2023 · 401(k)

Nardella & Taylor Plan · $12M · 29 · 63rd

  • PART $12M
  • PART 29
  • PART 63rd
  • PART 401(k)
  • PART near Watson Friendship Academy 403(b) Retirement Plan
  • PART ind #12550

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 Massachusetts →

Nardella & Taylor Plan in the asset neighbourhood

Nardella & Taylor Plan$12MWatson Friendship Academy 403(b) Retirement PlanWatson Friendship Academy 40…$12MBeauty by Imagination 401(k) PlanBeauty by Imagination 401(k)…$12MPhillips Farms, LLC 401(k) PlanPhillips Farms, LLC 401(k) P…$12MNews-2-You, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Nardella & Taylor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nardella & Taylor, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Nardella & Taylor, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 25.539725235595267% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.08M $11.4M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 N/A $9M
2023 1 29 $12M
2024 1 N/A $11M

Nardella & Taylor, LLP filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN042979611
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nardella & Taylor Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Nardella & Taylor Plan, Total assets ($B): 0.012061956 · Participants: 29Nardella & Taylor PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Nardella & Taylor Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Nardella & Taylor Plan side-by-side with 3 peers →

Nardella & Taylor Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Watson Friendship Academy 403(b) Retirement Plan in PA ($12M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Nardella & Taylor Plan assets move in 2023? ▼
Nardella & Taylor Plan surged - up 32.9% during 2023, from $9M to $12M. Reported net income was $3M.
How have Nardella & Taylor, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nardella & Taylor, LLP's sponsor-wide assets grew 25.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Nardella & Taylor Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watson Friendship Academy 403(b) Retirement Plan in PA ($12M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Nardella & Taylor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 042979611.

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.