Profit Sharing · DOL Form 5500 · 2022
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
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.
- #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.
- #13,149
- in Professional & Technical Services (21,562 peers)
- -8.3%
- assets change YoY
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.
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,887,209 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Taylor, Taylor & Taylor, Inc. 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. Taylor, Taylor & Taylor, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 540949430 · Taylor, Taylor & Taylor, Inc. PY 2022 · Profit Sharing
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan · $9M · 4 · 63rd
- EIN $9M
- RANK 4
- PHOTO 63rd
- IND Profit Sharing
- EOY near Redstone Presbyterian Seniorcare Non-Bargaining 403(b) Plan
- 5500 ind #13149
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 Virginia →
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan in the asset neighbourhood
Taylor, Taylor & Taylor, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Taylor, Taylor & Taylor, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 3.0904077984438083% vs 2022
- 2023 filing year
| 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 EIN | 540949430 |
| Plan Effective Date | 1973-11-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $889M · 4,858
- Carpenter Co. Profit-Sharing Plan $263M · 2,096
- American Institutes for Research Tax Deferred Annuity Plan $225M · 1,097
- Analytic Services Inc. Defined Contribution Retirement Plan $178M · 343
- Smart National Supplemental Savings Plan $118M · 8,759
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Redstone Presbyterian Seniorcare Non-Bargaining 403(b) Plan in PA ($9M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.