Defined Benefit (Pension) · DOL Form 5500 · 2023

Taylor Morrison, Inc. Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
139
Participants Small participant base
76th
Percentile by assets National rank
$180,508
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Taylor Morrison Cash Balance Pension Plan · Sponsored by Taylor Morrison, Inc. · Arizona · Construction

$25M in assets, 139 participants

Taylor Morrison, Inc.'s Taylor Morrison Cash Balance Pension Plan reported $25M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,775 in Construction (9,030 peers)

Coverage in Arizona

Taylor Morrison Cash Balance Pension Plan covers 139 participants in Arizona, about 25% of the average Arizona filer (state average ~564 per filing). Assets: $25M.

#6,775
in Construction (9,030 peers)
+9.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Taylor Morrison Cash Balance Pension Plan's outsized position by total assets

Taylor Morrison Cash Balance Pension Plan vs every filed plan by assets

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

$25,090,547 Top 24% higher than 76% 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 Morrison Cash Balance Pension 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 Morrison Cash Balance Pension Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor Morrison Cash Balance Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Taylor Morrison Cash Balance Pension Plan reported participants fell from 155 in the plan year 2022 filing to 139 in the plan year 2023 filing.
  • Taylor Morrison Cash Balance Pension Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581426890 · Taylor Morrison, Inc. PY 2023 · Defined Benefit (Pension)

Taylor Morrison Cash Balance Pension Plan · $25M · 139 · 76th

  • EOY $25M
  • EOY 139
  • EOY 76th
  • EOY Defined Benefit (Pension)
  • EOY near Hussmann Pension Plan for Certain Participants with Frozen Benefits
  • EOY ind #6775

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 Construction retirement plans → · Plans in Arizona →

Taylor Morrison Cash Balance Pension Plan in the asset neighbourhood

Novelis Fairmont Hourly Pension PlanNovelis Fairmont Hourly Pens…$25MTaylor Morrison Cash Balance Pension PlanTaylor Morrison Cash Balance…$25MHussmann Pension Plan for Certain Participants with Frozen BenefitsHussmann Pension Plan for Ce…$25MHallstar Services Corp. Retirement Income PlanHallstar Services Corp. Reti…$25MTam International, Inc. Defined Benefit Pension PlanTam International, Inc. Defi…$25M
End-of-year total assets ($M) among Taylor Morrison Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN581426890
Plan Effective Date2007-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor Morrison, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$398M 35.61852228621547% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $294M $398M ▲ +35.6%
Year Plans Participants Total Assets
2022 2 3,234 $294M
2023 2 3,103 $346M
2024 2 2,925 $398M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Taylor Morrison Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Taylor Morrison Cash Balance Pension Plan, Total assets ($B): 0.025090547 · Participants: 139Taylor Morrison Cash Balance Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Taylor Morrison Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Taylor Morrison Cash Balance Pension Plan side-by-side with 3 peers →

Taylor Morrison Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Hussmann Pension Plan for Certain Participants with Frozen Benefits in MO ($25M); by covered participants it is The Farmers Bank Defined Benefit Pension Plan in TN (139 participants). Same-state nearby plans are listed separately above.

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 Morrison Cash Balance Pension Plan assets move in 2023? ▼
Taylor Morrison Cash Balance Pension Plan grew at a solid clip - up 9.5% during 2023, from $23M to $25M. Reported net income was $2M.
How have Taylor Morrison, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Morrison, Inc.'s sponsor-wide assets grew 35.6%, from $294M to $398M.
Where does Taylor Morrison Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Taylor Morrison Cash Balance Pension Plan ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to Taylor Morrison Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hussmann Pension Plan for Certain Participants with Frozen Benefits in MO ($25M, 235 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Taylor Morrison Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Farmers Bank Defined Benefit Pension Plan in TN (139 participants, $14M 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 581426890.

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.