ESOP · DOL Form 5500 · 2023

Taylor Engineering, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
47
Participants Small participant base
40th
Percentile by assets National rank
$82,281
Avg per participant Below avg balance/head
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Official DOL plan name: Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Taylor Engineering, Inc. · Florida · Professional & Technical Services

$4M in assets, 47 participants

Taylor Engineering, Inc.'s Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust reported $4M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,517 in Professional & Technical Services (20,321 peers)

Taylor Engineering, Inc. multi-year trail

Taylor Engineering, Inc.'s plans moved +114.0% in assets from 2022 to 2024; this filing shows Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust at $4M / 47 participants.

#7,517
in Professional & Technical Services (20,321 peers)
+58.0%
assets growth YoY

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,867,209 40th percentile higher than 40% 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 Engineering, Inc. Employee Stock Ownership Plan and Trust 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 Engineering, Inc. Employee Stock Ownership Plan and Trust is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$395K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 40 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592850478 · Taylor Engineering, Inc. PY 2023 · ESOP

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust · $4M · 47 · 40th

  • EIN $4M
  • EIN 47
  • EIN 40th
  • EIN ESOP
  • EIN near Jg Development Employee Stock Ownership Plan
  • EIN ind #7517

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 What is an ESOP? → · Plans in Florida →

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Taylor Engineering, Inc. Employee Stock Ownership Plan and TrustTaylor Engineering, Inc. Emp…$4MJg Development Employee Stock Ownership PlanJg Development Employee Stoc…$4MDividend Assets Capital Holdings, Inc. Employee Stock Ownership PlanDividend Assets Capital Hold…$4MHouse & Robertson Architects, Inc. Employee Stock Ownership PlanHouse & Robertson Architects…$4MOem Connect, Ltd. Employee Stock Ownership PlanOem Connect, Ltd. Employee S…$4M
End-of-year total assets ($M) among Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Taylor Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 114.00721481917813% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.45M $5.24M ▲ +113.9%
Year Plans Participants Total Assets
2022 1 40 $2M
2023 1 47 $4M
2024 1 47 $5M

Taylor Engineering, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN592850478
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.003867209 · Participants: 47Taylor Engineering, Inc. Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Jg Development Employee Stock Ownership Plan in WI ($4M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Engineering, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust surged - up 58.0% during 2023, from $2M to $4M. Reported net income was $1M.
How have Taylor Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Engineering, Inc.'s sponsor-wide assets grew 114.0%, from $2M to $5M.
Which ESOP plans are similar in size to Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Jg Development Employee Stock Ownership Plan in WI ($4M, 33 participants).
Which ESOP plans cover a similar participant headcount to Taylor Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M 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 592850478.

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.