401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$121M
Total assets
471
Participants
92nd
Percentile by assets
$256,543
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$121M
total plan assets (2023 EOY)
471
covered participants
92nd
percentile by assets (of 127,072 plans)
$256,543
avg assets per participant

Where J.F. Taylor, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

J.F. Taylor, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, J.F. Taylor, Inc. 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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.)

$80M$100M$120M$140M$160M 202220232024 $102M $147M ▲ +44.0%
Total plan assets by year, all J.F. Taylor, Inc. plans on file
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 ($B) Participants J.F. Taylor, Inc. 40…, Total assets ($B): 0.120831679 · Participants: 471J.F. Taylor, Inc. 40…Lockheed Martin Corp…, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corp…Marriott Retirement …, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement …T. Rowe Price U.S. R…, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. R…Nfl Player Second Ca…, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Ca…Sodexo 401 (K) Emplo…, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Emplo…
J.F. Taylor, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to J.F. Taylor, Inc. 401(k) Plan by total assets, not by location.

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).

Scale reading

Ways to act on J.F. Taylor, Inc. 401(k) Plan's numbers.