401(k) · DOL Form 5500 · 2023
Taylor Financial Group LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $229,840
- Avg per participant Above avg balance/head
Official DOL plan name: Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Taylor Financial Group LLC · New Jersey · Professional & Technical Services
$2M in assets, 8 participants
Taylor Financial Group LLC's Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,129 in Professional & Technical Services (20,321 peers)
2023 asset change
Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust grew sharply 17.3% in 2023 ($2M → $2M) for 8 participants.
- #5,129
- in Professional & Technical Services (20,321 peers)
- +17.3%
- assets growth YoY
Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,838,719 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust 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 Financial Group LLC 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 223764368 · Taylor Financial Group LLC PY 2023 · 401(k)
Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust · $2M · 8 · 30th
- BOY $2M
- SCH 8
- EBSA 30th
- PART 401(k)
- TYPE near Rtb Enterprises 401(k)
- NET ind #5129
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 New Jersey →
Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $272K |
| Employer EIN | 223764368 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Taylor Financial Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Rtb Enterprises 401(k) in WA ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.