401(k) · DOL Form 5500 · 2023

J. Taylor & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
95
Participants Small participant base
62nd
Percentile by assets National rank
$121,152
Avg per participant Near avg balance/head
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Official DOL plan name: J. Taylor & Associates, LLC 401(k) Plan · Sponsored by J. Taylor & Associates, LLC · Texas · Professional & Technical Services

$12M in assets, 95 participants

J. Taylor & Associates, LLC's J. Taylor & Associates, LLC 401(k) Plan reported $12M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,308 in Professional & Technical Services (20,321 peers)

J. Taylor & Associates, LLC multi-year trail

J. Taylor & Associates, LLC's plans moved +82.4% in assets from 2022 to 2024; this filing shows J. Taylor & Associates, LLC 401(k) Plan at $12M / 95 participants.

#12,308
in Professional & Technical Services (20,321 peers)
+36.1%
assets growth YoY

J. Taylor & Associates, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

J. Taylor & Associates, LLC 401(k) Plan vs every filed plan by assets

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

$11,509,452 Top 38% higher than 62% 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

J. Taylor & Associates, LLC 401(k) 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. J. Taylor & Associates, LLC 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. Taylor & Associates, LLC 401(k) Plan reported net income rose from -$699K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J. Taylor & Associates, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • J. Taylor & Associates, LLC 401(k) Plan reported participants rose from 77 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752795393 · J. Taylor & Associates, LLC PY 2023 · 401(k)

J. Taylor & Associates, LLC 401(k) Plan · $12M · 95 · 62nd

  • SCH $12M
  • SCH 95
  • SCH 62nd
  • SCH 401(k)
  • SCH near Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan
  • SCH ind #12308

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 Texas →

J. Taylor & Associates, LLC 401(k) Plan in the asset neighbourhood

J. Taylor & Associates, LLC 401(k) PlanJ. Taylor & Associates, LLC …$12MSeravalli Financial Group, Inc. 401(k) Profit Sharing PlanSeravalli Financial Group, I…$12MStraughan Environmental, Inc. 401(k) Profit Sharing PlanStraughan Environmental, Inc…$12MRxadvance Corporation 401(k) PlanRxadvance Corporation 401(k)…$12MPresident Container Group II, LLC 401(k) PlanPresident Container Group II…$12M
End-of-year total assets ($M) among J. Taylor & Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J. Taylor & Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All J. Taylor & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 82.41834391167309% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.45M $15.4M ▲ +82.5%
Year Plans Participants Total Assets
2022 1 77 $8M
2023 1 95 $12M
2024 1 119 $15M

J. Taylor & Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN752795393
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

J. Taylor & Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants J. Taylor & Associates, LLC 401(k) Plan, Total assets ($B): 0.011509452 · Participants: 95J. Taylor & Associates, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
J. Taylor & Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare J. Taylor & Associates, LLC 401(k) Plan side-by-side with 3 peers →

J. Taylor & Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan in PA ($12M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 J. Taylor & Associates, LLC 401(k) Plan assets move in 2023? ▼
J. Taylor & Associates, LLC 401(k) Plan surged - up 36.1% during 2023, from $8M to $12M. Reported net income was $3M.
How have J. Taylor & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Taylor & Associates, LLC's sponsor-wide assets grew 82.4%, from $8M to $15M.
Which 401(k) plans are similar in size to J. Taylor & Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan in PA ($12M, 296 participants).
Which 401(k) plans cover a similar participant headcount to J. Taylor & Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 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 752795393.

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.