Profit Sharing · DOL Form 5500 · 2022

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
4
Participants
63rd
Percentile by assets
$2.2M
Avg per participant
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Official DOL plan name: Taylor, Taylor & Taylor, Inc. Profit Sharing Plan · Sponsored by Taylor, Taylor & Taylor, Inc. · Virginia · Professional & Technical Services

$9M in assets, 4 participants

Taylor, Taylor & Taylor, Inc.'s Taylor, Taylor & Taylor, Inc. Profit Sharing Plan reported $9M in total assets and 4 participants in its 2022 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.

  • 63rd percentile by assets (of 139,126 plans)
  • #13,149 in Professional & Technical Services (21,562 peers)

2022 asset change

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan pulled back noticeably 8.3% in 2022 ($10M → $9M) for 4 participants.

$9M
total plan assets (2022 EOY)
4
covered participants
63rd
percentile by assets (of 139,126 plans)
$2.2M
avg assets per participant

The plan reported a net loss of $801K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

2022 asset move for Taylor, Taylor & Taylor, Inc. Profit Sharing Plan

Year over year, total assets pulled back noticeably from $10M at the start of 2022 to $9M at year-end (down 8.3%). Net assets closed at $9M; reported net income -$801K.

Taylor, Taylor & Taylor, Inc. years around the 2022 move

$8.8M$8.9M$9M$9.1M$9.2M 20222023 $8.89M $9.16M ▲ +3.0%
Total plan assets by year, all Taylor, Taylor & Taylor, Inc. plans on file
Year Plans Participants Total Assets
2022 1 4 $9M
2023 1 6 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$801K
Employer EIN540949430
Plan Effective Date1973-11-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Taylor, Taylor & Tay…Section 403(b) Defin…Carpenter Co. Profit…American Institutes …Analytic Services In…Smart National Suppl…
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Taylor, Taylor & Taylor, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Taylor, Taylor & Taylor, Inc. Profit Sharing Plan assets move in 2022?
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan pulled back noticeably - down 8.3% during 2022, from $10M to $9M. Reported net income was -$801K.
How have Taylor, Taylor & Taylor, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Taylor, Taylor & Taylor, Inc.'s sponsor-wide assets grew 3.1%, from $9M to $9M.
Which Profit Sharing plans are similar in size to Taylor, Taylor & Taylor, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Redstone Presbyterian Seniorcare Non-Bargaining 403(b) Plan in PA ($9M, 279 participants).

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2022 change

Ways to act on Taylor, Taylor & Taylor, Inc. Profit Sharing Plan's numbers.