ESOP · DOL Form 5500 · 2023
Taylor & Associates Architects ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $96,540
- Avg per participant Below avg balance/head
Official DOL plan name: Taylor & Associates Architects Employee Stock Ownership Plan · Sponsored by Taylor & Associates Architects · California · Professional & Technical Services
$10M in assets, 100 participants
Taylor & Associates Architects's Taylor & Associates Architects Employee Stock Ownership Plan reported $10M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,441 in Professional & Technical Services (20,321 peers)
Coverage in California
Taylor & Associates Architects Employee Stock Ownership Plan covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $10M.
- #11,441
- in Professional & Technical Services (20,321 peers)
- -21.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Taylor & Associates Architects Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Taylor & Associates Architects Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,653,987 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Taylor & Associates Architects Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor & Associates Architects Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Taylor & Associates Architects Employee Stock Ownership Plan reported net income fell from $31K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Taylor & Associates Architects Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Taylor & Associates Architects Employee Stock Ownership Plan reported participants rose from 91 in the plan year 2022 filing to 100 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 330166584 · Taylor & Associates Architects PY 2023 · ESOP
Taylor & Associates Architects Employee Stock Ownership Plan · $10M · 100 · 58th
- PHOTO $10M
- IND 100
- EOY 58th
- 5500 ESOP
- ASSETS near Public Affairs Support Services, Inc. Employee Stock Ownership Plan
- PCT ind #11441
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 California →
Taylor & Associates Architects Employee Stock Ownership Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Employer EIN | 330166584 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taylor & Associates Architects)
Sponsor-wide plan assets over time
All Taylor & Associates Architects plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 32.411957825960535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 184 | $22M |
| 2023 | 2 | 201 | $22M |
| 2024 | 2 | 195 | $29M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Taylor & Associates Architects Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Public Affairs Support Services, Inc. Employee Stock Ownership Plan in VA ($10M); by covered participants it is Triple T Transport Employee Stock Ownership Plan in OH (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Public Affairs Support Services, Inc. Employee Stock Ownership Plan (VA) $10M · 33
- Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan (WI) $10M · 77
- Employee Stock Ownership Plan of Controlled Blasting, Inc. (GA) $10M · 32
- Panagora Group Inc. Employee Stock Ownership Plan (MD) $10M · 57
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Triple T Transport Employee Stock Ownership Plan (OH) 100 · 0 off
- Pls Employee Stock Ownership Plan (WI) 100 · 0 off
- Kasco Employee Stock Ownership Plan (MI) 100 · 0 off
- Hamill Manufacturing Company Employee Stock Ownership Plan (PA) 100 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.