401(k) · DOL Form 5500 · 2023

Taylor Retina Center P.a. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
38
Participants Small participant base
50th
Percentile by assets National rank
$173,858
Avg per participant Above avg balance/head
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Official DOL plan name: Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Taylor Retina Center P.a. · North Carolina · Healthcare & Social Assistance

$7M in assets, 38 participants

Taylor Retina Center P.a.'s Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan reported $7M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,740 in Healthcare & Social Assistance (17,684 peers)

Taylor Retina Center P.a. multi-year trail

Taylor Retina Center P.a.'s plans moved -99.9% in assets from 2022 to 2024; this filing shows Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan at $7M / 38 participants.

#9,740
in Healthcare & Social Assistance (17,684 peers)
+30.2%
assets growth YoY

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

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

$6,606,605 Top 50% higher than 50% 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 Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan reported net income rose from -$774K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan reported participants fell from 41 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562265399 · Taylor Retina Center P.a. PY 2023 · 401(k)

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan · $7M · 38 · 50th

  • SCH $7M
  • EBSA 38
  • PART 50th
  • TYPE 401(k)
  • NET near Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan
  • BOOK ind #9740

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 North Carolina →

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan in the asset neighbourhood

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing PlanTaylor Retina Center P.a. 40…$7MKentucky Medical Services Foundation, Inc. 401(k) Retirement PlanKentucky Medical Services Fo…$7MOlympia Anesthesia Associates, P.C. 401(k) Profit Sharing Plan and TrustOlympia Anesthesia Associate…$7MRw Investment Management 401(k) PlanRw Investment Management 401…$7MNieman Plumbing, Inc. 401(k) Retirement PlanNieman Plumbing, Inc. 401(k)…$7M
End-of-year total assets ($M) among Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Taylor Retina Center P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Taylor Retina Center P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 99.92890954617046% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.07M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 41 $5M
2023 1 38 $7M
2024 2 37 $4K

Taylor Retina Center P.a. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN562265399
Plan Effective Date2001-08-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan, Total assets ($B): 0.006606605 · Participants: 38Taylor Retina Center P.a. 401(k) Safe Harbor 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 Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan side-by-side with 3 peers →

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan in KY ($7M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan assets move in 2023? ▼
Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan surged - up 30.2% during 2023, from $5M to $7M. Reported net income was $2M.
How have Taylor Retina Center P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Retina Center P.a.'s sponsor-wide assets declined 99.9%, from $5M to $4K.
Which 401(k) plans are similar in size to Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan in KY ($7M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 562265399.

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.