ESOP · DOL Form 5500 · 2023

Taggart Foster Currence Gray Architects, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
24
Participants Small participant base
26th
Percentile by assets National rank
$53,203
Avg per participant Low balance/head
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Official DOL plan name: Taggart Architects Employee Stock Ownership Pl · Sponsored by Taggart Foster Currence Gray Architects, Inc. · Arkansas · Professional & Technical Services

$1M in assets, 24 participants

Taggart Foster Currence Gray Architects, Inc.'s Taggart Architects Employee Stock Ownership Pl reported $1M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,319 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Taggart Architects Employee Stock Ownership Pl holds $1M for 24 participants - about $53,203 per participant, in the lower half of filed plans by assets.

#4,319
in Professional & Technical Services (20,321 peers)
+7.6%
assets growth YoY

Taggart Architects Employee Stock Ownership Pl among the smaller filed plans by assets

Taggart Architects Employee Stock Ownership Pl vs every filed plan by assets

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

$1,276,868 26th percentile higher than 26% 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

Taggart Architects Employee Stock Ownership Pl among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taggart Architects Employee Stock Ownership Pl is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taggart Architects Employee Stock Ownership Pl reported net income rose from -$36K in the plan year 2022 filing to $90K in the plan year 2023 filing.
  • Taggart Architects Employee Stock Ownership Pl reported participants rose from 22 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Taggart Architects Employee Stock Ownership Pl end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710705050 · Taggart Foster Currence Gray Architects, Inc. PY 2023 · ESOP

Taggart Architects Employee Stock Ownership Pl · $1M · 24 · 26th

  • ASSETS $1M
  • ASSETS 24
  • ASSETS 26th
  • ASSETS ESOP
  • ASSETS near Continental Machinery Movers of Kentucky, Inc. Employee Stock Ownership Plan
  • ASSETS ind #4319

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 What is an ESOP? → · Plans in Arkansas →

Taggart Architects Employee Stock Ownership Pl in the asset neighbourhood

Taggart Architects Employee Stock Ownership PlTaggart Architects Employee …$1MContinental Machinery Movers of Kentucky, Inc. Employee Stock Ownership PlanContinental Machinery Movers…$1MLane Steel Co., Inc. Employee Stock Ownership PlanLane Steel Co., Inc. Employe…$1MCard Access, Inc. Employee Stock Ownership PlanCard Access, Inc. Employee S…$1MKenco Construction, Inc. Employee Stock Ownership PlanKenco Construction, Inc. Emp…$1M
End-of-year total assets ($M) among Taggart Architects Employee Stock Ownership Pl and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$90K
Employer EIN710705050
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taggart Foster Currence Gray Architects, Inc.)

Sponsor-wide plan assets over time

All Taggart Foster Currence Gray Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.30181210808096% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.19M $1.3M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 22 $1M
2023 1 24 $1M
2024 1 23 $1M

Nearby ESOP Plans in Arkansas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Taggart Architects Employee Stock Ownership Pl vs. nearby ESOP plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Taggart Architects Employee Stock Ownership Pl, Total assets ($M): 1.276868 · Participants: 24Taggart Architects Employee Stock Ownership PlCentral States, Inc. Employee Stock Ownership Plan, Total assets ($M): 495.637041 · Participants: 1113Central States, Inc. Employee Stock Ownership PlanCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust, Total assets ($M): 351.515956 · Participants: 119Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustHarps Food Stores, Inc. Employee Stock Ownership Plan, Total assets ($M): 305.504524 · Participants: 2833Harps Food Stores, Inc. Employee Stock Ownership PlanE.C. Barton & Company Employee Stock Ownership Plan & Trust, Total assets ($M): 167.149092 · Participants: 674E.C. Barton & Company Employee Stock Ownership Plan & TrustRubber & Gasket Company of America Employee Stock Ownership Plan, Total assets ($M): 64.127237 · Participants: 147Rubber & Gasket Company of America Employee Stock Ownership Plan
Taggart Architects Employee Stock Ownership Pl vs. nearby ESOP plans in Arkansas, assets vs. participants
Compare Taggart Architects Employee Stock Ownership Pl side-by-side with 3 peers →

Taggart Architects Employee Stock Ownership Pl's out-of-state ESOP peers by assets and headcount

Outside Arkansas, the nearest ESOP by assets is Continental Machinery Movers of Kentucky, Inc. Employee Stock Ownership Plan in KY ($1M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Taggart Architects Employee Stock Ownership Pl assets move in 2023? ▼
Taggart Architects Employee Stock Ownership Pl grew at a solid clip - up 7.6% during 2023, from $1M to $1M. Reported net income was $90K.
How have Taggart Foster Currence Gray Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taggart Foster Currence Gray Architects, Inc.'s sponsor-wide assets grew 9.3%, from $1M to $1M.
Which ESOP plans are similar in size to Taggart Architects Employee Stock Ownership Pl? ▼
Among ESOP plans in other states, the closest by assets is Continental Machinery Movers of Kentucky, Inc. Employee Stock Ownership Plan in KY ($1M, 16 participants).
Which ESOP plans cover a similar participant headcount to Taggart Architects Employee Stock Ownership Pl? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, 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 710705050.

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.