401(k) · DOL Form 5500 · 2023

Taylor USA, Inc. 401(k) Plan

Data updated 2026-08-25

$286K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$143,053
Avg per participant Near avg balance/head
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Official DOL plan name: Taylor USA, Inc. 401(k) Profit Sharing Plan · Sponsored by Taylor USA, Inc. · North Carolina · Other Services

$286K in assets, 2 participants

Taylor USA, Inc.'s Taylor USA, Inc. 401(k) Profit Sharing Plan reported $286K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,279 in Other Services (7,857 peers)

What the 2023 filing shows

Taylor USA, Inc. 401(k) Profit Sharing Plan holds $286K for 2 participants - about $143,053 per participant, among the smaller plans by assets on file.

#2,279
in Other Services (7,857 peers)
+6.3%
assets growth YoY

Taylor USA, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Taylor USA, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$286,105 13th percentile higher than 13% 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

Taylor USA, Inc. 401(k) 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. Taylor USA, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor USA, Inc. 401(k) Profit Sharing Plan reported net income rose from -$251K in the plan year 2022 filing to $17K in the plan year 2023 filing.
  • Taylor USA, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $269K in the plan year 2022 filing to $286K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 861424652 · Taylor USA, Inc. PY 2023 · 401(k)

Taylor USA, Inc. 401(k) Profit Sharing Plan · $286K · 2 · 13th

  • EOY $286K
  • 5500 2
  • ASSETS 13th
  • PCT 401(k)
  • EIN near Huck Properties, Inc. 401(k) Profit Sharing Plan
  • RANK ind #2279

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 Other Services retirement plans → · Plans in North Carolina →

Taylor USA, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Taylor USA, Inc. 401(k) Profit Sharing PlanTaylor USA, Inc. 401(k) Prof…$286KHuck Properties, Inc. 401(k) Profit Sharing PlanHuck Properties, Inc. 401(k)…$286KIawl Ventures, Inc. 401(k) Profit Sharing PlanIawl Ventures, Inc. 401(k) P…$286KF-C Allen Holdings, Inc. 401(k) PlanF-C Allen Holdings, Inc. 401…$286KCabg Media 401(k) Trust$286K
End-of-year total assets ($M) among Taylor USA, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$269K
Net Assets (End of Year)$286K
Net Income$17K
Employer EIN861424652
Plan Effective Date2021-01-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor USA, Inc.)

Sponsor-wide plan assets over time

All Taylor USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$247K 8.211551326841597% vs 2022
2024 filing year
$0.24M$0.26M$0.28M$0.3M 202220232024 $0.27M $0.25M ▼ -7.4%
Year Plans Participants Total Assets
2022 1 2 $269K
2023 1 2 $286K
2024 1 2 $247K

Nearby 401(k) Plans in North Carolina

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

Taylor USA, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Taylor USA, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000286105 · Participants: 2Taylor USA, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Taylor USA, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Taylor USA, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Huck Properties, Inc. 401(k) Profit Sharing Plan in GA ($286K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($286K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Taylor USA, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Taylor USA, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.3% during 2023, from $269K to $286K. Reported net income was $17K.
How have Taylor USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor USA, Inc.'s sponsor-wide assets declined 8.2%, from $269K to $247K.
Where does Taylor USA, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Taylor USA, Inc. 401(k) Profit Sharing Plan ranks in the 13th 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 401(k) plans are similar in size to Taylor USA, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huck Properties, Inc. 401(k) Profit Sharing Plan in GA ($286K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Taylor USA, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 861424652.

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.