401(k) · DOL Form 5500 · 2023

J.F. Taylor, Inc. 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
471
Participants Below avg headcount
92nd
Percentile by assets National rank
$256,543
Avg per participant Above avg balance/head
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Official DOL plan name: J.F. Taylor, Inc. 401(k) Plan · Sponsored by J.F. Taylor, Inc. · Maryland · Professional & Technical Services

$121M in assets, 471 participants

J.F. Taylor, Inc.'s J.F. Taylor, Inc. 401(k) Plan reported $121M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,024 in Professional & Technical Services (20,321 peers)

Where J.F. Taylor, Inc. 401(k) Plan sits by assets

J.F. Taylor, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $121M for 471 participants (~$256,543/participant), up 18.7% in 2023.

#19,024
in Professional & Technical Services (20,321 peers)
+18.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

J.F. Taylor, Inc. 401(k) Plan's outsized position by total assets

J.F. Taylor, Inc. 401(k) Plan vs every filed plan by assets

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

$120,831,679 Top 8% higher than 92% 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.F. Taylor, Inc. 401(k) 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. J.F. Taylor, Inc. 401(k) Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.F. Taylor, Inc. 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • J.F. Taylor, Inc. 401(k) Plan end-of-year assets rose from $102M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • J.F. Taylor, Inc. 401(k) Plan reported participants fell from 488 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521397047 · J.F. Taylor, Inc. PY 2023 · 401(k)

J.F. Taylor, Inc. 401(k) Plan · $121M · 471 · 92nd

  • PCT $121M
  • PCT 471
  • PCT 92nd
  • PCT 401(k)
  • PCT near Lima Refining Company and Superior Refining Company LLC 401(k) Plan
  • PCT ind #19024

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 Maryland →

J.F. Taylor, Inc. 401(k) Plan in the asset neighbourhood

J.F. Taylor, Inc. 401(k) Plan$121MLima Refining Company and Superior Refining Company LLC 401(k) PlanLima Refining Company and Su…$121MNorthwest Kidney Centers Tax Deferred 401(k) Plan and TrustNorthwest Kidney Centers Tax…$121MWoods Rogers Vandeventer Black PLC Profit Sharing PlanWoods Rogers Vandeventer Bla…$121MShopify (USA), Inc. 401(k) PlanShopify (USA), Inc. 401(k) P…$121M
End-of-year total assets ($M) among J.F. Taylor, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$121M
Net Income$19M
Employer EIN521397047
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.F. Taylor, Inc.)

Sponsor-wide plan assets over time

All J.F. Taylor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 43.962048556218264% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $102M $147M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 488 $102M
2023 1 471 $121M
2024 1 524 $147M

Nearby 401(k) Plans in Maryland

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

J.F. Taylor, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants J.F. Taylor, Inc. 401(k) Plan, Total assets ($B): 0.120831679 · Participants: 471J.F. Taylor, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
J.F. Taylor, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare J.F. Taylor, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Lima Refining Company and Superior Refining Company LLC 401(k) Plan in OH ($121M); by covered participants it is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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.F. Taylor, Inc. 401(k) Plan assets move in 2023? ▼
J.F. Taylor, Inc. 401(k) Plan grew sharply - up 18.7% during 2023, from $102M to $121M. Reported net income was $19M.
How have J.F. Taylor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.F. Taylor, Inc.'s sponsor-wide assets grew 44.0%, from $102M to $147M.
Where does J.F. Taylor, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
J.F. Taylor, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to J.F. Taylor, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lima Refining Company and Superior Refining Company LLC 401(k) Plan in OH ($121M, 452 participants).
Which 401(k) plans cover a similar participant headcount to J.F. Taylor, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants, $40M 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 521397047.

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.