401(k) · DOL Form 5500 · 2023

P. a. Taylor & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$412K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$411,772
Avg per participant High balance/head
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Official DOL plan name: P. a. Taylor & Associates, Inc. 401(k) Plan · Sponsored by P. a. Taylor & Associates, Inc. · Utah · Administrative & Support Services

$412K in assets, 1 participants

P. a. Taylor & Associates, Inc.'s P. a. Taylor & Associates, Inc. 401(k) Plan reported $412K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,571 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, P. a. Taylor & Associates, Inc. 401(k) Plan ranks #1,571 of 4,372 2023 filers by assets (7007% of the sector average)-$412K for 1 participant.

#1,571
in Administrative & Support Services (4,372 peers)
-20.2%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

P. a. Taylor & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

P. a. Taylor & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$411,772 16th percentile higher than 16% 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

P. a. Taylor & Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P. a. Taylor & Associates, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P. a. Taylor & Associates, Inc. 401(k) Plan reported net income fell from -$40K in the plan year 2022 filing to -$105K in the plan year 2023 filing.
  • P. a. Taylor & Associates, Inc. 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • P. a. Taylor & Associates, Inc. 401(k) Plan end-of-year assets fell from $516K in the plan year 2022 filing to $412K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272549205 · P. a. Taylor & Associates, Inc. PY 2023 · 401(k)

P. a. Taylor & Associates, Inc. 401(k) Plan · $412K · 1 · 16th

  • PART $412K
  • TYPE 1
  • NET 16th
  • BOOK 401(k)
  • VS-ST near Snap Surveys Nh, Inc.
  • BOY ind #1571

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 Administrative & Support Services retirement plans → · Plans in Utah →

P. a. Taylor & Associates, Inc. 401(k) Plan in the asset neighbourhood

P. a. Taylor & Associates, Inc. 401(k) PlanP. a. Taylor & Associates, I…$412KSnap Surveys Nh, Inc.$412KTryangle Capital Management LLC 401(k) PlanTryangle Capital Management …$412KWicker Enterprises Inc. 401(k) PlanWicker Enterprises Inc. 401(…$412KGateway Pools, Inc. 401(k) PlanGateway Pools, Inc. 401(k) P…$412K
End-of-year total assets ($M) among P. a. Taylor & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$516K
Net Assets (End of Year)$412K
Net Income-$105K
Employer EIN272549205
Plan Effective Date2010-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (P. a. Taylor & Associates, Inc.)

Sponsor-wide plan assets over time

All P. a. Taylor & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$412K 20.24899190815034% vs 2022
2023 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 20222023 $0.52M $0.41M ▼ -21.2%
Year Plans Participants Total Assets
2022 1 3 $516K
2023 2 4 $412K

Nearby 401(k) Plans in Utah

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

P. a. Taylor & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants P. a. Taylor & Associates, Inc. 401(k) Plan, Total assets ($B): 0.000411772 · Participants: 1P. a. Taylor & Associates, Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
P. a. Taylor & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare P. a. Taylor & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

P. a. Taylor & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Snap Surveys Nh, Inc. in NH ($412K); by covered participants it is Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan in IL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($412K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 P. a. Taylor & Associates, Inc. 401(k) Plan assets move in 2023? ▼
P. a. Taylor & Associates, Inc. 401(k) Plan declined sharply - down 20.2% during 2023, from $516K to $412K. Reported net income was -$105K.
How have P. a. Taylor & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), P. a. Taylor & Associates, Inc.'s sponsor-wide assets declined 20.2%, from $516K to $412K.
Where does P. a. Taylor & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
P. a. Taylor & Associates, Inc. 401(k) Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to P. a. Taylor & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Snap Surveys Nh, Inc. in NH ($412K, 7 participants).
Which 401(k) plans cover a similar participant headcount to P. a. Taylor & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan in IL (1 participant, N/A 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 272549205.

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.