Profit Sharing · DOL Form 5500 · 2022

Stephen D. Taylor, D.M.D. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
56th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan · Sponsored by Stephen D. Taylor, D.M.D. · California · Healthcare & Social Assistance

$7M in assets, 2 participants

Stephen D. Taylor, D.M.D.'s Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan reported $7M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,490 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan pulled back noticeably 9.0% in 2022 ($7M → $7M) for 2 participants.

#12,490
in Healthcare & Social Assistance (20,060 peers)
-9.0%
assets change YoY

The plan reported a net loss of $650K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,603,570 Top 44% higher than 56% of 139,123 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 2022

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 330940386 · Stephen D. Taylor, D.M.D. PY 2022 · Profit Sharing

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan · $7M · 2 · 56th

  • 5500 $7M
  • 5500 2
  • 5500 56th
  • 5500 Profit Sharing
  • 5500 near Davis, Arneil Law Firm, LLP Profit Sharing Plan & Trust
  • 5500 ind #12490

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 California →

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan in the asset neighbourhood

Fpi Industries Inc Profit Sharing PlanFpi Industries Inc Profit Sh…$7MSprinkmann Insulation, Inc. Profit Sharing PlanSprinkmann Insulation, Inc. …$7MStephen D. Taylor, D.M.D. 401(k) Profit Sharing PlanStephen D. Taylor, D.M.D. 40…$7MDavis, Arneil Law Firm, LLP Profit Sharing Plan & TrustDavis, Arneil Law Firm, LLP …$7MGarfield Refining Company Profit Sharing PlanGarfield Refining Company Pr…$7M
End-of-year total assets ($M) among Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Stephen D. Taylor, D.M.D. years around the 2022 move

Sponsor-wide plan assets over time

All Stephen D. Taylor, D.M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.436221619517927% vs 2022
2024 filing year
$6.5M$6.6M$6.7M$6.8M$6.9M$7M 202220232024 $6.6M $6.9M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 2 $7M
2023 1 2 $7M
2024 1 2 $7M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$650K
Employer EIN330940386
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan, Total assets ($B): 0.00660357 · Participants: 2Stephen D. Taylor, D.M.D. 401(k) Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Davis, Arneil Law Firm, LLP Profit Sharing Plan & Trust in WA ($7M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan assets move in 2022? ▼
Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan pulled back noticeably - down 9.0% during 2022, from $7M to $7M. Reported net income was -$650K.
How have Stephen D. Taylor, D.M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen D. Taylor, D.M.D.'s sponsor-wide assets grew 4.4%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Davis, Arneil Law Firm, LLP Profit Sharing Plan & Trust in WA ($7M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330940386.

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.