401(k) · DOL Form 5500 · 2023

Taylor-Listug, Inc. Dba Taylor Guitars 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
525
Participants Below avg headcount
87th
Percentile by assets National rank
$108,896
Avg per participant Below avg balance/head
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Official DOL plan name: Taylor Guitars Saving and Retirement Plan · Sponsored by Taylor-Listug, Inc. Dba Taylor Guitars · California · Manufacturing

$57M in assets, 525 participants

Taylor-Listug, Inc. Dba Taylor Guitars's Taylor Guitars Saving and Retirement Plan reported $57M in total assets and 525 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,134 in Manufacturing (18,722 peers)

Where Taylor Guitars Saving and Retirement Plan sits by assets

Taylor Guitars Saving and Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 525 participants (~$108,896/participant), up 11.8% in 2023.

#15,134
in Manufacturing (18,722 peers)
+11.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Taylor Guitars Saving and Retirement Plan's outsized position by total assets

Taylor Guitars Saving and Retirement Plan vs every filed plan by assets

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

$57,170,254 Top 13% higher than 87% 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 Guitars Saving and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor Guitars Saving and Retirement Plan sits mid-pack in the medium band (525 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor Guitars Saving and Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Taylor Guitars Saving and Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Taylor Guitars Saving and Retirement Plan reported participants rose from 519 in the plan year 2022 filing to 525 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330008323 · Taylor-Listug, Inc. Dba Taylor Guitars PY 2023 · 401(k)

Taylor Guitars Saving and Retirement Plan · $57M · 525 · 87th

  • VS-ST $57M
  • VS-ST 525
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near Connectamerica.Com 401(k) Savings Plan
  • VS-ST ind #15134

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 Manufacturing retirement plans → · Plans in California →

Taylor Guitars Saving and Retirement Plan in the asset neighbourhood

Connectamerica.Com 401(k) Savings PlanConnectamerica.Com 401(k) Sa…$57MLund Food Holdings, Inc. 401(k) PlanLund Food Holdings, Inc. 401…$57MSwisslog Logistics Retirement Savings PlanSwisslog Logistics Retiremen…$57MTaylor Guitars Saving and Retirement PlanTaylor Guitars Saving and Re…$57MMidrex 401(k) Plan$57M
End-of-year total assets ($M) among Taylor Guitars Saving and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$57M
Net Income$6M
Employer EIN330008323
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor-Listug, Inc. Dba Taylor Guitars)

Sponsor-wide plan assets over time

All Taylor-Listug, Inc. Dba Taylor Guitars plans reported in each filing year

Latest sponsor-wide plan assets
$115M 48.551790620417734% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $224M $115M ▼ -48.6%
Year Plans Participants Total Assets
2022 2 1,628 $224M
2023 2 1,621 $164M
2024 2 1,363 $115M

Nearby 401(k) Plans in California

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

Taylor Guitars Saving and Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Taylor Guitars Saving and Retirement Plan, Total assets ($B): 0.057170254 · Participants: 525Taylor Guitars Saving and Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Taylor Guitars Saving and Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Taylor Guitars Saving and Retirement Plan side-by-side with 3 peers →

Taylor Guitars Saving and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Connectamerica.Com 401(k) Savings Plan in PA ($57M); by covered participants it is The Ipeg, Inc. Savings Plan in PA (525 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (525 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 Guitars Saving and Retirement Plan assets move in 2023? ▼
Taylor Guitars Saving and Retirement Plan grew at a solid clip - up 11.8% during 2023, from $51M to $57M. Reported net income was $6M.
How have Taylor-Listug, Inc. Dba Taylor Guitars plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor-Listug, Inc. Dba Taylor Guitars's sponsor-wide assets declined 48.6%, from $224M to $115M.
Where does Taylor Guitars Saving and Retirement Plan rank by assets among Form 5500 filers? ▼
Taylor Guitars Saving and Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Taylor Guitars Saving and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connectamerica.Com 401(k) Savings Plan in PA ($57M, 1,248 participants).
Which 401(k) plans cover a similar participant headcount to Taylor Guitars Saving and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ipeg, Inc. Savings Plan in PA (525 participants, $46M 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 330008323.

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.